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 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
639+ 26.51% |
$62.4K - $66.5K
|
3.05K
$396K
|
|
|
Nov 09, 2021
Q3 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
633+ 0.95% |
$61.8K - $65.9K
|
66.9K
$8.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
629+ 5.46% |
$61.4K - $65.5K
|
12.2K
$1.58M
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
618+ 1.84% |
$60.3K - $64.3K
|
34.3K
$4.45M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
612+ 0.56% |
$59.7K - $63.7K
|
111K
$14.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 7.5% |
$58.6K - $62.5K
|
8.6K
$1.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
545+ 5.69% |
$53.2K - $56.7K
|
10.1K
$1.31M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
512New |
$50K - $53.3K
|
512
$66.5K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
511+ 7.64% |
$49.9K - $53.2K
|
7.2K
$935K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
500+ 30.77% |
$48.8K - $52.1K
|
2.13K
$276K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
465New |
$45.4K - $48.4K
|
465
$60.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
430+ 1.92% |
$42K - $44.8K
|
22.8K
$2.96M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
391+ 31.01% |
$38.2K - $40.7K
|
1.65K
$215K
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
388+ 9.18% |
$37.9K - $40.4K
|
4.62K
$599K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
352+ 3.63% |
$34.4K - $36.7K
|
10K
$1.3M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
347+ 6.06% |
$33.9K - $36.1K
|
6.07K
$789K
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
344+ 11.49% |
$33.6K - $35.8K
|
3.34K
$434K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
341+ 3.38% |
$33.3K - $35.5K
|
10.4K
$1.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
339+ 169.5% |
$33.1K - $35.3K
|
539
$70K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
336+ 10.85% |
$32.8K - $35K
|
3.43K
$446K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
315+ 2.33% |
$30.8K - $32.8K
|
13.8K
$1.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
305+ 2.12% |
$29.8K - $31.8K
|
14.7K
$1.91M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
292+ 1.53% |
$28.5K - $30.4K
|
19.4K
$2.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
280+ 48.44% |
$27.3K - $29.2K
|
858
$111K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
280+ 2.8% |
$27.3K - $29.2K
|
10.3K
$1.33M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
274New |
$26.8K - $28.5K
|
274
$35.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
258+ 5.03% |
$25.2K - $26.9K
|
5.39K
$700K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
250+ 5.38% |
$24.4K - $26K
|
4.9K
$637K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
242New |
$23.6K - $25.2K
|
242
$31.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
231+ 6.46% |
$22.6K - $24.1K
|
3.81K
$494K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
208+ 9.33% |
$20.3K - $21.7K
|
2.44K
$317K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 35.27% |
$19.5K - $20.8K
|
767
$99.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
194New |
$18.9K - $20.2K
|
194
$25.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
191+ 0.32% |
$18.6K - $19.9K
|
60.5K
$7.86M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
189+ 3.95% |
$18.5K - $19.7K
|
4.98K
$647K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
162New |
$15.8K - $16.9K
|
162
$21K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
162New |
$15.8K - $16.9K
|
162
$21K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
150+ 0.26% |
$14.6K - $15.6K
|
57.4K
$7.46M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
150+ 4.76% |
$14.6K - $15.6K
|
3.3K
$429K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
148+ 2.92% |
$14.4K - $15.4K
|
5.21K
$677K
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
144+ 1.12% |
$14.1K - $15K
|
13K
$1.69M
|
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
132+ 11.11% |
$12.9K - $13.7K
|
1.32K
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129New |
$12.6K - $13.4K
|
129
$16.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
124+ 1.95% |
$12.1K - $12.9K
|
6.5K
$844K
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
120+ 0.32% |
$11.7K - $12.5K
|
37.9K
$4.93M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
117+ 1.26% |
$11.4K - $12.2K
|
9.38K
$1.22M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
117New |
$11.4K - $12.2K
|
117
$15.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
116+ 552.38% |
$11.3K - $12.1K
|
137
$17.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
112New |
$10.9K - $11.7K
|
112
$14.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 4.51% |
$9.76K - $10.4K
|
2.32K
$301K
|