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 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
758+ 7.98% |
$74.4K - $82.2K
|
10.3K
$1.36M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
757+ 1.66% |
$74.3K - $82.1K
|
46.3K
$6.12M
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
744+ 3.17% |
$73.1K - $80.7K
|
24.2K
$3.2M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
722+ 30.92% |
$70.9K - $78.3K
|
3.06K
$404K
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
720+ 32.88% |
$70.7K - $78.1K
|
2.91K
$385K
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
696+ 0.92% |
$68.4K - $75.5K
|
76.3K
$10.1M
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
685+ 24.81% |
$67.3K - $74.3K
|
3.45K
$456K
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
683+ 2.99% |
$67.1K - $74.1K
|
23.6K
$3.12M
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
674+ 449.33% |
$66.2K - $73.1K
|
824
$109K
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
663+ 3.92% |
$65.1K - $71.9K
|
17.6K
$2.32M
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
643+ 4.21% |
$63.1K - $69.7K
|
15.9K
$2.11M
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
612New |
$60.1K - $66.4K
|
612
$80.9K
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
599+ 15.74% |
$58.8K - $65K
|
4.41K
$583K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
559+ 0.14% |
$54.9K - $60.6K
|
412K
$54.6M
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
531New |
$52.1K - $57.6K
|
531
$70.2K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
523+ 0.92% |
$51.4K - $56.7K
|
57.1K
$7.55M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
523+ 8.19% |
$51.4K - $56.7K
|
6.91K
$914K
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
520+ 10.05% |
$51.1K - $56.4K
|
5.69K
$753K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
514+ 0.86% |
$50.5K - $55.7K
|
60.4K
$7.98M
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
505+ 1.43% |
$49.6K - $54.8K
|
35.9K
$4.74M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
491New |
$48.2K - $53.3K
|
491
$64.9K
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
488+ 7.06% |
$47.9K - $52.9K
|
7.4K
$979K
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
470+ 10.55% |
$46.2K - $51K
|
4.93K
$652K
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
460+ 186.23% |
$45.2K - $49.9K
|
707
$93.5K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
459New |
$45.1K - $49.8K
|
459
$60.7K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
432+ 13.09% |
$42.4K - $46.9K
|
3.73K
$494K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
429+ 6.02% |
$42.1K - $46.5K
|
7.56K
$999K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
429+ 9.25% |
$42.1K - $46.5K
|
5.07K
$670K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
396+ 7.96% |
$38.9K - $43K
|
5.37K
$711K
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
396+ 3.73% |
$38.9K - $43K
|
11K
$1.46M
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
390New |
$38.3K - $42.3K
|
390
$51.6K
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
356+ 16.05% |
$35K - $38.6K
|
2.57K
$340K
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
349+ 1.36% |
$34.3K - $37.9K
|
26K
$3.44M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
343+ 4.36% |
$33.7K - $37.2K
|
8.2K
$1.08M
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
328+ 239.42% |
$32.2K - $35.6K
|
465
$61.5K
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
323+ 2.47% |
$31.7K - $35K
|
13.4K
$1.78M
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
322New |
$31.6K - $34.9K
|
322
$42.6K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
309+ 0.79% |
$30.3K - $33.5K
|
39.2K
$5.18M
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
308New |
$30.2K - $33.4K
|
308
$40.7K
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
298New |
$29.3K - $32.3K
|
298
$39.4K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
297+ 4.39% |
$29.2K - $32.2K
|
7.07K
$935K
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
278+ 10.36% |
$27.3K - $30.2K
|
2.96K
$392K
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
277+ 1.52% |
$27.2K - $30K
|
18.5K
$2.44M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
276+ 8.04% |
$27.1K - $29.9K
|
3.71K
$491K
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
261+ 1.78% |
$25.6K - $28.3K
|
14.9K
$1.98M
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
250New |
$24.6K - $27.1K
|
250
$33.1K
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
248New |
$24.4K - $26.9K
|
248
$32.8K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
241+ 9.33% |
$23.7K - $26.1K
|
2.83K
$374K
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
236+ 10.31% |
$23.2K - $25.6K
|
2.52K
$334K
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
236+ 1.15% |
$23.2K - $25.6K
|
20.7K
$2.74M
|