Purchases and Sales Made in Q4 2021 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) 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 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.42M+ 6.53% |
$336M - $371M
|
55.9M
$7.26B
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.46M+ 22.47% |
$143M - $158M
|
7.96M
$1.03B
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
819K+ 5.16% |
$80.4M - $88.8M
|
16.7M
$2.17B
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
798K+ 7.74% |
$78.4M - $86.6M
|
11.1M
$1.44B
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
768K+ 5.44% |
$75.5M - $83.3M
|
14.9M
$1.93B
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
515K+ 34.28% |
$50.6M - $55.9M
|
2.02M
$262M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
438K+ 146.67% |
$43M - $47.5M
|
736K
$95.6M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
418KNew |
$41.1M - $45.4M
|
418K
$54.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
411K+ 9.95% |
$40.4M - $44.6M
|
4.55M
$590M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
368K+ 23.19% |
$36.1M - $39.9M
|
1.95M
$254M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
335K+ 49.43% |
$32.9M - $36.3M
|
1.01M
$131M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
331K+ 12.96% |
$32.5M - $35.9M
|
2.89M
$375M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
319K+ 11.31% |
$31.4M - $34.7M
|
3.14M
$408M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
308KNew |
$30.2M - $33.4M
|
308K
$40M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
301KNew |
$29.6M - $32.7M
|
301K
$39.1M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
300K+ 9.54% |
$29.5M - $32.6M
|
3.45M
$448M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
271K+ 5.11% |
$26.6M - $29.4M
|
5.58M
$725M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
241KNew |
$23.7M - $26.2M
|
241K
$31.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 2.77% |
$22.5M - $24.9M
|
8.51M
$1.11B
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
207K+ 88.41% |
$20.3M - $22.4M
|
440K
$57.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
192KNew |
$18.9M - $20.8M
|
192K
$25M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
187KNew |
$18.4M - $20.3M
|
187K
$24.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
170K+ 8.17% |
$16.7M - $18.5M
|
2.26M
$293M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
163K+ 9.6% |
$16M - $17.7M
|
1.86M
$242M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
156KNew |
$15.3M - $16.9M
|
156K
$20.2M
|
|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
151KNew |
$14.8M - $16.4M
|
151K
$19.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
142K+ 80.69% |
$13.9M - $15.4M
|
317K
$41.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
140K+ 30.33% |
$13.8M - $15.2M
|
602K
$78.1M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
137KNew |
$13.4M - $14.9M
|
137K
$17.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
136K+ 18.29% |
$13.3M - $14.7M
|
879K
$114M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
134K+ 10.66% |
$13.2M - $14.5M
|
1.39M
$181M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
134K+ 18.86% |
$13.2M - $14.5M
|
844K
$110M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
133KNew |
$13.1M - $14.4M
|
133K
$17.3M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
129KNew |
$12.7M - $14M
|
129K
$16.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
125KNew |
$12.3M - $13.6M
|
125K
$16.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
121K+ 10.13% |
$11.9M - $13.2M
|
1.32M
$171M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
120KNew |
$11.7M - $13M
|
120K
$15.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
117K+ 20.25% |
$11.5M - $12.7M
|
693K
$90M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112K+ 13.94% |
$11M - $12.2M
|
916K
$119M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
107K+ 22.55% |
$10.5M - $11.6M
|
580K
$75.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
107K+ 3211.54% |
$10.5M - $11.6M
|
110K
$14.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105K+ 17.02% |
$10.3M - $11.4M
|
719K
$93.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
98.9K+ 227.22% |
$9.71M - $10.7M
|
142K
$18.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
95.1K+ 25.71% |
$9.34M - $10.3M
|
465K
$60.4M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
93.2KNew |
$9.16M - $10.1M
|
93.2K
$12.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
86.4K+ 12.27% |
$8.49M - $9.37M
|
791K
$103M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
84.9K+ 160.2% |
$8.33M - $9.2M
|
138K
$17.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
82.7K+ 7.76% |
$8.12M - $8.97M
|
1.15M
$149M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
82.1KNew |
$8.06M - $8.9M
|
82.1K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
80.9KNew |
$7.94M - $8.77M
|
80.9K
$10.5M
|