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 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.5KClosed |
$245K - $271K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.6K- 9.3% |
$256K - $282K
|
25.4K
$3.39M
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.76K- 54.19% |
$271K - $299K
|
2.33K
$312K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.78K- 27.88% |
$273K - $301K
|
7.18K
$960K
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.88K- 0.74% |
$283K - $313K
|
389K
$51.9M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-2.97K- 28.93% |
$291K - $322K
|
7.29K
$974K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.07KClosed |
$302K - $333K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-3.2K- 9.34% |
$314K - $347K
|
31.1K
$4.15M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.5K- 41.84% |
$343K - $379K
|
4.86K
$650K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3.74K- 14.25% |
$368K - $406K
|
22.5K
$3.01M
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.01K- 5.5% |
$394K - $435K
|
68.9K
$9.21M
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.03K- 31.85% |
$396K - $437K
|
8.63K
$1.15M
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-4.35K- 57.68% |
$427K - $471K
|
3.19K
$426K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.49K- 11.93% |
$441K - $487K
|
33.2K
$4.43M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-4.56K- 16.2% |
$447K - $494K
|
23.6K
$3.15M
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.24KClosed |
$515K - $568K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.4KClosed |
$530K - $586K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.47KClosed |
$537K - $593K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.6KClosed |
$648K - $716K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7.08K- 33.45% |
$695K - $768K
|
14.1K
$1.88M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.5KClosed |
$835K - $922K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.3K- 28.8% |
$1.01M - $1.11M
|
25.4K
$3.39M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-10.7KClosed |
$1.05M - $1.16M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.1K- 27.63% |
$1.09M - $1.2M
|
29K
$3.88M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.2KClosed |
$1.1M - $1.22M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.2K- 3.56% |
$1.2M - $1.33M
|
331K
$44.3M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.7K- 55.36% |
$1.34M - $1.48M
|
11K
$1.47M
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.2K- 82.15% |
$1.39M - $1.54M
|
3.08K
$411K
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-14.7K- 13.71% |
$1.44M - $1.59M
|
92.3K
$12.3M
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.7K- 82.01% |
$1.45M - $1.6M
|
3.24K
$432K
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-17.1K- 81.11% |
$1.68M - $1.86M
|
3.99K
$533K
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.7K- 2.52% |
$1.74M - $1.92M
|
685K
$91.5M
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.6K- 9.75% |
$1.83M - $2.02M
|
173K
$23.1M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-18.9K- 8.56% |
$1.86M - $2.05M
|
202K
$27M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-21.7KClosed |
$2.13M - $2.36M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.5KClosed |
$2.9M - $3.2M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-31.9K- 80.91% |
$3.13M - $3.46M
|
7.53K
$1.01M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39.2K- 24.7% |
$3.85M - $4.25M
|
119K
$16M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-41.6K- 12.33% |
$4.09M - $4.51M
|
296K
$39.5M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-44.1KClosed |
$4.33M - $4.78M
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-49.1K- 5.96% |
$4.83M - $5.33M
|
776K
$104M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.4K- 94.09% |
$5.64M - $6.23M
|
3.61K
$482K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-80.6K- 39.09% |
$7.92M - $8.74M
|
126K
$16.8M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-94.8K- 41.2% |
$9.31M - $10.3M
|
135K
$18.1M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-112KClosed |
$11M - $12.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-154K- 45.57% |
$15.1M - $16.7M
|
184K
$24.6M
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-177K- 87.69% |
$17.4M - $19.2M
|
24.9K
$3.33M
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-409K- 90.29% |
$40.2M - $44.3M
|
44K
$5.87M
|
|
Feb 10, 2022
Q4 2021
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-2MClosed |
$196M - $217M
|
0
$0
|