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 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
24+ 7.16% |
$1.84K - $1.98K
|
359
$28.8K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21+ 0.66% |
$1.61K - $1.73K
|
3.18K
$255K
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
14+ 1.16% |
$1.07K - $1.15K
|
1.23K
$98.3K
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13+ 0.43% |
$996 - $1.07K
|
3.06K
$245K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 1.32% |
$766 - $823
|
770
$61.7K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 1.37% |
$690 - $741
|
667
$53.5K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 3.15% |
$536 - $576
|
229
$18.4K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.15% |
$536 - $576
|
4.82K
$386K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.25% |
$460 - $494
|
2.41K
$194K
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6+ 0.11% |
$460 - $494
|
5.25K
$421K
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 0.08% |
$383 - $412
|
6.66K
$534K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 50.0% |
$383 - $412
|
15
$1.2K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.98% |
$307 - $329
|
412
$33K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4New |
$307 - $329
|
4
$321
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4+ 9.09% |
$307 - $329
|
48
$3.85K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.5% |
$230 - $247
|
609
$48.8K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.44% |
$230 - $247
|
686
$55K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 3.33% |
$76.6 - $82.3
|
31
$2.49K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.35% |
$76.6 - $82.3
|
286
$22.9K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 1.59% |
$76.6 - $82.3
|
62
$4.97K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 1.93% |
$1.15K - $1.23K
|
762
$61.1K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-32- 0.21% |
$2.45K - $2.63K
|
15.1K
$1.21M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-35- 0.66% |
$2.68K - $2.88K
|
5.29K
$424K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-38- 8.96% |
$2.91K - $3.13K
|
386
$30.9K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-42- 1.01% |
$3.22K - $3.46K
|
4.11K
$329K
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-45- 7.69% |
$3.45K - $3.7K
|
540
$43.3K
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-47- 0.95% |
$3.6K - $3.87K
|
4.88K
$391K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-55- 7.24% |
$4.22K - $4.53K
|
705
$56.5K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-78Closed |
$5.98K - $6.42K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-84- 0.08% |
$6.44K - $6.91K
|
104K
$8.37M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-86- 1.07% |
$6.59K - $7.08K
|
7.98K
$640K
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-89- 1.44% |
$6.82K - $7.33K
|
6.09K
$488K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-101Closed |
$7.74K - $8.31K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-125- 2.78% |
$9.58K - $10.3K
|
4.37K
$351K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-129- 5.35% |
$9.89K - $10.6K
|
2.28K
$183K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-150Closed |
$11.5K - $12.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-193Closed |
$14.8K - $15.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
SELL
|
- |
-250- 13.22% |
$19.2K - $20.6K
|
1.64K
$132K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-274- 7.67% |
$21K - $22.6K
|
3.3K
$264K
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-350- 5.89% |
$26.8K - $28.8K
|
5.59K
$448K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 31.04% |
$28.4K - $30.5K
|
822
$65.9K
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-396- 2.74% |
$30.3K - $32.6K
|
14.1K
$1.13M
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-445- 2.31% |
$34.1K - $36.6K
|
18.8K
$1.51M
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-493- 4.18% |
$37.8K - $40.6K
|
11.3K
$906K
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-594- 71.83% |
$45.5K - $48.9K
|
233
$18.7K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-618Closed |
$47.4K - $50.9K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-748Closed |
$57.3K - $61.6K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-874- 18.73% |
$67K - $71.9K
|
3.79K
$304K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-884Closed |
$67.7K - $72.8K
|
0
$0
|