Purchases and Sales Made in Q3 2021 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-38- 0.26% |
$2.93K - $3.13K
|
14.5K
$1.15M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-51- 2.36% |
$3.93K - $4.21K
|
2.11K
$168K
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-62- 1.2% |
$4.78K - $5.11K
|
5.12K
$407K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-65- 0.71% |
$5.01K - $5.36K
|
9.14K
$728K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-74- 1.73% |
$5.7K - $6.1K
|
4.2K
$334K
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-86- 0.55% |
$6.63K - $7.09K
|
15.4K
$1.23M
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-86- 1.39% |
$6.63K - $7.09K
|
6.08K
$484K
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-87- 7.35% |
$6.71K - $7.18K
|
1.1K
$87.2K
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-137- 0.94% |
$10.6K - $11.3K
|
14.4K
$1.14M
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-183- 0.97% |
$14.1K - $15.1K
|
18.7K
$1.49M
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-212Closed |
$16.3K - $17.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
SELL
|
- |
-280- 9.71% |
$21.6K - $23.1K
|
2.61K
$207K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-285- 6.09% |
$22K - $23.5K
|
4.4K
$350K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-304- 9.64% |
$23.4K - $25.1K
|
2.85K
$227K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-335Closed |
$25.8K - $27.6K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-530- 16.38% |
$40.9K - $43.7K
|
2.71K
$215K
|
|
Nov 09, 2021
Q3 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-540- 0.89% |
$41.6K - $44.5K
|
60.5K
$4.81M
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-550- 15.47% |
$42.4K - $45.4K
|
3.01K
$239K
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-570- 1.42% |
$43.9K - $47K
|
39.5K
$3.14M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-575Closed |
$44.3K - $47.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-582- 9.68% |
$44.9K - $48K
|
5.43K
$432K
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-671- 0.52% |
$51.7K - $55.3K
|
129K
$10.3M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-703- 1.18% |
$54.2K - $58K
|
59K
$4.69M
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-749- 3.7% |
$57.7K - $61.8K
|
19.5K
$1.55M
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-775- 3.43% |
$59.7K - $63.9K
|
21.8K
$1.74M
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-785- 21.1% |
$60.5K - $64.7K
|
2.94K
$234K
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-788- 29.41% |
$60.7K - $65K
|
1.89K
$150K
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-875- 24.12% |
$67.5K - $72.2K
|
2.75K
$219K
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-942- 3.58% |
$72.6K - $77.7K
|
25.4K
$2.02M
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1K- 3.67% |
$77.3K - $82.7K
|
26.4K
$2.1M
|
|
Nov 15, 2021
Q3 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.06K- 12.36% |
$81.8K - $87.5K
|
7.53K
$599K
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.35K- 1.3% |
$104K - $112K
|
102K
$8.14M
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.43K- 1.35% |
$111K - $118K
|
105K
$8.32M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.86K- 43.05% |
$143K - $153K
|
2.46K
$195K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.19K- 33.35% |
$169K - $180K
|
4.37K
$348K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.5K- 21.52% |
$193K - $207K
|
9.13K
$726K
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.52K- 5.49% |
$194K - $208K
|
43.3K
$3.45M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.58KClosed |
$199K - $213K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-2.88K- 3.8% |
$222K - $238K
|
73K
$5.81M
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.9K- 15.01% |
$224K - $239K
|
16.4K
$1.31M
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-3.34KClosed |
$258K - $276K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.63KClosed |
$280K - $299K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4K- 15.27% |
$308K - $330K
|
22.2K
$1.77M
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-4K- 60.7% |
$308K - $330K
|
2.59K
$206K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.64K- 61.17% |
$357K - $382K
|
2.94K
$234K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.48K- 2.78% |
$576K - $617K
|
261K
$20.8M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.53KClosed |
$580K - $621K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.01KClosed |
$618K - $661K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8.03K- 13.71% |
$619K - $663K
|
50.6K
$4.02M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.07K- 4.17% |
$622K - $666K
|
185K
$14.8M
|