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 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
790New |
$33K - $37.3K
|
790
$27.8K
|
|
|
May 12, 2021
Q1 2021
|
Financial Insights, Inc.
|
BUY
|
- |
767+ 3.22% |
$32.1K - $36.2K
|
24.6K
$864K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
737New |
$30.8K - $34.8K
|
737
$25.9K
|
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
698+ 7.85% |
$29.2K - $32.9K
|
9.6K
$337K
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
678New |
$28.4K - $32K
|
678
$23.8K
|
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
653+ 3.84% |
$27.3K - $30.8K
|
17.6K
$621K
|
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
BUY
|
- |
610+ 129.79% |
$25.5K - $28.8K
|
1.08K
$38K
|
|
|
May 31, 2023
Q1 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
609+ 5.81% |
$25.5K - $28.7K
|
11.1K
$390K
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
608+ 467.69% |
$25.4K - $28.7K
|
738
$26K
|
|
|
Apr 19, 2021
Q1 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
604+ 9.42% |
$25.3K - $28.5K
|
7.02K
$247K
|
|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
595+ 16.03% |
$24.9K - $28.1K
|
4.31K
$151K
|
|
|
Jul 21, 2021
Q1 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
584New |
$24.4K - $27.6K
|
584
$20.5K
|
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
BUY
|
- |
580+ 4.17% |
$24.3K - $27.4K
|
14.5K
$510K
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
579+ 8.8% |
$24.2K - $27.3K
|
7.16K
$252K
|
|
|
May 07, 2021
Q1 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
571+ 11.5% |
$23.9K - $26.9K
|
5.54K
$195K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
493New |
$20.6K - $23.3K
|
493
$17.3K
|
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
461+ 8.76% |
$19.3K - $21.8K
|
5.72K
$201K
|
|
|
May 06, 2021
Q1 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
450+ 8.01% |
$18.8K - $21.2K
|
6.07K
$213K
|
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
445New |
$18.6K - $21K
|
445
$15.7K
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
445+ 25.8% |
$18.6K - $21K
|
2.17K
$76.3K
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
424New |
$17.7K - $20K
|
424
$14.9K
|
|
|
Apr 21, 2021
Q1 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
340+ 3.68% |
$14.2K - $16K
|
9.58K
$337K
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
297+ 110.0% |
$12.4K - $14K
|
567
$19.9K
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
291+ 2.14% |
$12.2K - $13.7K
|
13.9K
$489K
|
|
|
May 07, 2021
Q1 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
290+ 2.36% |
$12.1K - $13.7K
|
12.6K
$443K
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
263+ 4.85% |
$11K - $12.4K
|
5.69K
$200K
|
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
225+ 11.25% |
$9.41K - $10.6K
|
2.23K
$78.3K
|
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
222+ 7.38% |
$9.29K - $10.5K
|
3.23K
$114K
|
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
212+ 0.73% |
$8.87K - $10K
|
29.3K
$1.03M
|
|
|
May 14, 2021
Q1 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
191+ 0.68% |
$7.99K - $9.01K
|
28.2K
$992K
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
166+ 3.11% |
$6.94K - $7.83K
|
5.5K
$193K
|
|
|
Apr 26, 2021
Q1 2021
|
Hardy Reed LLC
|
BUY
|
- |
146+ 1.81% |
$6.11K - $6.89K
|
8.2K
$288K
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
135New |
$5.65K - $6.37K
|
135
$4.75K
|
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
122New |
$5.1K - $5.76K
|
122
$4.29K
|
|
|
Apr 29, 2021
Q1 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
105+ 0.57% |
$4.39K - $4.95K
|
18.6K
$655K
|
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.18K - $4.72K
|
100
$3.52K
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
96+ 131.51% |
$4.02K - $4.53K
|
169
$5.94K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
91New |
$3.81K - $4.29K
|
91
$3.2K
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
86New |
$3.6K - $4.06K
|
86
$3.02K
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
81+ 55.48% |
$3.39K - $3.82K
|
227
$7.98K
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
74+ 85.06% |
$3.1K - $3.49K
|
161
$5.66K
|
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
70+ 12.96% |
$2.93K - $3.3K
|
610
$21.5K
|
|
|
Apr 15, 2021
Q1 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
60+ 0.05% |
$2.51K - $2.83K
|
131K
$4.62M
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
45+ 0.59% |
$1.88K - $2.12K
|
7.67K
$270K
|
|
|
Mar 11, 2024
Q1 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
43New |
$1.8K - $2.03K
|
43
$1.51K
|
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
40+ 2.81% |
$1.67K - $1.89K
|
1.47K
$51.6K
|
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
33+ 0.6% |
$1.38K - $1.56K
|
5.52K
$194K
|
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
30+ 3.76% |
$1.25K - $1.42K
|
828
$29.1K
|
|
|
May 24, 2021
Q1 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
29+ 2.85% |
$1.21K - $1.37K
|
1.05K
$36.8K
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
19+ 0.26% |
$795 - $897
|
7.43K
$261K
|