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 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
BUY
|
- |
5.31K+ 32.39% |
$225K - $243K
|
21.7K
$764K
|
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.17KNew |
$219K - $237K
|
5.17K
$182K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.14K+ 35.04% |
$217K - $235K
|
19.8K
$696K
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5KNew |
$212K - $229K
|
5K
$176K
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5KNew |
$212K - $229K
|
5K
$176K
|
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
4.97K+ 2.41% |
$210K - $227K
|
211K
$7.43M
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.94KNew |
$209K - $226K
|
4.94K
$174K
|
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
BUY
|
- |
4.88KNew |
$206K - $223K
|
4.88K
$172K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.8K+ 57.62% |
$203K - $220K
|
13.1K
$462K
|
|
|
Jul 29, 2021
Q2 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.74K+ 89.54% |
$201K - $217K
|
10K
$353K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.68KNew |
$198K - $214K
|
4.68K
$164K
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4.66KNew |
$197K - $213K
|
4.66K
$164K
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.64K+ 9.84% |
$196K - $213K
|
51.9K
$1.82M
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.6K+ 1.67% |
$194K - $210K
|
280K
$9.86M
|
|
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.58KNew |
$194K - $209K
|
4.58K
$161K
|
|
|
Aug 04, 2021
Q2 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
4.56K+ 30.17% |
$193K - $209K
|
19.7K
$692K
|
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.49KNew |
$190K - $206K
|
4.49K
$158K
|
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.48K+ 67.72% |
$190K - $205K
|
11.1K
$390K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.46K+ 29.54% |
$189K - $204K
|
19.6K
$688K
|
|
|
Aug 11, 2021
Q2 2021
|
Arjuna Capital
|
BUY
|
- |
4.44KNew |
$188K - $203K
|
4.44K
$156K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.27KNew |
$181K - $195K
|
4.27K
$150K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
BUY
|
- |
4.25K+ 63.96% |
$180K - $195K
|
10.9K
$383K
|
|
|
Aug 12, 2021
Q2 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.24K+ 28.61% |
$179K - $194K
|
19K
$670K
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
4.22KNew |
$179K - $193K
|
4.22K
$148K
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.2K+ 18.92% |
$178K - $192K
|
26.4K
$928K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.19K+ 53.34% |
$177K - $192K
|
12K
$424K
|
|
|
Nov 02, 2021
Q2 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.13K+ 273.79% |
$175K - $189K
|
5.63K
$198K
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
BUY
|
- |
4.1KNew |
$173K - $187K
|
4.1K
$144K
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.92K+ 26.09% |
$166K - $180K
|
19K
$667K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
3.9K+ 7.66% |
$165K - $179K
|
54.9K
$1.93M
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
3.8K+ 4.21% |
$161K - $174K
|
94.1K
$3.31M
|
|
|
Jul 12, 2021
Q2 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 36.22% |
$153K - $166K
|
13.6K
$478K
|
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.6K+ 3.4% |
$152K - $165K
|
110K
$3.86M
|
|
|
Jul 29, 2021
Q2 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.58K+ 17.49% |
$152K - $164K
|
24.1K
$846K
|
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.58K+ 22.69% |
$151K - $164K
|
19.3K
$680K
|
|
|
Aug 13, 2021
Q2 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.25K+ 8.88% |
$137K - $149K
|
39.8K
$1.4M
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
3.17K+ 36.39% |
$134K - $145K
|
11.9K
$418K
|
|
|
Jul 20, 2021
Q2 2021
|
Financial Management Network Inc
|
BUY
|
- |
3.16K+ 33.74% |
$134K - $145K
|
12.5K
$441K
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.01K+ 2.95% |
$128K - $138K
|
105K
$3.69M
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3K+ 8.6% |
$127K - $137K
|
37.9K
$1.33M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.88K+ 42.47% |
$122K - $132K
|
9.67K
$340K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.7K+ 8.47% |
$114K - $123K
|
34.5K
$1.21M
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.69K+ 8.47% |
$114K - $123K
|
34.5K
$1.21M
|
|
|
Aug 13, 2021
Q2 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.65K+ 4.16% |
$112K - $121K
|
66.3K
$2.33M
|
|
|
Jul 13, 2021
Q2 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.51K+ 23.88% |
$106K - $115K
|
13K
$457K
|
|
|
Jul 28, 2021
Q2 2021
|
Howland Capital Management LLC
|
BUY
|
- |
2.48K+ 3.38% |
$105K - $113K
|
75.7K
$2.66M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.31K+ 10.81% |
$97.9K - $106K
|
23.7K
$834K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.31K+ 16.77% |
$97.7K - $106K
|
16.1K
$565K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3K+ 12.33% |
$97.2K - $105K
|
20.9K
$736K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.27K+ 2.97% |
$96.1K - $104K
|
78.8K
$2.77M
|