Purchases and Sales Made in Q3 2021 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

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 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
5.09K
New
$392K - $420K
5.09K $404K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.96K
+ 23.64%
$382K - $409K
25.9K $2.06M
Nov 12, 2021 Q3 2021
Macquarie Group LTD

Australia, C3
BUY
 -
4.93K
+ 0.94%
$380K - $407K
532K $42.3M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
4.88K
New
$376K - $402K
4.88K $387K
Oct 13, 2021 Q3 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
4.83K
+ 103.56%
$372K - $398K
9.49K $754K
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
4.71K
+ 113.61%
$363K - $388K
8.85K $703K
Oct 28, 2021 Q3 2021
M&T Bank Corp

BUY
 -
4.58K
+ 1.97%
$353K - $378K
237K $18.9M
Oct 18, 2021 Q3 2021
Clarius Group, LLC

Seattle, WA
BUY
 -
4.55K
+ 47.77%
$351K - $375K
14.1K $1.12M
Nov 09, 2021 Q3 2021
Concord Wealth Partners

BUY
 -
4.48K
+ 87.0%
$346K - $370K
9.64K $765K
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
4.35K
+ 103.32%
$335K - $359K
8.56K $680K
Nov 12, 2021 Q3 2021
Austin Private Wealth, LLC

BUY
 -
4.29K
+ 78.15%
$331K - $354K
9.78K $777K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
4.29K
+ 20.91%
$331K - $354K
24.8K $1.97M
Oct 07, 2021 Q3 2021
Vision Capital Management, Inc.

Portland, OR
BUY
 -
4.23K
+ 22.51%
$326K - $349K
23K $1.83M
Oct 18, 2021 Q3 2021
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
4.18K
+ 27.75%
$322K - $345K
19.3K $1.53M
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

BUY
 -
4.18K
+ 38.18%
$322K - $345K
15.1K $1.2M
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

BUY
 -
4.06K
New
$313K - $335K
4.06K $323K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
4.06K
New
$313K - $335K
4.06K $323K
Nov 03, 2021 Q3 2021
Brookstone Capital Management

BUY
 -
4.04K
+ 10.75%
$311K - $333K
41.6K $3.31M
Nov 17, 2021 Q3 2021
Garde Capital, Inc.

Seattle, WA
BUY
 -
4K
+ 10.84%
$309K - $330K
41K $3.25M
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

BUY
 -
3.98K
+ 9.47%
$307K - $328K
46K $3.66M
Jan 13, 2022 Q3 2021
Diversified Trust CO

BUY
 -
3.9K
+ 21.99%
$300K - $321K
21.6K $1.72M
Oct 14, 2021 Q3 2021
Verity Wealth Advisors

BUY
 -
3.81K
New
$293K - $314K
3.81K $302K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
3.71K
New
$286K - $306K
3.71K $295K
Nov 12, 2021 Q3 2021
Wealth Alliance

Mellville, NY
BUY
 -
3.61K
+ 44.07%
$278K - $298K
11.8K $937K
Oct 21, 2021 Q3 2021
Hilltop Wealth Advisors, LLC

BUY
 -
3.61K
+ 24.14%
$278K - $297K
18.5K $1.47M
Nov 02, 2021 Q3 2021
Wade Financial Advisory, Inc

BUY
 -
3.55K
New
$273K - $292K
3.55K $282K
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

BUY
 -
3.54K
+ 13.46%
$273K - $292K
29.8K $2.37M
Nov 12, 2021 Q3 2021
Dohj, LLC

Seattle, WA
BUY
 -
3.36K
+ 30.25%
$259K - $277K
14.5K $1.15M
Nov 12, 2021 Q3 2021
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
3.21K
+ 37.39%
$247K - $264K
11.8K $935K
Nov 10, 2021 Q3 2021
Smart Portfolios, LLC

Seattle, WA
BUY
 -
3.19K
New
$246K - $263K
3.19K $253K
Oct 13, 2021 Q3 2021
Parkside Advisors LLC

BUY
 -
3.16K
+ 10.34%
$244K - $261K
33.7K $2.68M
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
3.1K
+ 36.17%
$239K - $256K
11.7K $927K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
3.09K
+ 55.44%
$238K - $255K
8.66K $687K
Nov 10, 2021 Q3 2021
Truefg, LLC

Cedar Park, TX
BUY
 -
3.04K
New
$235K - $251K
3.04K $242K
Oct 28, 2021 Q3 2021
High Note Wealth, LLC

Deephaven, MN
BUY
 -
3.02K
+ 1.06%
$232K - $249K
288K $22.9M
Nov 05, 2021 Q3 2021
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.01K
+ 57.87%
$232K - $248K
8.2K $651K
Oct 19, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3K
New
$231K - $248K
3K $238K
Oct 14, 2021 Q3 2021
Northstar Advisory Group, LLC

BUY
 -
2.9K
New
$223K - $239K
2.9K $230K
Oct 13, 2021 Q3 2021
Spectrum Planning & Advisory Services Inc.

BUY
 -
2.9K
New
$223K - $239K
2.9K $230K
Nov 15, 2021 Q3 2021
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
2.86K
New
$221K - $236K
2.86K $227K
Oct 18, 2021 Q3 2021
Brandywine Oak Private Wealth LLC

BUY
 -
2.8K
+ 35.94%
$216K - $231K
10.6K $840K
Nov 15, 2021 Q3 2021
Kore Private Wealth LLC

New York, NY
BUY
 -
2.76K
New
$213K - $227K
2.76K $219K
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.76K
+ 83.32%
$213K - $227K
6.07K $482K
Nov 12, 2021 Q3 2021
Tru Independence LLC

BUY
 -
2.72K
New
$210K - $224K
2.72K $216K
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

BUY
 -
2.71K
+ 19.89%
$209K - $223K
16.3K $1.3M
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

BUY
 -
2.71K
New
$209K - $223K
2.71K $215K
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.69K
+ 49.88%
$207K - $221K
8.07K $641K
Nov 12, 2021 Q3 2021
Accredited Investors Inc.

BUY
 -
2.68K
+ 10.81%
$207K - $221K
27.5K $2.18M
Oct 12, 2021 Q3 2021
Private Capital Management LLC

BUY
 -
2.66K
+ 73.98%
$205K - $219K
6.24K $496K

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