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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
23.9K+ 10.97% |
$2.35M - $2.6M
|
242K
$32.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
23.9K+ 147.86% |
$2.34M - $2.59M
|
40K
$5.35M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.6K+ 8.67% |
$2.31M - $2.55M
|
295K
$39.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.5K+ 11.6% |
$2.21M - $2.44M
|
216K
$28.9M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
22.2K+ 10.12% |
$2.18M - $2.41M
|
242K
$32.3M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21.2KNew |
$2.09M - $2.3M
|
21.2K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.2KNew |
$2.09M - $2.3M
|
21.2K
$2.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
21.2K+ 6.98% |
$2.08M - $2.3M
|
325K
$43.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
21K+ 11.62% |
$2.06M - $2.28M
|
202K
$27M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.9K+ 21.35% |
$2.05M - $2.27M
|
119K
$15.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
20.6K+ 6.09% |
$2.02M - $2.23M
|
358K
$47.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
20.5K+ 10.7% |
$2.02M - $2.23M
|
212K
$28.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.3K+ 17.25% |
$1.99M - $2.2M
|
138K
$18.4M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
19.5KNew |
$1.91M - $2.11M
|
19.5K
$2.6M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
19.4K+ 16.89% |
$1.9M - $2.1M
|
134K
$17.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
19.2K+ 271.75% |
$1.89M - $2.09M
|
26.3K
$3.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19K+ 12.71% |
$1.86M - $2.06M
|
168K
$22.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.2KNew |
$1.79M - $1.97M
|
18.2K
$2.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
18.2K+ 173.64% |
$1.78M - $1.97M
|
28.6K
$3.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
17.7KNew |
$1.73M - $1.92M
|
17.7K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.3K+ 2.08% |
$1.7M - $1.87M
|
849K
$113M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17.1KNew |
$1.68M - $1.86M
|
17.1K
$2.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
16.2KNew |
$1.59M - $1.76M
|
16.2K
$2.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.9K+ 19.02% |
$1.56M - $1.73M
|
99.6K
$13.3M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.7K+ 9.87% |
$1.54M - $1.71M
|
175K
$23.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
15.4K+ 5.5% |
$1.51M - $1.67M
|
296K
$39.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.9K+ 4.06% |
$1.46M - $1.62M
|
382K
$51M
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
14.4KNew |
$1.41M - $1.56M
|
14.4K
$1.92M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.4K+ 15.58% |
$1.41M - $1.56M
|
107K
$14.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
14.2K+ 110.84% |
$1.39M - $1.54M
|
27K
$3.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.2K+ 12.69% |
$1.39M - $1.54M
|
126K
$16.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
14.1K+ 197.24% |
$1.38M - $1.53M
|
21.2K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13.8K+ 54.36% |
$1.35M - $1.5M
|
39.1K
$5.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.7K+ 277.09% |
$1.35M - $1.49M
|
18.7K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 8.71% |
$1.32M - $1.46M
|
168K
$22.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
13.2K+ 6.49% |
$1.3M - $1.43M
|
216K
$28.9M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13KNew |
$1.28M - $1.41M
|
13K
$1.74M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13K+ 6.98% |
$1.28M - $1.41M
|
199K
$26.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
12.9KNew |
$1.27M - $1.4M
|
12.9K
$1.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.9K+ 7.22% |
$1.27M - $1.4M
|
192K
$25.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.7K+ 8.54% |
$1.24M - $1.37M
|
161K
$21.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12.5K+ 24.76% |
$1.22M - $1.35M
|
62.7K
$8.38M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.1KNew |
$1.19M - $1.31M
|
12.1K
$1.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 6.0% |
$1.17M - $1.3M
|
211K
$28.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.9K+ 20.68% |
$1.17M - $1.29M
|
69.3K
$9.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.7K+ 8.32% |
$1.15M - $1.27M
|
152K
$20.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
11.6KNew |
$1.14M - $1.26M
|
11.6K
$1.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.4K+ 6.59% |
$1.12M - $1.24M
|
185K
$24.7M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11.4K+ 2.37% |
$1.12M - $1.24M
|
493K
$65.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.4K+ 10.58% |
$1.12M - $1.23M
|
119K
$15.9M
|