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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12K+ 14.01% |
$506K - $547K
|
97.3K
$3.42M
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$492K - $532K
|
11.6K
$409K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.4K+ 8.56% |
$484K - $524K
|
145K
$5.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.3K+ 40.04% |
$478K - $517K
|
39.5K
$1.39M
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
11K+ 34.05% |
$465K - $503K
|
43.2K
$1.52M
|
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
10.9K+ 7.79% |
$462K - $500K
|
151K
$5.31M
|
|
|
Jul 21, 2021
Q2 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$457K - $494K
|
10.8K
$380K
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.7K+ 31.36% |
$455K - $492K
|
45K
$1.58M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7K+ 7.9% |
$453K - $490K
|
146K
$5.14M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6K+ 50.0% |
$449K - $486K
|
31.8K
$1.12M
|
|
|
Aug 12, 2021
Q2 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
10.6KNew |
$449K - $485K
|
10.6K
$373K
|
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
10.5K+ 5.5% |
$444K - $481K
|
202K
$7.09M
|
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 23.92% |
$437K - $473K
|
53.5K
$1.88M
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10.2K+ 35.96% |
$433K - $468K
|
38.7K
$1.36M
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.1K+ 20.84% |
$429K - $464K
|
58.8K
$2.07M
|
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
BUY
|
- |
10.1KNew |
$427K - $462K
|
10.1K
$355K
|
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.1K+ 10.26% |
$426K - $461K
|
108K
$3.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
BUY
|
- |
9.86K+ 11.59% |
$417K - $451K
|
94.9K
$3.34M
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.77K+ 10.53% |
$414K - $447K
|
103K
$3.61M
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.13KNew |
$386K - $418K
|
9.13K
$321K
|
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9K+ 29.14% |
$381K - $412K
|
39.9K
$1.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
8.94K+ 5.1% |
$379K - $409K
|
184K
$6.48M
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.88K+ 90.04% |
$376K - $406K
|
18.7K
$659K
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.45K+ 43.23% |
$357K - $387K
|
28K
$984K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.45K+ 5.7% |
$357K - $387K
|
157K
$5.51M
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.02K+ 191.02% |
$339K - $367K
|
12.2K
$430K
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.99K+ 11.32% |
$338K - $366K
|
78.5K
$2.76M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.98K+ 27.86% |
$338K - $366K
|
36.6K
$1.29M
|
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
7.71K+ 104.57% |
$326K - $353K
|
15.1K
$531K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.61K+ 3.71% |
$322K - $348K
|
212K
$7.47M
|
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
7.46KNew |
$316K - $341K
|
7.46K
$262K
|
|
|
Jul 23, 2021
Q2 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7.25K+ 18.78% |
$307K - $332K
|
45.8K
$1.61M
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
7.19K+ 41.15% |
$304K - $329K
|
24.7K
$868K
|
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
6.88K+ 58.4% |
$291K - $315K
|
18.7K
$656K
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
6.84K+ 29.24% |
$289K - $313K
|
30.2K
$1.06M
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.73K+ 24.38% |
$285K - $308K
|
34.3K
$1.21M
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.52K+ 17.41% |
$276K - $299K
|
44K
$1.55M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.46KNew |
$273K - $296K
|
6.46K
$227K
|
|
|
Aug 06, 2021
Q2 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.15KNew |
$260K - $282K
|
6.15K
$216K
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
6.07KNew |
$257K - $278K
|
6.07K
$214K
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
6.06K+ 25.15% |
$256K - $277K
|
30.1K
$1.06M
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.05K+ 9.97% |
$256K - $277K
|
66.8K
$2.35M
|
|
|
Jul 20, 2021
Q2 2021
|
Diversified Trust CO
|
BUY
|
- |
6.05KNew |
$256K - $277K
|
6.05K
$213K
|
|
|
Jul 29, 2021
Q2 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
6K+ 89.69% |
$254K - $275K
|
12.7K
$446K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
5.66KNew |
$239K - $259K
|
5.66K
$199K
|
|
|
Aug 11, 2021
Q2 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.65KNew |
$239K - $259K
|
5.65K
$199K
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.59K+ 25.43% |
$237K - $256K
|
27.6K
$970K
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
5.57K+ 58.06% |
$236K - $255K
|
15.2K
$533K
|
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.51K+ 1.79% |
$233K - $252K
|
314K
$11M
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
5.48K+ 25.66% |
$232K - $251K
|
26.9K
$944K
|