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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2021
Q1 2021
|
Highland Private Wealth Management
|
BUY
|
- |
2.3K+ 1.87% |
$96.4K - $109K
|
126K
$4.42M
|
|
|
Apr 27, 2021
Q1 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.17K+ 32.22% |
$90.8K - $102K
|
8.91K
$313K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.1K+ 1.38% |
$87.8K - $99.1K
|
154K
$5.41M
|
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.97K+ 8.64% |
$82.4K - $93K
|
24.8K
$871K
|
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.91K+ 32.22% |
$80.1K - $90.3K
|
7.86K
$276K
|
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.86K+ 10.5% |
$77.6K - $87.6K
|
19.5K
$687K
|
|
|
May 11, 2021
Q1 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.82K+ 20.53% |
$76.2K - $85.9K
|
10.7K
$376K
|
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.77K+ 15.11% |
$74.2K - $83.7K
|
13.5K
$475K
|
|
|
Apr 13, 2021
Q1 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 20.55% |
$71.2K - $80.3K
|
9.99K
$351K
|
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.7K+ 25.87% |
$71.1K - $80.2K
|
8.27K
$291K
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.67K+ 31.02% |
$69.8K - $78.7K
|
7.05K
$248K
|
|
|
May 12, 2021
Q1 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.64K+ 12.13% |
$68.4K - $77.2K
|
15.1K
$532K
|
|
|
Apr 29, 2021
Q1 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.55K+ 10.6% |
$65K - $73.3K
|
16.2K
$570K
|
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.55K+ 5.75% |
$64.7K - $73K
|
28.4K
$1M
|
|
|
May 14, 2021
Q1 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.54K+ 6.92% |
$64.5K - $72.8K
|
23.8K
$838K
|
|
|
May 06, 2021
Q1 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.51K+ 7.96% |
$63.1K - $71.2K
|
20.5K
$720K
|
|
|
May 11, 2021
Q1 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.51KNew |
$63K - $71.1K
|
1.51K
$53K
|
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.48K+ 25.28% |
$62.1K - $70K
|
7.35K
$259K
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.47KNew |
$61.5K - $69.4K
|
1.47K
$51.7K
|
|
|
Apr 28, 2021
Q1 2021
|
Howland Capital Management LLC
|
BUY
|
- |
1.44K+ 2.0% |
$60.2K - $67.9K
|
73.2K
$2.58M
|
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.39K+ 3.46% |
$58.2K - $65.7K
|
41.6K
$1.46M
|
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.37K+ 7.31% |
$57.5K - $64.8K
|
20.2K
$709K
|
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.28K+ 1347.37% |
$53.5K - $60.4K
|
1.38K
$48.4K
|
|
|
Apr 16, 2021
Q1 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.27K+ 4.94% |
$53K - $59.8K
|
27K
$948K
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
1.27K+ 18.91% |
$52.9K - $59.7K
|
7.95K
$280K
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.25K+ 9.98% |
$52.2K - $58.9K
|
13.8K
$484K
|
|
|
May 06, 2021
Q1 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.22K+ 14.95% |
$51K - $57.5K
|
9.38K
$330K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 91.36% |
$50.4K - $56.9K
|
2.53K
$88.8K
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
BUY
|
- |
1.2K+ 5.43% |
$50K - $56.4K
|
23.2K
$816K
|
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 15.71% |
$49.5K - $55.8K
|
8.72K
$307K
|
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.17K+ 16.7% |
$49K - $55.3K
|
8.18K
$288K
|
|
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.11KNew |
$46.4K - $52.3K
|
1.11K
$39K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1K+ 15.55% |
$46K - $51.9K
|
8.17K
$287K
|
|
|
Apr 21, 2021
Q1 2021
|
Affiance Financial, LLC
|
BUY
|
- |
1.09K+ 7.89% |
$45.5K - $51.3K
|
14.9K
$523K
|
|
|
Apr 26, 2021
Q1 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.09K+ 3.32% |
$45.4K - $51.2K
|
33.8K
$1.19M
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$45.3K - $51.2K
|
1.08K
$38.1K
|
|
|
May 04, 2021
Q1 2021
|
Redw Wealth LLC
|
BUY
|
- |
1.07K+ 7.92% |
$44.6K - $50.4K
|
14.5K
$512K
|
|
|
May 12, 2021
Q1 2021
|
Rede Wealth, LLC
|
BUY
|
- |
1.07K+ 7.12% |
$44.6K - $50.3K
|
16K
$564K
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.05K+ 32.64% |
$44K - $49.7K
|
4.28K
$150K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.05K+ 5.54% |
$44K - $49.6K
|
20K
$705K
|
|
|
Apr 27, 2021
Q1 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.05K+ 0.75% |
$43.8K - $49.5K
|
140K
$4.93M
|
|
|
Apr 20, 2021
Q1 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
997+ 7.43% |
$41.7K - $47K
|
14.4K
$507K
|
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
973+ 4.3% |
$40.7K - $45.9K
|
23.6K
$829K
|
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
958+ 6.47% |
$40.1K - $45.2K
|
15.8K
$555K
|
|
|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
945+ 9.34% |
$39.5K - $44.6K
|
11.1K
$389K
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
933+ 37.38% |
$39K - $44K
|
3.43K
$121K
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
908+ 50.7% |
$38K - $42.8K
|
2.7K
$94.9K
|
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
887+ 5.62% |
$37.1K - $41.9K
|
16.7K
$586K
|
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
BUY
|
- |
835+ 1.31% |
$34.9K - $39.4K
|
64.5K
$2.27M
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
793+ 4.93% |
$33.2K - $37.4K
|
16.9K
$594K
|