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 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
79.9KNew |
$7.84M - $8.66M
|
79.9K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
79.5K+ 26.16% |
$7.81M - $8.63M
|
384K
$51M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
79.5KNew |
$7.81M - $8.62M
|
79.5K
$10.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.1K+ 10.84% |
$7.57M - $8.36M
|
788K
$105M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.5K+ 12.77% |
$7.31M - $8.08M
|
658K
$87.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
73K+ 6.32% |
$7.17M - $7.92M
|
1.23M
$163M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
72.9KNew |
$7.16M - $7.91M
|
72.9K
$9.69M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71.4K+ 2.18% |
$7.01M - $7.74M
|
3.34M
$444M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
70.2K+ 650.64% |
$6.89M - $7.61M
|
81K
$10.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
66.6K+ 27.26% |
$6.54M - $7.22M
|
311K
$41.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
66.1KNew |
$6.5M - $7.17M
|
66.1K
$8.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.7K+ 42.01% |
$6.16M - $6.8M
|
212K
$28.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
62.4K+ 70.11% |
$6.13M - $6.77M
|
151K
$20.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
62.2K+ 21.74% |
$6.11M - $6.74M
|
348K
$46.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
58.4KNew |
$5.73M - $6.33M
|
58.4K
$7.76M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
57.4K+ 21.96% |
$5.64M - $6.22M
|
319K
$42.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
55.3KNew |
$5.43M - $6M
|
55.3K
$7.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.9K+ 379.3% |
$5M - $5.52M
|
64.4K
$8.55M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
49.6KNew |
$4.87M - $5.38M
|
49.6K
$6.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
48.9KNew |
$4.8M - $5.3M
|
48.9K
$6.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
42.4KNew |
$4.16M - $4.59M
|
42.4K
$5.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
41K+ 34.78% |
$4.03M - $4.45M
|
159K
$21.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
40.9K+ 17.09% |
$4.02M - $4.44M
|
280K
$37.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39.4K+ 126.57% |
$3.87M - $4.27M
|
70.5K
$9.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
38.8K+ 50.02% |
$3.81M - $4.21M
|
116K
$15.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
38.6K+ 203.26% |
$3.79M - $4.18M
|
57.5K
$7.64M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
38.3KNew |
$3.76M - $4.16M
|
38.3K
$5.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
38K+ 1332.63% |
$3.73M - $4.12M
|
40.8K
$5.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
37.6K+ 435.0% |
$3.7M - $4.08M
|
46.3K
$6.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.4K+ 7.72% |
$3.67M - $4.05M
|
522K
$69.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
37.3KNew |
$3.66M - $4.05M
|
37.3K
$4.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
34.2K+ 5.49% |
$3.36M - $3.71M
|
657K
$87.4M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
34KNew |
$3.34M - $3.69M
|
34K
$4.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.3K+ 9.02% |
$3.27M - $3.61M
|
402K
$53.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
33K+ 11.61% |
$3.24M - $3.58M
|
317K
$42.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.3K+ 11.52% |
$3.18M - $3.51M
|
313K
$41.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.8K+ 18.12% |
$3.13M - $3.45M
|
207K
$27.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31.5K+ 8.37% |
$3.1M - $3.42M
|
408K
$54.2M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29K+ 7.33% |
$2.85M - $3.14M
|
425K
$56.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.7K+ 24.88% |
$2.81M - $3.11M
|
144K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
28.3K+ 19.28% |
$2.78M - $3.07M
|
175K
$23.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
27.9K+ 5.9% |
$2.74M - $3.03M
|
501K
$66.5M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
27.6KNew |
$2.71M - $2.99M
|
27.6K
$3.67M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
26.8KNew |
$2.63M - $2.91M
|
26.8K
$3.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
26.3K+ 7.0% |
$2.58M - $2.85M
|
402K
$53.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.2K+ 4.4% |
$2.57M - $2.84M
|
622K
$82.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
26.1K+ 5199.4% |
$2.56M - $2.83M
|
26.6K
$3.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26.1K+ 398.55% |
$2.56M - $2.83M
|
32.6K
$4.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
26K+ 260.0% |
$2.55M - $2.82M
|
36K
$4.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
25KNew |
$2.45M - $2.71M
|
25K
$3.32M
|