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 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
2.28K+ 28512.5% |
$175K - $188K
|
2.29K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.28K+ 39.67% |
$175K - $188K
|
8.02K
$640K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.25KNew |
$172K - $185K
|
2.25K
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.21K+ 10.55% |
$169K - $182K
|
23.1K
$1.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.19K+ 4.68% |
$168K - $180K
|
49K
$3.91M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.13KNew |
$164K - $176K
|
2.13K
$170K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.08K+ 47.64% |
$159K - $171K
|
6.44K
$513K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.06K+ 21.01% |
$158K - $169K
|
11.8K
$944K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.98K+ 14.78% |
$152K - $163K
|
15.4K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.98K+ 0.73% |
$152K - $163K
|
272K
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.95K+ 6.17% |
$149K - $160K
|
33.5K
$2.67M
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
1.94K+ 39.19% |
$149K - $160K
|
6.9K
$550K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.94K+ 7.61% |
$149K - $160K
|
27.4K
$2.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.92K+ 23.47% |
$147K - $158K
|
10.1K
$807K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.91K+ 1.27% |
$146K - $157K
|
152K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.9K+ 7.48% |
$146K - $156K
|
27.3K
$2.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.85K+ 1.68% |
$142K - $152K
|
112K
$8.93M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.74KNew |
$133K - $143K
|
1.74K
$138K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.71K+ 30.83% |
$131K - $141K
|
7.25K
$578K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.59K+ 13.66% |
$122K - $131K
|
13.3K
$1.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.55K+ 27.3% |
$119K - $128K
|
7.24K
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.53K+ 59.23% |
$117K - $126K
|
4.11K
$327K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.48K+ 8.56% |
$114K - $122K
|
18.8K
$1.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
1.47K+ 25.82% |
$112K - $121K
|
7.14K
$570K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
1.46K+ 23.69% |
$112K - $120K
|
7.63K
$608K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.39K+ 0.48% |
$106K - $114K
|
290K
$23.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
1.34KNew |
$103K - $110K
|
1.34K
$107K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.33K+ 26.12% |
$102K - $110K
|
6.43K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.33K+ 5.81% |
$102K - $109K
|
24.2K
$1.93M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.31K+ 9.33% |
$100K - $107K
|
15.3K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.3K+ 16.46% |
$99.2K - $107K
|
9.16K
$731K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.18K+ 5.07% |
$90.1K - $96.7K
|
24.4K
$1.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 4.43% |
$89K - $95.6K
|
27.3K
$2.18M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.16K+ 5.93% |
$88.8K - $95.4K
|
20.7K
$1.65M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.16K+ 2.26% |
$88.5K - $95.1K
|
52.3K
$4.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 9.14% |
$86.6K - $93K
|
13.5K
$1.08M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.06K+ 11.24% |
$81.5K - $87.5K
|
10.5K
$839K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.06K+ 11.91% |
$81K - $87K
|
9.93K
$792K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.04K+ 21.27% |
$79.4K - $85.3K
|
5.91K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
1.02KNew |
$78.3K - $84.1K
|
1.02K
$81.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
983+ 3.39% |
$75.3K - $80.9K
|
30K
$2.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
949+ 25.42% |
$72.7K - $78.1K
|
4.68K
$373K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
901New |
$69.1K - $74.2K
|
901
$71.8K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
900+ 22.15% |
$69K - $74.1K
|
4.96K
$396K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
900+ 22.15% |
$69K - $74.1K
|
4.96K
$396K
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
875+ 2.93% |
$67.1K - $72K
|
30.7K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
868New |
$66.5K - $71.5K
|
868
$69.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
853+ 18.32% |
$65.4K - $70.2K
|
5.51K
$439K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
807+ 6.72% |
$61.8K - $66.4K
|
12.8K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
803New |
$61.5K - $66.1K
|
803
$64K
|