Purchases and Sales Made in Q4 2021 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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 14, 2022 Q4 2021
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-342
Closed
$33.6K - $37.1K
0 $0
Feb 14, 2022 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-366
- 4.5%
$35.9K - $39.7K
7.76K $1.03M
Dec 13, 2023 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-366
- 4.5%
$35.9K - $39.7K
7.76K $1.03M
Feb 08, 2022 Q4 2021
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-392
- 0.54%
$38.5K - $42.5K
71.8K $9.5M
Jul 24, 2024 Q4 2021
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-394
- 5.64%
$38.7K - $42.7K
6.59K $871K
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-431
- 1.79%
$42.3K - $46.7K
23.7K $3.13M
Feb 08, 2022 Q4 2021
Wealth Enhancement Advisory Services, LLC

SELL
 -
-461
- 3.31%
$45.3K - $50K
13.5K $1.78M
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-465
Closed
$45.7K - $50.4K
0 $0
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-480
Closed
$47.1K - $52.1K
0 $0
Feb 14, 2022 Q4 2021
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-529
- 0.65%
$52K - $57.4K
81.4K $10.8M
Feb 10, 2022 Q4 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-649
Closed
$63.7K - $70.4K
0 $0
Jan 20, 2022 Q4 2021
Rosenberg Matthew Hamilton

SELL
 -
-652
- 1.23%
$64K - $70.7K
52.3K $6.91M
Feb 14, 2022 Q4 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-654
- 4.88%
$64.2K - $70.9K
12.8K $1.69M
Feb 14, 2022 Q4 2021
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-693
- 19.52%
$68.1K - $75.2K
2.86K $378K
Jan 12, 2022 Q4 2021
Gradient Investments LLC

SELL
 -
-726
- 69.27%
$71.3K - $78.7K
322 $42.6K
Feb 14, 2022 Q4 2021
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-751
- 24.78%
$73.8K - $81.5K
2.28K $302K
Feb 09, 2022 Q4 2021
Tiedemann Advisors, LLC

SELL
 -
-855
- 1.42%
$84K - $92.7K
59.4K $7.85M
Jan 27, 2022 Q4 2021
Mattern Wealth Management LLC

SELL
 -
-886
- 30.34%
$87K - $96.1K
2.03K $269K
Feb 11, 2022 Q4 2021
Bigelow Investment Advisors, LLC

SELL
 -
-892
- 8.48%
$87.6K - $96.7K
9.63K $1.27M
Jan 31, 2022 Q4 2021
Veracity Capital LLC

SELL
 -
-893
- 5.71%
$87.7K - $96.9K
14.7K $1.95M
Feb 14, 2022 Q4 2021
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-918
- 0.36%
$90.2K - $99.6K
256K $33.8M
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-1.02K
- 1.2%
$100K - $111K
84.4K $11.2M
Jan 26, 2022 Q4 2021
Signature Securities Group Corporation

SELL
 -
-1.08K
Closed
$106K - $117K
0 $0
Jan 20, 2022 Q4 2021
4 J Wealth Management LLC

SELL
 -
-1.12K
- 1.12%
$110K - $122K
99.5K $13.2M
Jan 20, 2022 Q4 2021
Archford Capital Strategies, LLC

SELL
 -
-1.2K
- 2.34%
$118K - $130K
50.1K $6.63M
Feb 14, 2022 Q4 2021
Halbert Hargrove Global Advisors, LLC

SELL
 -
-1.2K
- 2.17%
$118K - $130K
54.2K $7.17M
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-1.29K
Closed
$126K - $139K
0 $0
Jan 21, 2022 Q4 2021
Bradley & Co. Private Wealth Management, LLC

SELL
 -
-1.32K
Closed
$130K - $143K
0 $0
Jan 25, 2022 Q4 2021
Macroview Investment Management LLC

SELL
 -
-1.34K
- 2.44%
$132K - $145K
53.5K $7.07M
Feb 14, 2022 Q4 2021
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-1.34K
- 32.71%
$132K - $145K
2.76K $365K
Feb 14, 2022 Q4 2021
Gsa Capital Partners LLP

London, X0
SELL
 -
-1.46K
- 22.47%
$143K - $158K
5.03K $665K
Jan 20, 2022 Q4 2021
Transcend Capital Advisors, LLC

SELL
 -
-1.47K
- 1.68%
$144K - $159K
86.1K $11.4M
Feb 04, 2022 Q4 2021
Legacy Financial Advisors, Inc.

SELL
 -
-1.49K
- 11.53%
$146K - $161K
11.4K $1.51M
Jan 21, 2022 Q4 2021
Prosperity Planning, Inc.

SELL
 -
-1.56K
- 21.65%
$153K - $169K
5.64K $746K
Feb 10, 2022 Q4 2021
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-1.57K
- 16.74%
$154K - $170K
7.81K $1.03M
Feb 03, 2022 Q4 2021
Spectrum Management Group, LLC

SELL
 -
-1.6K
- 0.56%
$157K - $173K
284K $37.6M
Jan 25, 2022 Q4 2021
Private Ocean, LLC

SELL
 -
-1.62K
- 2.67%
$159K - $176K
58.9K $7.79M
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

SELL
 -
-1.63K
- 15.83%
$160K - $176K
8.65K $1.14M
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-1.65K
Closed
$162K - $179K
0 $0
Feb 17, 2022 Q4 2021
V Wealth Advisors LLC

SELL
 -
-1.67K
- 13.99%
$164K - $181K
10.3K $1.36M
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-1.82K
Closed
$179K - $198K
0 $0
Jan 13, 2022 Q4 2021
Parkside Advisors LLC

SELL
 -
-1.84K
- 3.32%
$181K - $200K
53.7K $7.1M
Feb 03, 2022 Q4 2021
Greenwood Capital Associates LLC

Greenwood, SC
SELL
 -
-1.91K
- 3.49%
$188K - $207K
52.9K $6.99M
Feb 04, 2022 Q4 2021
Alpha Star Capital Management, LLC

SELL
 -
-1.98K
Closed
$194K - $214K
0 $0
Feb 09, 2022 Q4 2021
Massmutual Trust CO Fsb

SELL
 -
-2.01K
- 24.95%
$197K - $217K
6.03K $798K
Feb 14, 2022 Q4 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-2.26K
- 46.07%
$222K - $245K
2.65K $350K
Feb 15, 2022 Q4 2021
Flputnam Investment Management CO

Portland, ME
SELL
 -
-2.27K
- 2.74%
$223K - $246K
80.6K $10.7M
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-2.41K
- 35.1%
$236K - $261K
4.45K $589K
Feb 11, 2022 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-2.41K
- 35.1%
$236K - $261K
4.45K $589K

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