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 |
---|---|---|---|---|---|---|---|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
236+ 45.38% |
$18.2K - $19.5K
|
756
$60K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
212+ 7.19% |
$16.3K - $17.5K
|
3.16K
$251K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
193New |
$14.9K - $15.9K
|
193
$15.3K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
190+ 1.8% |
$14.6K - $15.7K
|
10.7K
$852K
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
BUY
|
- |
173+ 9.01% |
$13.3K - $14.3K
|
2.09K
$166K
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
167+ 28.74% |
$12.9K - $13.8K
|
748
$59.4K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
160+ 5.54% |
$12.3K - $13.2K
|
3.05K
$242K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
157+ 5.54% |
$12.1K - $12.9K
|
2.99K
$238K
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
149+ 3.75% |
$11.5K - $12.3K
|
4.12K
$328K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
147+ 0.17% |
$11.3K - $12.1K
|
86.9K
$6.91M
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
136+ 3.69% |
$10.5K - $11.2K
|
3.82K
$303K
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
130+ 1.05% |
$10K - $10.7K
|
12.5K
$991K
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
117+ 3.39% |
$9.02K - $9.65K
|
3.57K
$284K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
106+ 15.8% |
$8.17K - $8.74K
|
777
$61.7K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
101New |
$7.79K - $8.33K
|
101
$8.02K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$7.71K - $8.25K
|
100
$7.94K
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
89+ 2.35% |
$6.86K - $7.34K
|
3.88K
$308K
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
86+ 2.36% |
$6.63K - $7.09K
|
3.73K
$296K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80+ 1.86% |
$6.17K - $6.6K
|
4.39K
$348K
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
80+ 2.44% |
$6.17K - $6.6K
|
3.36K
$266K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
78+ 1.07% |
$6.01K - $6.43K
|
7.35K
$584K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
71+ 1.41% |
$5.47K - $5.86K
|
5.1K
$405K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63New |
$4.86K - $5.2K
|
63
$5K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
49+ 40.5% |
$3.78K - $4.04K
|
170
$13.5K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39+ 3.38% |
$3.01K - $3.22K
|
1.19K
$94.7K
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
37+ 1.01% |
$2.85K - $3.05K
|
3.7K
$294K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30+ 5.75% |
$2.31K - $2.47K
|
552
$43.8K
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
20+ 200.0% |
$1.54K - $1.65K
|
30
$2.38K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.24% |
$1.31K - $1.4K
|
7.06K
$561K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.1% |
$1.23K - $1.32K
|
15.3K
$1.22M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 0.45% |
$1.08K - $1.15K
|
3.14K
$249K
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
13+ 1.47% |
$1K - $1.07K
|
900
$71.5K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10New |
$771 - $825
|
10
$794
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
8New |
$617 - $660
|
8
$635
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 5.48% |
$617 - $660
|
154
$12.2K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 1.49% |
$463 - $495
|
408
$32.4K
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5+ 1.52% |
$385 - $412
|
335
$26.6K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 6.85% |
$385 - $412
|
78
$6.2K
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3+ 0.04% |
$231 - $247
|
7.02K
$558K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.1% |
$231 - $247
|
3.03K
$241K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 0.17% |
$154 - $165
|
1.21K
$96.3K
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$77.1 - $82.5
|
9.37K
$744K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-4- 0.01% |
$308 - $330
|
32.7K
$2.6M
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-15- 8.02% |
$1.16K - $1.24K
|
172
$13.7K
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
SELL
|
- |
-20- 0.25% |
$1.54K - $1.65K
|
7.96K
$632K
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-22Closed |
$1.7K - $1.81K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-23- 0.46% |
$1.77K - $1.9K
|
4.93K
$392K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 0.34% |
$2.31K - $2.47K
|
8.79K
$698K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-30- 0.58% |
$2.31K - $2.47K
|
5.15K
$409K
|