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 |
---|---|---|---|---|---|---|---|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
209New |
$20.5K - $22.7K
|
209
$27.1K
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
202+ 2.0% |
$19.8K - $21.9K
|
10.3K
$1.34M
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
196+ 5.02% |
$19.2K - $21.3K
|
4.1K
$533K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
193+ 7.31% |
$19K - $20.9K
|
2.83K
$368K
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
177+ 3.94% |
$17.4K - $19.2K
|
4.68K
$607K
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
163+ 1.2% |
$16K - $17.7K
|
13.7K
$1.78M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
162+ 2.69% |
$15.9K - $17.6K
|
6.19K
$804K
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
151New |
$14.8K - $16.4K
|
151
$19.6K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
134+ 15.71% |
$13.2K - $14.5K
|
987
$128K
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
124+ 2.28% |
$12.2K - $13.4K
|
5.57K
$723K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
115New |
$11.3K - $12.5K
|
115
$14.9K
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
115+ 1.0% |
$11.3K - $12.5K
|
11.7K
$1.52M
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
114New |
$11.2K - $12.4K
|
114
$14.8K
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
112+ 0.3% |
$11K - $12.1K
|
38K
$4.94M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
107+ 5.19% |
$10.5K - $11.6K
|
2.17K
$282K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
96+ 4.35% |
$9.43K - $10.4K
|
2.3K
$299K
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
95+ 4.08% |
$9.33K - $10.3K
|
2.43K
$315K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
81+ 0.36% |
$7.96K - $8.79K
|
22.9K
$2.97M
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
80New |
$7.86K - $8.68K
|
80
$10.4K
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
78+ 3.67% |
$7.66K - $8.46K
|
2.21K
$286K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
76+ 0.7% |
$7.46K - $8.24K
|
10.9K
$1.41M
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$7.37K - $8.13K
|
75
$9.74K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
66New |
$6.48K - $7.16K
|
66
$8.57K
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
65+ 1.11% |
$6.38K - $7.05K
|
5.94K
$772K
|
|
Feb 11, 2022
Q4 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
65+ 1.45% |
$6.38K - $7.05K
|
4.54K
$590K
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
64New |
$6.29K - $6.94K
|
64
$8.31K
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
58+ 0.35% |
$5.7K - $6.29K
|
16.8K
$2.19M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51New |
$5.01K - $5.53K
|
51
$6.62K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
50+ 4.13% |
$4.91K - $5.42K
|
1.26K
$164K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
35+ 1.2% |
$3.44K - $3.8K
|
2.94K
$382K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
31+ 0.07% |
$3.04K - $3.36K
|
43.5K
$5.66M
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 2.45% |
$2.95K - $3.25K
|
1.25K
$163K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
20New |
$1.96K - $2.17K
|
20
$2.6K
|
|
Jan 28, 2022
Q4 2021
|
Sl Advisors, LLC
|
BUY
|
- |
19+ 0.61% |
$1.87K - $2.06K
|
3.13K
$407K
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
17+ 0.65% |
$1.67K - $1.84K
|
2.63K
$341K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
15New |
$1.47K - $1.63K
|
15
$1.95K
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.36% |
$1.47K - $1.63K
|
4.22K
$548K
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
14+ 0.3% |
$1.37K - $1.52K
|
4.63K
$601K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13+ 0.25% |
$1.28K - $1.41K
|
5.22K
$678K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12+ 0.24% |
$1.18K - $1.3K
|
5.02K
$651K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10+ 4.13% |
$982 - $1.08K
|
252
$32.7K
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
7+ 0.23% |
$687 - $759
|
3.02K
$392K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.3% |
$589 - $651
|
1.97K
$256K
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 57.14% |
$393 - $434
|
11
$1.43K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.08% |
$393 - $434
|
5.32K
$691K
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
3+ 0.14% |
$295 - $325
|
2.17K
$281K
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.24% |
$98.2 - $108
|
425
$55.2K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1- 0.01% |
$98.2 - $108
|
12.2K
$1.58M
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4- 0.13% |
$393 - $434
|
3.16K
$410K
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
SELL
|
- |
-5- 0.87% |
$491 - $542
|
570
$74K
|