Purchases and Sales Made in Q1 2021 in Ishares, Inc. Ishares Esg Awar (ESGE)

ESGE Quotes by TradingView

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
Apr 26, 2021 Q1 2021
Mascoma Wealth Management LLC

BUY
 -
7.34K
New
$307K - $346K
7.34K $258K
May 12, 2021 Q1 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
7.19K
+ 16.86%
$301K - $339K
49.8K $1.75M
May 04, 2021 Q1 2021
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
7.1K
+ 34.66%
$297K - $335K
27.6K $970K
May 11, 2021 Q1 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
7.08K
+ 821.81%
$296K - $334K
7.95K $279K
Apr 26, 2021 Q1 2021
Whittier Trust CO

BUY
 -
6.92K
+ 23.79%
$290K - $327K
36K $1.27M
Apr 27, 2021 Q1 2021
Dynamic Advisor Solutions LLC

BUY
 -
6.78K
+ 11.28%
$284K - $320K
66.9K $2.35M
May 05, 2021 Q1 2021
Jmg Financial Group, Ltd.

BUY
 -
6.69K
New
$280K - $316K
6.69K $235K
May 06, 2021 Q1 2021
Brandywine Oak Private Wealth LLC

BUY
 -
6.62K
New
$277K - $312K
6.62K $233K
May 14, 2021 Q1 2021
Plancorp, LLC

BUY
 -
6.46K
New
$270K - $305K
6.46K $227K
May 13, 2021 Q1 2021
3 D/L Capital Management, LLC

BUY
 -
6.41K
New
$268K - $303K
6.41K $226K
Aug 17, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.3K
+ 1277.28%
$263K - $297K
6.79K $239K
May 14, 2021 Q1 2021
Cibc Asset Management Inc

Toronto, A6
BUY
 -
5.97K
+ 36.23%
$250K - $282K
22.5K $790K
Jul 24, 2024 Q1 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
5.88K
+ 36.36%
$246K - $277K
22K $775K
May 12, 2021 Q1 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
5.87K
New
$245K - $277K
5.87K $206K
Apr 21, 2021 Q1 2021
Baystate Wealth Management LLC

BUY
 -
5.75K
+ 21.69%
$240K - $271K
32.3K $1.13M
May 13, 2021 Q1 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
5.69K
+ 0.78%
$238K - $269K
735K $25.8M
Apr 26, 2021 Q1 2021
Marino, Stram & Associates LLC

BUY
 -
5.65K
New
$236K - $267K
5.65K $199K
May 10, 2021 Q1 2021
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
5.63K
New
$235K - $265K
5.63K $198K
May 17, 2021 Q1 2021
Charter Oak Capital Management, LLC

BUY
 -
5.61K
+ 705.92%
$234K - $264K
6.4K $225K
May 11, 2021 Q1 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
5.4K
New
$226K - $255K
5.4K $190K
May 17, 2021 Q1 2021
Orion Portfolio Solutions, LLC

BUY
 -
5.38K
+ 33.91%
$225K - $254K
21.2K $747K
Apr 29, 2021 Q1 2021
Aaron Wealth Advisors LLC

BUY
 -
5.29K
New
$221K - $250K
5.29K $186K
May 12, 2021 Q1 2021
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
5.26K
+ 18.2%
$220K - $248K
34.2K $1.2M
May 12, 2021 Q1 2021
Strategy Asset Managers LLC

BUY
 -
5.19K
+ 30.86%
$217K - $245K
22K $774K
Jul 17, 2024 Q1 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
5.11K
+ 76.52%
$214K - $241K
11.8K $414K
May 13, 2021 Q1 2021
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
5.05K
New
$211K - $238K
5.05K $178K
Apr 29, 2021 Q1 2021
M. Kulyk & Associates, LLC

BUY
 -
5.04K
New
$211K - $238K
5.04K $177K
Apr 20, 2021 Q1 2021
Pds Planning, Inc

BUY
 -
5.04K
New
$211K - $238K
5.04K $177K
May 07, 2021 Q1 2021
Brighton Jones LLC

BUY
 -
5K
+ 48.91%
$209K - $236K
15.2K $535K
Apr 19, 2021 Q1 2021
Lantz Financial LLC

BUY
 -
4.89K
New
$204K - $231K
4.89K $172K
May 13, 2021 Q1 2021
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
4.87K
+ 87.7%
$204K - $230K
10.4K $367K
May 26, 2021 Q1 2021
Aspire Private Capital, LLC

BUY
 -
4.82K
+ 47.17%
$202K - $227K
15K $529K
May 07, 2021 Q1 2021
1 St Source Bank

BUY
 -
4.62K
New
$193K - $218K
4.62K $162K
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4.57K
+ 18.96%
$191K - $216K
28.7K $1.01M
Apr 28, 2021 Q1 2021
Cypress Wealth Services, LLC

BUY
 -
4.57K
+ 2.42%
$191K - $215K
193K $6.8M
May 13, 2021 Q1 2021
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
4.32K
+ 11.13%
$181K - $204K
43.2K $1.52M
Apr 21, 2021 Q1 2021
Patton Albertson Miller Group, LLC

BUY
 -
4.25K
+ 15.94%
$178K - $201K
30.9K $1.09M
May 06, 2021 Q1 2021
Larson Financial Group LLC

BUY
 -
4.16K
+ 131.76%
$174K - $196K
7.32K $257K
Apr 19, 2021 Q1 2021
Ifg Advisory, LLC

BUY
 -
4.14K
+ 24.05%
$173K - $195K
21.4K $751K
May 04, 2021 Q1 2021
Community Bank, N.A.

BUY
 -
4.09K
+ 42.38%
$171K - $193K
13.7K $483K
May 13, 2021 Q1 2021
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
3.93K
+ 6.58%
$164K - $185K
63.6K $2.24M
May 04, 2021 Q1 2021
Institute For Wealth Management, Llc.

BUY
 -
3.69K
+ 29.99%
$154K - $174K
16K $563K
May 11, 2021 Q1 2021
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
3.3K
+ 27.32%
$138K - $156K
15.4K $541K
Apr 12, 2021 Q1 2021
Acorn Financial Advisory Services Inc

BUY
 -
2.99K
+ 56.16%
$125K - $141K
8.33K $293K
Apr 23, 2021 Q1 2021
Parsec Financial Management, Inc.

BUY
 -
2.78K
+ 8.02%
$116K - $131K
37.5K $1.32M
May 24, 2021 Q1 2021
Garde Capital, Inc.

Seattle, WA
BUY
 -
2.73K
+ 30.13%
$114K - $129K
11.8K $414K
May 13, 2021 Q1 2021
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
2.67K
+ 9.21%
$112K - $126K
31.7K $1.11M
May 15, 2024 Q1 2021
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2.56K
+ 156.66%
$107K - $121K
4.2K $148K
Apr 21, 2021 Q1 2021
Sharkey, Howes & Javer

BUY
 -
2.34K
+ 0.88%
$97.8K - $110K
267K $9.39M

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