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 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.07KNew |
$203K - $224K
|
2.07K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
2.06K+ 9.75% |
$203K - $224K
|
23.2K
$3.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.04K+ 6.05% |
$201K - $222K
|
35.8K
$4.74M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.01K+ 0.61% |
$198K - $218K
|
331K
$43.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.99KNew |
$195K - $216K
|
1.99K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.99K+ 80.5% |
$195K - $215K
|
4.45K
$589K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.96K+ 5.58% |
$193K - $213K
|
37.1K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.91KNew |
$188K - $207K
|
1.91K
$253K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.87KNew |
$183K - $202K
|
1.87K
$247K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.86K+ 1.25% |
$183K - $202K
|
150K
$19.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.78K+ 6.78% |
$175K - $193K
|
28K
$3.71M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.77K+ 5.95% |
$174K - $192K
|
31.5K
$4.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.75K+ 23.76% |
$172K - $190K
|
9.11K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.71K+ 11.91% |
$167K - $185K
|
16K
$2.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.66K+ 25.57% |
$163K - $180K
|
8.16K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.65K+ 7.72% |
$162K - $179K
|
23K
$3.05M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.53K+ 18.9% |
$150K - $166K
|
9.61K
$1.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
1.5K+ 11.51% |
$148K - $163K
|
14.5K
$1.92M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.5K+ 3.0% |
$147K - $162K
|
51.5K
$6.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.5K+ 2.99% |
$147K - $162K
|
51.5K
$6.81M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.37K+ 7.07% |
$135K - $149K
|
20.8K
$2.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.34K+ 31.35% |
$132K - $146K
|
5.62K
$744K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.29KNew |
$127K - $140K
|
1.29K
$171K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 27.09% |
$126K - $139K
|
6.03K
$797K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.24K+ 2.13% |
$121K - $134K
|
59.3K
$7.84M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.23K+ 29.36% |
$121K - $134K
|
5.44K
$719K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.22K+ 18.9% |
$120K - $132K
|
7.66K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.19% |
$118K - $130K
|
102K
$13.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.19K+ 30.94% |
$117K - $129K
|
5.05K
$668K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.18K+ 2.79% |
$116K - $128K
|
43.5K
$5.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.92% |
$115K - $127K
|
41.4K
$5.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$115K - $127K
|
1.17K
$155K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
1.08K+ 4.43% |
$106K - $117K
|
25.4K
$3.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.07K+ 10.24% |
$105K - $116K
|
11.5K
$1.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.04KNew |
$102K - $113K
|
1.04K
$137K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.02K+ 2.5% |
$100K - $111K
|
41.8K
$5.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
984+ 1.46% |
$96.6K - $107K
|
68.4K
$9.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
983+ 3.08% |
$96.5K - $107K
|
32.8K
$4.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
975+ 7.06% |
$95.8K - $106K
|
14.8K
$1.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
973+ 2.55% |
$95.6K - $106K
|
39.1K
$5.17M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
957New |
$94K - $104K
|
957
$127K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
934+ 10.95% |
$91.7K - $101K
|
9.47K
$1.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
933+ 393.67% |
$91.6K - $101K
|
1.17K
$155K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
921+ 45.62% |
$90.5K - $99.9K
|
2.94K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
889New |
$87.3K - $96.4K
|
889
$118K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
821+ 37.66% |
$80.6K - $89K
|
3K
$397K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
798New |
$78.4K - $86.6K
|
798
$106K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
792+ 1.0% |
$77.8K - $85.9K
|
80.3K
$10.6M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
786+ 6.44% |
$77.2K - $85.2K
|
13K
$1.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
773+ 14.03% |
$75.9K - $83.8K
|
6.28K
$831K
|