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
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.26K+ 4.09% |
$320K - $354K
|
82.9K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.19K+ 22.34% |
$314K - $346K
|
17.5K
$2.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.13KNew |
$308K - $340K
|
3.13K
$407K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
3.13KNew |
$308K - $340K
|
3.13K
$407K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.12KNew |
$306K - $338K
|
3.12K
$405K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.11K+ 7.05% |
$306K - $338K
|
47.3K
$6.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.11K+ 98.23% |
$305K - $337K
|
6.27K
$815K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$295K - $325K
|
3K
$390K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
3KNew |
$294K - $325K
|
3K
$389K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.98KNew |
$293K - $323K
|
2.98K
$387K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.96K+ 11.25% |
$291K - $321K
|
29.3K
$3.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.94KNew |
$288K - $318K
|
2.94K
$381K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$282K - $311K
|
2.87K
$372K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.83K+ 8.62% |
$278K - $307K
|
35.7K
$4.64M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.83K+ 16.57% |
$278K - $307K
|
19.9K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.82K+ 57.52% |
$277K - $306K
|
7.72K
$1M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.78K+ 2.52% |
$273K - $302K
|
113K
$14.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.78K+ 15.06% |
$273K - $302K
|
21.3K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
2.77KNew |
$272K - $300K
|
2.77K
$360K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.76K+ 4.88% |
$271K - $299K
|
59.3K
$7.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
2.71KNew |
$266K - $294K
|
2.71K
$352K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.65K+ 12.73% |
$260K - $287K
|
23.5K
$3.05M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.64K+ 250.95% |
$259K - $286K
|
3.69K
$480K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.61KNew |
$257K - $284K
|
2.61K
$340K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.55K+ 2.02% |
$251K - $277K
|
129K
$16.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.55K+ 6.43% |
$250K - $276K
|
42.1K
$5.47M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.54K+ 7.23% |
$249K - $275K
|
37.7K
$4.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.53KNew |
$249K - $275K
|
2.53K
$329K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
2.47KNew |
$243K - $268K
|
2.47K
$321K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.46K+ 24.45% |
$241K - $266K
|
12.5K
$1.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
2.45K+ 19.47% |
$241K - $266K
|
15.1K
$1.96M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.44KNew |
$240K - $265K
|
2.44K
$317K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.44K+ 10.56% |
$240K - $265K
|
25.6K
$3.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
2.44KNew |
$239K - $264K
|
2.44K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.4K+ 11.62% |
$235K - $260K
|
23K
$2.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.38K+ 98.31% |
$234K - $258K
|
4.8K
$623K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.37K+ 50.5% |
$233K - $257K
|
7.07K
$918K
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.37KNew |
$232K - $257K
|
2.37K
$307K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.3K+ 1.58% |
$226K - $249K
|
148K
$19.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.28K+ 28.98% |
$224K - $247K
|
10.1K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.25K+ 14.86% |
$221K - $244K
|
17.4K
$2.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.24K+ 5.04% |
$220K - $243K
|
46.6K
$6.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.14KNew |
$210K - $232K
|
2.14K
$278K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.13K+ 4.86% |
$209K - $230K
|
45.9K
$5.96M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.12K+ 4.92% |
$208K - $230K
|
45.3K
$5.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.11KNew |
$207K - $229K
|
2.11K
$274K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.08KNew |
$204K - $225K
|
2.08K
$270K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.08K+ 6.97% |
$204K - $225K
|
31.8K
$4.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.07KNew |
$203K - $225K
|
2.07K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.07KNew |
$203K - $224K
|
2.07K
$268K
|