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 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2New |
$83.7 - $94.4
|
2
$70.3
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.59% |
$41.8 - $47.2
|
171
$6.01K
|
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 4.76% |
$209 - $236
|
100
$3.52K
|
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-26- 19.85% |
$1.09K - $1.23K
|
105
$3.69K
|
|
|
Apr 30, 2021
Q1 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-32- 0.16% |
$1.34K - $1.51K
|
20.4K
$717K
|
|
|
Apr 30, 2021
Q1 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-39- 0.55% |
$1.63K - $1.84K
|
7.06K
$248K
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 0.57% |
$2.01K - $2.27K
|
8.32K
$293K
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-55- 33.33% |
$2.3K - $2.6K
|
110
$3.87K
|
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-75- 1.03% |
$3.14K - $3.54K
|
7.19K
$253K
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-90- 0.84% |
$3.76K - $4.25K
|
10.6K
$373K
|
|
|
May 17, 2021
Q1 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-101- 0.91% |
$4.22K - $4.77K
|
10.9K
$385K
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-107- 0.68% |
$4.48K - $5.05K
|
15.6K
$548K
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-112Closed |
$4.68K - $5.29K
|
0
$0
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-155- 11.36% |
$6.48K - $7.31K
|
1.21K
$42.5K
|
|
|
Apr 13, 2021
Q1 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-159- 1.49% |
$6.65K - $7.5K
|
10.5K
$369K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-171Closed |
$7.15K - $8.07K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-173- 8.63% |
$7.24K - $8.16K
|
1.83K
$64.4K
|
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-176- 1.1% |
$7.36K - $8.31K
|
15.8K
$555K
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-186Closed |
$7.78K - $8.78K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-219- 3.0% |
$9.16K - $10.3K
|
7.09K
$249K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-233Closed |
$9.75K - $11K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-254- 4.29% |
$10.6K - $12K
|
5.67K
$199K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-268- 3.08% |
$11.2K - $12.6K
|
8.42K
$296K
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-271Closed |
$11.3K - $12.8K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-292- 0.09% |
$12.2K - $13.8K
|
313K
$11M
|
|
|
Sep 01, 2023
Q1 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-314- 4.64% |
$13.1K - $14.8K
|
6.46K
$227K
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-328Closed |
$13.7K - $15.5K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-356- 3.74% |
$14.9K - $16.8K
|
9.17K
$323K
|
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-400- 43.01% |
$16.7K - $18.9K
|
530
$18.6K
|
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-400- 43.01% |
$16.7K - $18.9K
|
530
$18.6K
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-423- 7.6% |
$17.7K - $20K
|
5.14K
$181K
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-427- 56.04% |
$17.9K - $20.2K
|
335
$11.8K
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-435Closed |
$18.2K - $20.5K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-452- 0.95% |
$18.9K - $21.3K
|
47K
$1.65M
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-454Closed |
$19K - $21.4K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-455- 1.85% |
$19K - $21.5K
|
24.1K
$847K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-561- 5.38% |
$23.5K - $26.5K
|
9.86K
$347K
|
|
|
May 17, 2021
Q1 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-622- 2.62% |
$26K - $29.4K
|
23.1K
$813K
|
|
|
May 04, 2021
Q1 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-630- 8.33% |
$26.4K - $29.7K
|
6.93K
$244K
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-733- 9.38% |
$30.7K - $34.6K
|
7.08K
$249K
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-776- 79.26% |
$32.5K - $36.6K
|
203
$7.14K
|
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-915- 4.59% |
$38.3K - $43.2K
|
19K
$669K
|
|
|
Apr 15, 2021
Q1 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-943- 15.83% |
$39.4K - $44.5K
|
5.01K
$176K
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-972- 1.0% |
$40.7K - $45.9K
|
96.5K
$3.4M
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.02K- 14.69% |
$42.8K - $48.3K
|
5.95K
$209K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 13.96% |
$44K - $49.6K
|
6.48K
$228K
|
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.29K- 15.49% |
$53.9K - $60.8K
|
7.03K
$247K
|
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.33K- 0.9% |
$55.6K - $62.7K
|
145K
$5.11M
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.44K- 19.99% |
$60.1K - $67.8K
|
5.75K
$202K
|
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.48K- 4.78% |
$61.8K - $69.7K
|
29.4K
$1.04M
|