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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11.3KNew |
$1.11M - $1.22M
|
11.3K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.2KNew |
$1.1M - $1.21M
|
11.2K
$1.45M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11.1KNew |
$1.09M - $1.21M
|
11.1K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.1K+ 10.05% |
$1.09M - $1.2M
|
121K
$15.8M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11KNew |
$1.08M - $1.2M
|
11K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
10.7K+ 4.49% |
$1.05M - $1.16M
|
248K
$32.2M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
10.6KNew |
$1.04M - $1.15M
|
10.6K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
10.5KNew |
$1.03M - $1.14M
|
10.5K
$1.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.3K+ 4.86% |
$1.01M - $1.12M
|
222K
$28.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 10.15% |
$1.01M - $1.11M
|
111K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.2K+ 90.41% |
$1M - $1.11M
|
21.5K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
9.93K+ 53.56% |
$976K - $1.08M
|
28.5K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.42KNew |
$925K - $1.02M
|
9.42K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.27K+ 8.85% |
$910K - $1.01M
|
114K
$14.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
9.1K+ 16.44% |
$893K - $986K
|
64.4K
$8.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9.03K+ 72.29% |
$887K - $980K
|
21.5K
$2.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.95K+ 16.88% |
$879K - $971K
|
62K
$8.05M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
8.9KNew |
$874K - $966K
|
8.9K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.66K+ 21119.51% |
$850K - $939K
|
8.7K
$1.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.35KNew |
$820K - $906K
|
8.35K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
8.22K+ 14.38% |
$808K - $892K
|
65.4K
$8.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.16K+ 7.32% |
$802K - $885K
|
120K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.98K+ 12.61% |
$784K - $866K
|
71.3K
$9.26M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.9K+ 6.28% |
$776K - $857K
|
134K
$17.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.75K+ 71.68% |
$761K - $841K
|
18.6K
$2.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
7.7K+ 23.86% |
$756K - $835K
|
40K
$5.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
7.67K+ 49.63% |
$753K - $832K
|
23.1K
$3M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.61K+ 4.57% |
$747K - $825K
|
174K
$22.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
7.59K+ 41.96% |
$746K - $823K
|
25.7K
$3.34M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.53KNew |
$740K - $817K
|
7.53K
$978K
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.51KNew |
$737K - $814K
|
7.51K
$975K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7.36KNew |
$722K - $798K
|
7.36K
$955K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.34K+ 9.21% |
$721K - $796K
|
87K
$11.3M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
7.21KNew |
$708K - $782K
|
7.21K
$936K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
7.19K+ 58.67% |
$706K - $780K
|
19.4K
$2.53M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.16KNew |
$703K - $776K
|
7.16K
$929K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7.11KNew |
$698K - $771K
|
7.11K
$923K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.07K+ 6.38% |
$694K - $766K
|
118K
$15.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
6.95KNew |
$682K - $753K
|
6.95K
$902K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.95KNew |
$682K - $753K
|
6.95K
$902K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.82K+ 28.33% |
$670K - $740K
|
30.9K
$4.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.79KNew |
$666K - $736K
|
6.79K
$881K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
6.61KNew |
$649K - $717K
|
6.61K
$859K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.52KNew |
$641K - $707K
|
6.52K
$847K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.41K+ 8.54% |
$630K - $696K
|
81.5K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
6.4KNew |
$628K - $694K
|
6.4K
$831K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.36K+ 12.37% |
$624K - $689K
|
57.8K
$7.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.3K+ 1.37% |
$618K - $683K
|
465K
$60.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.16K+ 1203.13% |
$605K - $668K
|
6.67K
$867K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.04K+ 14.73% |
$593K - $655K
|
47.1K
$6.11M
|