Purchases and Sales Made in Q3 2021 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
26.1K+ 55.64% |
$2.54M - $2.71M
|
72.9K
$9.47M
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
25.9K+ 9.94% |
$2.53M - $2.69M
|
286K
$37.2M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.8K+ 16.69% |
$2.43M - $2.59M
|
174K
$22.6M
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
22.7K+ 26.81% |
$2.22M - $2.36M
|
107K
$14M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22K+ 7.96% |
$2.15M - $2.29M
|
299K
$38.8M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.7KNew |
$2.12M - $2.26M
|
21.7K
$2.82M
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
21.7K+ 18.24% |
$2.12M - $2.26M
|
141K
$18.3M
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
21.1K+ 10.71% |
$2.06M - $2.2M
|
218K
$28.3M
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
21.1KNew |
$2.06M - $2.2M
|
21.1K
$2.74M
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
20.7K+ 7.3% |
$2.02M - $2.15M
|
303K
$39.4M
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
20.6KNew |
$2.01M - $2.15M
|
20.6K
$2.68M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
19.9K+ 15.5% |
$1.94M - $2.07M
|
148K
$19.3M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 30.32% |
$1.81M - $1.93M
|
79.5K
$10.3M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.8K+ 19.01% |
$1.74M - $1.86M
|
112K
$14.5M
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
17.7K+ 29.12% |
$1.72M - $1.84M
|
78.3K
$10.2M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
17.2KNew |
$1.68M - $1.79M
|
17.2K
$2.24M
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.2K+ 119.02% |
$1.58M - $1.68M
|
29.8K
$3.87M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
16.1K+ 47.37% |
$1.57M - $1.67M
|
50K
$6.49M
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
16.1K+ 47.37% |
$1.57M - $1.67M
|
50K
$6.49M
|
|
Nov 04, 2021
Q3 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
15.4KNew |
$1.51M - $1.61M
|
15.4K
$2.01M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
14.2K+ 16.36% |
$1.39M - $1.48M
|
101K
$13.1M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 23.09% |
$1.38M - $1.47M
|
75.1K
$9.76M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.6K+ 15.65% |
$1.33M - $1.42M
|
101K
$13.1M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$1.31M - $1.4M
|
13.4K
$1.74M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.4K+ 5.0% |
$1.31M - $1.39M
|
281K
$36.4M
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
13.1K+ 6.34% |
$1.28M - $1.36M
|
220K
$28.5M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.9K+ 13.06% |
$1.26M - $1.34M
|
111K
$14.5M
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12.1K+ 9.08% |
$1.18M - $1.26M
|
146K
$18.9M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
11.9K+ 43.18% |
$1.17M - $1.24M
|
39.6K
$5.14M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.8K+ 10.98% |
$1.16M - $1.23M
|
120K
$15.5M
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
11.7K+ 11.02% |
$1.14M - $1.22M
|
118K
$15.3M
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
11.6KNew |
$1.13M - $1.2M
|
11.6K
$1.5M
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
11.5K+ 55.42% |
$1.12M - $1.2M
|
32.3K
$4.19M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.4K+ 4.19% |
$1.11M - $1.19M
|
284K
$36.9M
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.3K+ 9.82% |
$1.1M - $1.17M
|
126K
$16.3M
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
11.2K+ 25.66% |
$1.09M - $1.17M
|
54.8K
$7.12M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11K+ 5421.67% |
$1.07M - $1.15M
|
11.2K
$1.46M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 6.39% |
$1.03M - $1.1M
|
176K
$22.8M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 10.06% |
$1.03M - $1.1M
|
115K
$15M
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
10.5KNew |
$1.02M - $1.09M
|
10.5K
$1.36M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
10.5K+ 34.47% |
$1.02M - $1.09M
|
40.8K
$5.3M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 2.53% |
$991K - $1.06M
|
412K
$53.5M
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10.1K+ 426.24% |
$988K - $1.05M
|
12.5K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.1K+ 7.28% |
$983K - $1.05M
|
148K
$19.3M
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
10.1K+ 30.09% |
$983K - $1.05M
|
43.5K
$5.65M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10KNew |
$976K - $1.04M
|
10K
$1.3M
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
9.83K+ 17.07% |
$959K - $1.02M
|
67.4K
$8.75M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.51K+ 64.97% |
$928K - $990K
|
24.1K
$3.13M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
9.42K+ 192.7% |
$920K - $981K
|
14.3K
$1.86M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
9.39K+ 18.61% |
$917K - $978K
|
59.9K
$7.77M
|