Purchases and Sales Made in Q4 2021 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$491 - $542
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-5- 0.14% |
$491 - $542
|
3.54K
$473K
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-13- 0.6% |
$1.28K - $1.41K
|
2.15K
$287K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13- 0.18% |
$1.28K - $1.41K
|
7.03K
$940K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14- 0.77% |
$1.37K - $1.52K
|
1.79K
$240K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14- 0.77% |
$1.37K - $1.52K
|
1.79K
$240K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-15- 5.81% |
$1.47K - $1.63K
|
243
$32.5K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22- 17.05% |
$2.16K - $2.39K
|
107
$14.3K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23- 2.68% |
$2.26K - $2.49K
|
835
$112K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-24Closed |
$2.36K - $2.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-24- 0.88% |
$2.36K - $2.6K
|
2.72K
$363K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-25Closed |
$2.46K - $2.71K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-34- 2.25% |
$3.34K - $3.69K
|
1.48K
$198K
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-35- 2.45% |
$3.44K - $3.8K
|
1.4K
$187K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-35- 0.31% |
$3.44K - $3.8K
|
11.4K
$1.52M
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-39- 0.24% |
$3.83K - $4.23K
|
16.2K
$2.17M
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-43- 2.0% |
$4.22K - $4.66K
|
2.11K
$281K
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-50- 0.43% |
$4.91K - $5.42K
|
11.5K
$1.54M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-62- 0.84% |
$6.09K - $6.72K
|
7.31K
$977K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-69- 2.74% |
$6.78K - $7.48K
|
2.45K
$328K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-74Closed |
$7.27K - $8.03K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-75- 0.12% |
$7.37K - $8.13K
|
62.2K
$8.31M
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-79- 1.56% |
$7.76K - $8.57K
|
4.99K
$667K
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-80- 1.66% |
$7.86K - $8.68K
|
4.73K
$632K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-80- 1.97% |
$7.86K - $8.68K
|
3.98K
$532K
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
SELL
|
- |
-83- 0.48% |
$8.15K - $9K
|
17.1K
$2.28M
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-99- 2.7% |
$9.72K - $10.7K
|
3.57K
$478K
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-101- 3.32% |
$9.92K - $11K
|
2.94K
$393K
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-102- 0.15% |
$10K - $11.1K
|
66.8K
$8.93M
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-130- 3.85% |
$12.8K - $14.1K
|
3.25K
$434K
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-135Closed |
$13.3K - $14.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-135- 5.42% |
$13.3K - $14.6K
|
2.36K
$315K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-137- 0.7% |
$13.5K - $14.9K
|
19.5K
$2.61M
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-143- 19.56% |
$14K - $15.5K
|
588
$78.6K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-162Closed |
$15.9K - $17.6K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-164- 1.8% |
$16.1K - $17.8K
|
8.97K
$1.2M
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-183- 6.98% |
$18K - $19.8K
|
2.44K
$326K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-201Closed |
$19.7K - $21.8K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-218- 0.37% |
$21.4K - $23.6K
|
58.5K
$7.82M
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-224- 7.96% |
$22K - $24.3K
|
2.59K
$346K
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-235- 5.25% |
$23.1K - $25.5K
|
4.24K
$566K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-236- 9.69% |
$23.2K - $25.6K
|
2.2K
$294K
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-265- 5.42% |
$26K - $28.7K
|
4.62K
$617K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-266- 1.99% |
$26.1K - $28.9K
|
13.1K
$1.75M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-274Closed |
$26.9K - $29.7K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-276- 2.1% |
$27.1K - $29.9K
|
12.9K
$1.72M
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-279- 6.62% |
$27.4K - $30.3K
|
3.94K
$526K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-311- 10.92% |
$30.5K - $33.7K
|
2.54K
$339K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-332- 3.45% |
$32.6K - $36K
|
9.3K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-342Closed |
$33.6K - $37.1K
|
0
$0
|