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 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.97KNew |
$586K - $647K
|
5.97K
$798K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.94K+ 36.39% |
$583K - $644K
|
22.3K
$2.98M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5.92K+ 6.38% |
$581K - $642K
|
98.6K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.69K+ 36.29% |
$559K - $617K
|
21.4K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
5.63KNew |
$552K - $610K
|
5.63K
$752K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.48K+ 43.13% |
$539K - $595K
|
18.2K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.47K+ 11.62% |
$537K - $593K
|
52.5K
$7.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.41K+ 4.81% |
$532K - $587K
|
118K
$15.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.38K+ 22.41% |
$529K - $584K
|
29.4K
$3.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.32K+ 18.19% |
$523K - $577K
|
34.6K
$4.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
5.31KNew |
$521K - $576K
|
5.31K
$710K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.21K+ 15.09% |
$512K - $565K
|
39.8K
$5.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.21KNew |
$512K - $565K
|
5.21K
$696K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.2K+ 124.61% |
$510K - $563K
|
9.36K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.18KNew |
$508K - $561K
|
5.18K
$692K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.1K+ 945.45% |
$500K - $553K
|
5.64K
$753K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
4.98K+ 92.43% |
$489K - $540K
|
10.4K
$1.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4.98K+ 17.38% |
$489K - $540K
|
33.6K
$4.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
4.94KNew |
$485K - $535K
|
4.94K
$660K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.9K+ 163.85% |
$481K - $531K
|
7.89K
$1.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4.89K+ 137.84% |
$480K - $530K
|
8.43K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.81K+ 6.14% |
$472K - $522K
|
83.2K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.7K+ 134.29% |
$462K - $510K
|
8.2K
$1.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
4.56KNew |
$448K - $495K
|
4.56K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.44KNew |
$436K - $482K
|
4.44K
$594K
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
4.29K+ 1.52% |
$421K - $465K
|
286K
$38.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.25K+ 10.74% |
$418K - $461K
|
43.9K
$5.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.23K+ 51.48% |
$415K - $459K
|
12.4K
$1.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.17KNew |
$409K - $452K
|
4.17K
$557K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.12K+ 21.93% |
$404K - $447K
|
22.9K
$3.06M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
4.12K+ 0.98% |
$404K - $446K
|
424K
$56.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.07K+ 3.4% |
$399K - $441K
|
124K
$16.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
4.06KNew |
$399K - $440K
|
4.06K
$542K
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
4.05K+ 2.84% |
$398K - $439K
|
146K
$19.6M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
4.02K+ 165.87% |
$395K - $436K
|
6.44K
$861K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.01K+ 3.59% |
$394K - $435K
|
116K
$15.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.96KNew |
$389K - $430K
|
3.96K
$530K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.89K+ 12.87% |
$382K - $422K
|
34.1K
$4.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.88KNew |
$381K - $421K
|
3.88K
$519K
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.84K+ 78.48% |
$377K - $417K
|
8.74K
$1.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
3.82K+ 33.73% |
$375K - $414K
|
15.2K
$2.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.72KNew |
$366K - $404K
|
3.72K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.72K+ 4.36% |
$365K - $403K
|
89K
$11.9M
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.6K+ 26.64% |
$354K - $390K
|
17.1K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.6KNew |
$354K - $390K
|
3.6K
$481K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
3.55K+ 1.44% |
$349K - $385K
|
250K
$33.4M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.48KNew |
$342K - $378K
|
3.48K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.44KNew |
$338K - $373K
|
3.44K
$460K
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
3.4K+ 33.45% |
$334K - $369K
|
13.6K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 20.96% |
$331K - $365K
|
19.4K
$2.6M
|