Purchases and Sales Made in Q4 2021 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) 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 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
21.8KNew |
$1.67M - $1.8M
|
21.8K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
21.4K+ 28.5% |
$1.64M - $1.76M
|
96.4K
$7.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20.9K+ 35.46% |
$1.6M - $1.72M
|
79.9K
$6.4M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
19.4KNew |
$1.49M - $1.6M
|
19.4K
$1.56M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
19.1K+ 11.98% |
$1.46M - $1.57M
|
179K
$14.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
18.5K+ 6.35% |
$1.42M - $1.53M
|
311K
$24.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.4K+ 12.45% |
$1.41M - $1.52M
|
166K
$13.3M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
18.4K+ 7.76% |
$1.41M - $1.52M
|
256K
$20.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
18.1K+ 217.52% |
$1.39M - $1.49M
|
26.4K
$2.12M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
18KNew |
$1.38M - $1.48M
|
18K
$1.44M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.9KNew |
$1.38M - $1.48M
|
17.9K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.6K+ 17.36% |
$1.35M - $1.45M
|
119K
$9.55M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 13.37% |
$1.3M - $1.4M
|
144K
$11.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
16.1KNew |
$1.24M - $1.33M
|
16.1K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
15.6K+ 18.07% |
$1.2M - $1.29M
|
102K
$8.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15.4K+ 131.18% |
$1.18M - $1.27M
|
27.2K
$2.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
15.3KNew |
$1.17M - $1.26M
|
15.3K
$1.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
14.7K+ 15.03% |
$1.13M - $1.21M
|
112K
$9.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.6KNew |
$1.12M - $1.2M
|
14.6K
$1.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
14.1KNew |
$1.08M - $1.16M
|
14.1K
$1.13M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
14.1K+ 4.21% |
$1.08M - $1.16M
|
349K
$28M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.9KNew |
$1.06M - $1.14M
|
13.9K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
13.5K+ 49.63% |
$1.04M - $1.11M
|
40.7K
$3.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$1.03M - $1.11M
|
13.5K
$1.08M
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
13.4KNew |
$1.02M - $1.1M
|
13.4K
$1.07M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 200.24% |
$1.01M - $1.09M
|
19.8K
$1.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.8KNew |
$980K - $1.05M
|
12.8K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
12.5K+ 14.88% |
$958K - $1.03M
|
96.5K
$7.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.5K+ 106.02% |
$958K - $1.03M
|
24.3K
$1.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
12.5KNew |
$957K - $1.03M
|
12.5K
$1M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
12.2K+ 29.72% |
$933K - $1M
|
53.1K
$4.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
12.1KNew |
$928K - $997K
|
12.1K
$971K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$927K - $996K
|
12.1K
$970K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.7K+ 14.84% |
$896K - $962K
|
90.5K
$7.25M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.1KNew |
$849K - $912K
|
11.1K
$888K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.8K+ 70.31% |
$831K - $893K
|
26.3K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.8KNew |
$830K - $892K
|
10.8K
$868K
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
10.3KNew |
$791K - $850K
|
10.3K
$828K
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
10.2KNew |
$783K - $841K
|
10.2K
$819K
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.1KNew |
$778K - $835K
|
10.1K
$814K
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
10.1K+ 59.42% |
$773K - $831K
|
27.1K
$2.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
9.69KNew |
$743K - $798K
|
9.69K
$777K
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
9.5KNew |
$728K - $782K
|
9.5K
$762K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.78K+ 24.21% |
$673K - $723K
|
45K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.75KNew |
$670K - $720K
|
8.75K
$701K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
8.66KNew |
$664K - $713K
|
8.66K
$694K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
8.66K+ 67.61% |
$664K - $713K
|
21.5K
$1.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.49K+ 60.38% |
$651K - $699K
|
22.6K
$1.81M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
8.41KNew |
$645K - $693K
|
8.41K
$675K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
8.38K+ 34.7% |
$642K - $690K
|
32.5K
$2.61M
|