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 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 15.9% |
$675K - $761K
|
85.3K
$3M
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-16.5K- 18.96% |
$690K - $779K
|
70.6K
$2.48M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.8K- 19.42% |
$701K - $791K
|
69.6K
$2.45M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.8K- 12.17% |
$786K - $886K
|
136K
$4.77M
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-19.4K- 26.48% |
$813K - $917K
|
54K
$1.9M
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19.4K- 38.06% |
$814K - $918K
|
31.7K
$1.11M
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-22.6KClosed |
$946K - $1.07M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-22.7K- 56.48% |
$949K - $1.07M
|
17.5K
$615K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-24.5K- 35.9% |
$1.02M - $1.16M
|
43.7K
$1.54M
|
|
May 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-25.9KClosed |
$1.08M - $1.22M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-27.4K- 2.95% |
$1.15M - $1.29M
|
901K
$31.7M
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-27.8K- 18.35% |
$1.16M - $1.31M
|
124K
$4.35M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-29.3K- 14.31% |
$1.22M - $1.38M
|
175K
$6.17M
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-30.3KClosed |
$1.27M - $1.43M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.7K- 18.67% |
$1.28M - $1.45M
|
134K
$4.7M
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-30.8K- 19.33% |
$1.29M - $1.46M
|
129K
$4.53M
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-32.8K- 68.72% |
$1.37M - $1.55M
|
14.9K
$525K
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-33.8K- 27.25% |
$1.41M - $1.6M
|
90.3K
$3.17M
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-37.6K- 16.95% |
$1.57M - $1.77M
|
184K
$6.48M
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-37.8K- 26.29% |
$1.58M - $1.79M
|
106K
$3.73M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38K- 10.04% |
$1.59M - $1.79M
|
340K
$12M
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-38.5K- 99.05% |
$1.61M - $1.82M
|
369
$13K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-40.4K- 17.91% |
$1.69M - $1.91M
|
185K
$6.51M
|
|
Apr 19, 2021
Q1 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-42.2K- 18.09% |
$1.76M - $1.99M
|
191K
$6.72M
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-45.1K- 21.88% |
$1.89M - $2.13M
|
161K
$5.66M
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-48.2K- 18.93% |
$2.01M - $2.27M
|
206K
$7.25M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54.7K- 22.68% |
$2.29M - $2.58M
|
187K
$6.56M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-56.1K- 22.53% |
$2.35M - $2.65M
|
193K
$6.79M
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-58.8K- 16.47% |
$2.46M - $2.78M
|
298K
$10.5M
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72K- 13.6% |
$3.01M - $3.4M
|
457K
$16.1M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-75.6K- 6.61% |
$3.16M - $3.57M
|
1.07M
$37.6M
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-77.3K- 8.53% |
$3.23M - $3.65M
|
829K
$29.2M
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-80K- 62.88% |
$3.35M - $3.77M
|
47.2K
$1.66M
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-82.1KClosed |
$3.44M - $3.88M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-82.4K- 57.57% |
$3.45M - $3.89M
|
60.7K
$2.14M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-87.1K- 18.43% |
$3.64M - $4.11M
|
386K
$13.6M
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-93.1KClosed |
$3.89M - $4.39M
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-97.6KClosed |
$4.08M - $4.61M
|
0
$0
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-103K- 51.33% |
$4.33M - $4.88M
|
98.1K
$3.45M
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
SELL
|
- |
-122K- 79.91% |
$5.08M - $5.73M
|
30.5K
$1.07M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-138K- 57.67% |
$5.77M - $6.51M
|
101K
$3.56M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-142K- 8.02% |
$5.92M - $6.68M
|
1.62M
$57.1M
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-154K- 17.09% |
$6.45M - $7.28M
|
748K
$26.3M
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-244KClosed |
$10.2M - $11.5M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-252K- 91.8% |
$10.5M - $11.9M
|
22.5K
$792K
|
|
May 06, 2021
Q1 2021
|
Round Table Services, LLC
|
SELL
|
- |
-255K- 48.46% |
$10.7M - $12.1M
|
272K
$9.56M
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-276K- 98.09% |
$11.6M - $13M
|
5.38K
$189K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-418K- 7.84% |
$17.5M - $19.7M
|
4.91M
$173M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-534K- 19.29% |
$22.3M - $25.2M
|
2.23M
$78.6M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-543K- 8.02% |
$22.7M - $25.6M
|
6.22M
$219M
|