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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
8.27K+ 0.73% |
$634K - $681K
|
1.15M
$91.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
8.25K+ 31.66% |
$633K - $679K
|
34.3K
$2.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.05K+ 6.8% |
$617K - $662K
|
126K
$10.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
8.04K+ 19.31% |
$616K - $661K
|
49.7K
$3.96M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
8.02KNew |
$614K - $660K
|
8.02K
$639K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
7.86K+ 153.57% |
$602K - $647K
|
13K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.71K+ 37.87% |
$591K - $635K
|
28.1K
$2.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.7KNew |
$590K - $634K
|
7.7K
$614K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.68K+ 12.65% |
$588K - $632K
|
68.4K
$5.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.64K+ 51.48% |
$585K - $629K
|
22.5K
$1.79M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.48K+ 2.86% |
$573K - $616K
|
269K
$21.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.4K+ 8.38% |
$567K - $609K
|
95.7K
$7.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.4KNew |
$567K - $609K
|
7.4K
$590K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.34KNew |
$562K - $604K
|
7.34K
$585K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
7.31K+ 18.52% |
$560K - $602K
|
46.8K
$3.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.21KNew |
$552K - $593K
|
7.21K
$574K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.02K+ 45.74% |
$538K - $578K
|
22.4K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.99K+ 21.35% |
$536K - $575K
|
39.7K
$3.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
6.72KNew |
$515K - $553K
|
6.72K
$535K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
6.44K+ 66.83% |
$494K - $530K
|
16.1K
$1.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.28K+ 59.35% |
$481K - $517K
|
16.9K
$1.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.14K+ 6.93% |
$470K - $505K
|
94.6K
$7.55M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.09K+ 71.16% |
$467K - $502K
|
14.7K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.93K+ 42.74% |
$455K - $488K
|
19.8K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.79KNew |
$444K - $476K
|
5.79K
$461K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.75K+ 34.24% |
$440K - $473K
|
22.5K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.64K+ 0.63% |
$432K - $464K
|
900K
$71.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.6K+ 22.58% |
$429K - $461K
|
30.4K
$2.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.55K+ 40.99% |
$425K - $457K
|
19.1K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
5.48K+ 28.23% |
$420K - $451K
|
24.9K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.38K+ 7.07% |
$412K - $443K
|
81.4K
$6.49M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.32KNew |
$408K - $438K
|
5.32K
$424K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.29KNew |
$405K - $435K
|
5.29K
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.02K+ 19.36% |
$385K - $413K
|
30.9K
$2.47M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.95K+ 112.83% |
$379K - $407K
|
9.34K
$744K
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
4.89KNew |
$375K - $403K
|
4.89K
$390K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.87K+ 29.54% |
$374K - $401K
|
21.4K
$1.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.87K+ 319.57% |
$373K - $401K
|
6.39K
$509K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
4.81KNew |
$369K - $396K
|
4.81K
$384K
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
4.79KNew |
$367K - $394K
|
4.79K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.76K+ 28.18% |
$365K - $392K
|
21.6K
$1.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.74K+ 11.6% |
$363K - $390K
|
45.6K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.61KNew |
$353K - $379K
|
4.61K
$367K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.56K+ 28.01% |
$349K - $375K
|
20.8K
$1.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
4.54K+ 20.8% |
$348K - $373K
|
26.3K
$2.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4.5K+ 14.34% |
$345K - $370K
|
35.9K
$2.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4.44K+ 9.93% |
$340K - $365K
|
49.1K
$3.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.39KNew |
$336K - $361K
|
4.39K
$350K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.36K+ 1.96% |
$334K - $359K
|
226K
$18.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.28K+ 4.86% |
$328K - $352K
|
92.4K
$7.37M
|