Purchases and Sales Made in Q1 2021 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES, INC. ISHARES ESG AWAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
BUY
|
- |
31.5KNew |
$1.32M - $1.49M
|
31.5K
$1.11M
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
31.4K+ 331.6% |
$1.31M - $1.48M
|
40.8K
$1.44M
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
31.1K+ 15.71% |
$1.3M - $1.47M
|
229K
$8.05M
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
29.9K+ 389.53% |
$1.25M - $1.41M
|
37.6K
$1.32M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.24M - $1.4M
|
29.6K
$1.04M
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
25.4KNew |
$1.06M - $1.2M
|
25.4K
$894K
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
24.3KNew |
$1.02M - $1.15M
|
24.3K
$854K
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 318.27% |
$984K - $1.11M
|
30.9K
$1.09M
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22.3K+ 36.65% |
$931K - $1.05M
|
83K
$2.92M
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22.1K+ 172.1% |
$923K - $1.04M
|
34.9K
$1.23M
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.7K+ 9.67% |
$907K - $1.02M
|
246K
$8.65M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 42.26% |
$800K - $902K
|
64.4K
$2.26M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.2K+ 8.02% |
$721K - $814K
|
232K
$8.16M
|
|
May 12, 2021
Q1 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17KNew |
$712K - $803K
|
17K
$599K
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 253.78% |
$689K - $777K
|
23K
$807K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.3K+ 159.81% |
$681K - $768K
|
26.5K
$930K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16K+ 8.98% |
$669K - $755K
|
194K
$6.83M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 11.26% |
$661K - $746K
|
156K
$5.49M
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
15.1KNew |
$632K - $713K
|
15.1K
$531K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.9K+ 166.04% |
$622K - $701K
|
23.8K
$837K
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$619K - $699K
|
14.8K
$521K
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.2K+ 40.27% |
$593K - $669K
|
49.4K
$1.74M
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.1K+ 70.24% |
$591K - $667K
|
34.3K
$1.21M
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14K+ 4.18% |
$584K - $659K
|
348K
$12.2M
|
|
May 15, 2023
Q1 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
13.2KNew |
$552K - $623K
|
13.2K
$464K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13KNew |
$543K - $613K
|
13K
$457K
|
|
May 14, 2021
Q1 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
12.5KNew |
$523K - $591K
|
12.5K
$440K
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
BUY
|
- |
12.2K+ 16.79% |
$511K - $577K
|
85K
$2.99M
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.2K+ 51.75% |
$509K - $574K
|
35.7K
$1.25M
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 93.46% |
$491K - $554K
|
24.3K
$855K
|
|
Apr 27, 2021
Q1 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
11.7K+ 8.53% |
$488K - $551K
|
149K
$5.23M
|
|
Apr 15, 2021
Q1 2021
|
Apella Capital, LLC
|
BUY
|
- |
11.5K+ 117.37% |
$483K - $545K
|
21.4K
$752K
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.1K+ 99.41% |
$463K - $522K
|
22.2K
$780K
|
|
May 10, 2021
Q1 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.2K+ 9.01% |
$427K - $482K
|
123K
$4.34M
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
9.83K+ 34.0% |
$411K - $464K
|
38.8K
$1.36M
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.77K+ 199.69% |
$408K - $461K
|
14.7K
$515K
|
|
May 14, 2021
Q1 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
9.74KNew |
$407K - $459K
|
9.74K
$342K
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
BUY
|
- |
9.54K+ 35.08% |
$399K - $450K
|
36.7K
$1.29M
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.23K+ 9.95% |
$386K - $436K
|
102K
$3.59M
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.03K+ 72.95% |
$378K - $426K
|
21.4K
$753K
|
|
May 07, 2021
Q1 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
8.95KNew |
$374K - $422K
|
8.95K
$315K
|
|
May 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.79K+ 58.28% |
$367K - $415K
|
23.9K
$839K
|
|
May 12, 2021
Q1 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.75K+ 36.36% |
$366K - $413K
|
32.8K
$1.15M
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
8.42K+ 56.27% |
$352K - $398K
|
23.4K
$823K
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.15K+ 2208.94% |
$341K - $385K
|
8.52K
$300K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.87KNew |
$329K - $372K
|
7.87K
$277K
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.75KNew |
$324K - $366K
|
7.75K
$273K
|
|
May 04, 2021
Q1 2021
|
Grant
|
BUY
|
- |
7.64KNew |
$320K - $361K
|
7.64K
$269K
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.53KNew |
$315K - $355K
|
7.53K
$265K
|
|
Apr 19, 2021
Q1 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.49K+ 25.77% |
$313K - $354K
|
36.6K
$1.29M
|