Purchases and Sales Made in Q3 2021 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
25.3K+ 20.63% |
$1.95M - $2.09M
|
148K
$11.8M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.6K+ 13.24% |
$1.82M - $1.94M
|
202K
$16M
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
20.9KNew |
$1.61M - $1.73M
|
20.9K
$1.66M
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
19.8KNew |
$1.53M - $1.63M
|
19.8K
$1.57M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
18.9K+ 9.32% |
$1.46M - $1.56M
|
222K
$17.6M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.8K+ 16.12% |
$1.37M - $1.47M
|
128K
$10.2M
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17.8K+ 81.16% |
$1.37M - $1.47M
|
39.8K
$3.16M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17.6KNew |
$1.36M - $1.45M
|
17.6K
$1.4M
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
17.3K+ 5.36% |
$1.34M - $1.43M
|
341K
$27.1M
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.34M - $1.43M
|
17.3K
$1.38M
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
17KNew |
$1.31M - $1.4M
|
17K
$1.35M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.1K+ 14.5% |
$1.24M - $1.33M
|
127K
$10.1M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.1K+ 20.66% |
$1.16M - $1.25M
|
88.1K
$7M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
14.4K+ 98.02% |
$1.11M - $1.19M
|
29.1K
$2.31M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.7K+ 21.06% |
$1.06M - $1.13M
|
78.9K
$6.27M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.5K+ 99.57% |
$1.04M - $1.11M
|
27.1K
$2.15M
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13.4K+ 219.06% |
$1.03M - $1.11M
|
19.5K
$1.55M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
12.4K+ 9.01% |
$958K - $1.02M
|
150K
$11.9M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 244.47% |
$918K - $983K
|
16.8K
$1.33M
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 54.96% |
$867K - $928K
|
31.7K
$2.52M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11K+ 375.49% |
$852K - $911K
|
14K
$1.11M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7K+ 7.49% |
$825K - $883K
|
154K
$12.2M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
10.5K+ 15.35% |
$808K - $865K
|
78.8K
$6.26M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
10.4K+ 74.81% |
$800K - $856K
|
24.3K
$1.93M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.1K+ 11.04% |
$778K - $832K
|
101K
$8.06M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.82K+ 14.84% |
$757K - $810K
|
76K
$6.04M
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.69K+ 17.91% |
$747K - $799K
|
63.8K
$5.07M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.6K+ 42.17% |
$740K - $792K
|
32.4K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9.3K+ 17.6% |
$717K - $767K
|
62.1K
$4.94M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.17K+ 129.04% |
$707K - $756K
|
16.3K
$1.29M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
8.89K+ 58.24% |
$685K - $733K
|
24.2K
$1.92M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.81K+ 23.4% |
$679K - $726K
|
46.4K
$3.69M
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
8.37K+ 12.56% |
$646K - $691K
|
75.1K
$5.96M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
7.82K+ 33.21% |
$603K - $645K
|
31.4K
$2.49M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7.73KNew |
$596K - $637K
|
7.73K
$614K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.71KNew |
$594K - $636K
|
7.71K
$612K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.46K+ 45.67% |
$575K - $616K
|
23.8K
$1.89M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.16KNew |
$552K - $590K
|
7.16K
$568K
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.1K+ 110.33% |
$548K - $586K
|
13.5K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
7.03K+ 28.62% |
$542K - $580K
|
31.6K
$2.51M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.58KNew |
$508K - $543K
|
6.58K
$523K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.25KNew |
$482K - $516K
|
6.25K
$496K
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
6K+ 5.35% |
$463K - $495K
|
118K
$9.39M
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.93K+ 69.39% |
$457K - $489K
|
14.5K
$1.15M
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.89K+ 297.98% |
$454K - $486K
|
7.87K
$625K
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
5.7KNew |
$439K - $470K
|
5.7K
$453K
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.57K+ 14.24% |
$429K - $459K
|
44.7K
$3.55M
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.36KNew |
$413K - $442K
|
5.36K
$426K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
5.32KNew |
$410K - $439K
|
5.32K
$423K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
5.28K+ 15.2% |
$407K - $436K
|
40K
$3.18M
|