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 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.51K- 21.32% |
$63.2K - $71.3K
|
5.58K
$196K
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.59K- 1.06% |
$66.4K - $74.9K
|
148K
$5.21M
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.61KClosed |
$67.4K - $76.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.81KClosed |
$75.5K - $85.2K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 21.67% |
$86.2K - $97.2K
|
7.45K
$262K
|
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 3.14% |
$88.1K - $99.4K
|
65K
$2.29M
|
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.14K- 1.33% |
$89.5K - $101K
|
159K
$5.59M
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.17K- 12.28% |
$90.7K - $102K
|
15.5K
$545K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2.23K- 3.26% |
$93.1K - $105K
|
66K
$2.32M
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.31K- 5.48% |
$96.7K - $109K
|
39.9K
$1.4M
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.42K- 7.17% |
$101K - $114K
|
31.3K
$1.1M
|
|
|
May 17, 2021
Q1 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-2.43K- 12.91% |
$102K - $115K
|
16.4K
$577K
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.5K- 68.31% |
$104K - $118K
|
1.16K
$40.7K
|
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.8K- 27.89% |
$117K - $132K
|
7.24K
$255K
|
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
SELL
|
- |
-3.06K- 5.88% |
$128K - $144K
|
49K
$1.72M
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-3.84KClosed |
$161K - $181K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
SELL
|
- |
-4.02K- 37.03% |
$168K - $190K
|
6.84K
$241K
|
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-4.07K- 4.41% |
$170K - $192K
|
88.2K
$3.1M
|
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-4.19K- 18.73% |
$175K - $198K
|
18.2K
$639K
|
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.23K- 20.13% |
$177K - $199K
|
16.8K
$590K
|
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-4.32K- 23.77% |
$181K - $204K
|
13.9K
$487K
|
|
|
May 07, 2021
Q1 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.5K- 10.67% |
$188K - $212K
|
37.7K
$1.32M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.96K- 1.76% |
$208K - $234K
|
277K
$9.73M
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.01K- 6.14% |
$209K - $236K
|
76.5K
$2.69M
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-5.11KClosed |
$214K - $241K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.2K- 43.84% |
$218K - $246K
|
6.67K
$234K
|
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.25KClosed |
$220K - $248K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5.34K- 41.47% |
$223K - $252K
|
7.53K
$265K
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.49K- 24.48% |
$230K - $259K
|
16.9K
$595K
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.69K- 14.78% |
$238K - $269K
|
32.8K
$1.15M
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5.7K- 39.84% |
$238K - $269K
|
8.6K
$302K
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.15KClosed |
$257K - $290K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-6.36KClosed |
$266K - $300K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7.13K- 18.32% |
$298K - $337K
|
31.8K
$1.12M
|
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7.13K- 18.32% |
$298K - $337K
|
31.8K
$1.12M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.24K- 5.71% |
$303K - $342K
|
120K
$4.21M
|
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.36KClosed |
$350K - $394K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.5K- 14.38% |
$356K - $401K
|
50.6K
$1.78M
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.68K- 4.07% |
$363K - $410K
|
205K
$7.2M
|
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-8.75K- 4.79% |
$366K - $413K
|
174K
$6.12M
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.8K- 7.8% |
$368K - $415K
|
104K
$3.65M
|
|
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.78KClosed |
$409K - $461K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
SELL
|
- |
-9.99K- 6.92% |
$418K - $471K
|
134K
$4.73M
|
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12K- 18.01% |
$503K - $567K
|
54.7K
$1.92M
|
|
|
Apr 27, 2021
Q1 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-12.1K- 19.45% |
$508K - $573K
|
50.3K
$1.77M
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.8K- 44.33% |
$621K - $700K
|
18.6K
$655K
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15K- 13.92% |
$628K - $708K
|
92.8K
$3.27M
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-15.2K- 57.51% |
$635K - $717K
|
11.2K
$395K
|
|
|
Apr 29, 2021
Q1 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-15.3K- 7.15% |
$641K - $724K
|
199K
$7M
|
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-16.1K- 4.96% |
$672K - $758K
|
308K
$10.8M
|