Purchases and Sales Made in Q2 2021 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
47.1K+ 19.18% |
$2M - $2.16M
|
293K
$10.3M
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
45.8K+ 87.24% |
$1.94M - $2.1M
|
98.2K
$3.46M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.6K+ 191.61% |
$1.93M - $2.09M
|
69.4K
$2.44M
|
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
44.8K+ 56.73% |
$1.89M - $2.05M
|
124K
$4.35M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
42.3K+ 5.1% |
$1.79M - $1.93M
|
872K
$30.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
37.9KNew |
$1.6M - $1.73M
|
37.9K
$1.33M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
37K+ 103.71% |
$1.57M - $1.69M
|
72.7K
$2.56M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.2K+ 23.19% |
$1.53M - $1.66M
|
192K
$6.76M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.2KNew |
$1.36M - $1.47M
|
32.2K
$1.13M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.3K+ 16.79% |
$1.33M - $1.43M
|
218K
$7.66M
|
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
31.1K+ 27.82% |
$1.32M - $1.43M
|
143K
$5.03M
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
30.3KNew |
$1.28M - $1.39M
|
30.3K
$1.07M
|
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
30.2K+ 21.09% |
$1.28M - $1.38M
|
173K
$6.1M
|
|
|
Jul 27, 2021
Q2 2021
|
Ledyard National Bank
|
BUY
|
- |
29.9K+ 10.11% |
$1.27M - $1.37M
|
326K
$11.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
29.7K+ 3965.87% |
$1.26M - $1.36M
|
30.5K
$1.07M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
29.6K+ 17.0% |
$1.25M - $1.35M
|
204K
$7.16M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.3K+ 6.41% |
$1.24M - $1.34M
|
486K
$17.1M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29KNew |
$1.23M - $1.33M
|
29K
$1.02M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
28.7K+ 14.85% |
$1.21M - $1.31M
|
222K
$7.79M
|
|
|
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
28.3K+ 19.04% |
$1.2M - $1.3M
|
177K
$6.22M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
27.9K+ 63.76% |
$1.18M - $1.28M
|
71.6K
$2.52M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
26.7K+ 2114.17% |
$1.13M - $1.22M
|
28K
$984K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.9K+ 6.07% |
$1.1M - $1.19M
|
454K
$16M
|
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
24.3K+ 10.61% |
$1.03M - $1.11M
|
253K
$8.9M
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.1KNew |
$1.02M - $1.1M
|
24.1K
$846K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
23.9K+ 303.62% |
$1.01M - $1.09M
|
31.8K
$1.12M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23K+ 177.43% |
$975K - $1.06M
|
36K
$1.27M
|
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
- |
22.7K+ 25.73% |
$960K - $1.04M
|
111K
$3.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
22K+ 5.05% |
$932K - $1.01M
|
459K
$16.1M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.6K+ 379.0% |
$912K - $987K
|
27.2K
$958K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.3K+ 10.97% |
$901K - $975K
|
215K
$7.58M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19K+ 22.94% |
$806K - $872K
|
102K
$3.59M
|
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.4K+ 110.55% |
$780K - $843K
|
35.1K
$1.23M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.3K+ 11.88% |
$773K - $836K
|
172K
$6.05M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17.9K+ 176.18% |
$759K - $821K
|
28.1K
$989K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$703K - $760K
|
16.6K
$584K
|
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 32.37% |
$683K - $738K
|
66K
$2.32M
|
|
|
Jul 29, 2021
Q2 2021
|
Round Table Services, LLC
|
BUY
|
- |
16K+ 5.87% |
$675K - $731K
|
288K
$10.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
15.5KNew |
$656K - $710K
|
15.5K
$545K
|
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
15.4K+ 11.71% |
$651K - $704K
|
147K
$5.16M
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
14.9K+ 38.34% |
$629K - $680K
|
53.6K
$1.89M
|
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13.6K+ 11.01% |
$576K - $623K
|
137K
$4.82M
|
|
|
Jul 16, 2021
Q2 2021
|
Lantz Financial LLC
|
BUY
|
- |
13.6K+ 277.71% |
$574K - $621K
|
18.5K
$649K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
13.4K+ 20.55% |
$568K - $615K
|
78.8K
$2.77M
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 20.59% |
$566K - $612K
|
78.4K
$2.76M
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 54.82% |
$564K - $610K
|
37.6K
$1.32M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.7K+ 1.81% |
$538K - $582K
|
715K
$25.2M
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
12.6K+ 19.05% |
$532K - $576K
|
78.6K
$2.76M
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
12.2K+ 7.57% |
$516K - $558K
|
173K
$6.09M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.1KNew |
$511K - $553K
|
12.1K
$425K
|