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
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.26K+ 29.18% |
$95.7K - $104K
|
10K
$352K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.24K+ 88.72% |
$94.8K - $103K
|
4.77K
$168K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.21K+ 26.25% |
$93.6K - $101K
|
10.6K
$374K
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.09K+ 6.6% |
$88.4K - $95.7K
|
33.7K
$1.19M
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.07K+ 8.54% |
$87.7K - $94.9K
|
26.3K
$927K
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
2.02K+ 18.25% |
$85.4K - $92.4K
|
13.1K
$460K
|
|
Jul 15, 2021
Q2 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.01K+ 20.94% |
$84.9K - $91.9K
|
11.6K
$408K
|
|
Jul 21, 2021
Q2 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 39.52% |
$83.8K - $90.7K
|
6.99K
$246K
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.93K+ 23.27% |
$81.5K - $88.1K
|
10.2K
$359K
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 6.2% |
$81.1K - $87.8K
|
32.8K
$1.15M
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 24.95% |
$79.5K - $86K
|
9.41K
$331K
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.87K+ 17.62% |
$79.1K - $85.6K
|
12.5K
$439K
|
|
Jul 21, 2021
Q2 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.87K+ 26.97% |
$79.1K - $85.6K
|
8.8K
$309K
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 0.82% |
$76.6K - $82.9K
|
224K
$7.87M
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.77KNew |
$75K - $81.1K
|
1.77K
$62.3K
|
|
Jul 13, 2021
Q2 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.77K+ 25.22% |
$74.9K - $81K
|
8.79K
$309K
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.75K+ 24.12% |
$73.9K - $79.9K
|
8.98K
$316K
|
|
Jul 30, 2021
Q2 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.71K+ 6.33% |
$72.2K - $78.1K
|
28.7K
$1.01M
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.65K+ 18.04% |
$70K - $75.7K
|
10.8K
$381K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.62KNew |
$68.6K - $74.2K
|
1.62K
$57K
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.6K+ 72.04% |
$67.8K - $73.4K
|
3.83K
$135K
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.41K+ 6.4% |
$59.7K - $64.6K
|
23.5K
$825K
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.41K+ 25.07% |
$59.7K - $64.5K
|
7.04K
$247K
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.39K+ 21.71% |
$58.9K - $63.7K
|
7.81K
$275K
|
|
Jul 22, 2021
Q2 2021
|
Hardy Reed LLC
|
BUY
|
- |
1.27K+ 15.49% |
$53.7K - $58.1K
|
9.47K
$333K
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.26K+ 4.03% |
$53.4K - $57.7K
|
32.5K
$1.14M
|
|
Jul 26, 2021
Q2 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.2K+ 8.29% |
$50.6K - $54.7K
|
15.6K
$549K
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.19K+ 0.88% |
$50.2K - $54.3K
|
136K
$4.77M
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.18K+ 4.94% |
$49.8K - $53.9K
|
25K
$879K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.16K+ 14.59% |
$49K - $53.1K
|
9.11K
$320K
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
BUY
|
- |
1.12K+ 7.0% |
$47.5K - $51.4K
|
17.2K
$604K
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.12K+ 7.21% |
$47.3K - $51.1K
|
16.6K
$584K
|
|
Jul 16, 2021
Q2 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.1K+ 8.14% |
$46.6K - $50.4K
|
14.6K
$514K
|
|
Aug 02, 2021
Q2 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.1K+ 3.25% |
$46.4K - $50.2K
|
34.8K
$1.23M
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.1K+ 1.11% |
$46.3K - $50.1K
|
99.3K
$3.49M
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.08K+ 2.0% |
$45.6K - $49.3K
|
55K
$1.94M
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.06K+ 4.26% |
$44.6K - $48.3K
|
25.8K
$908K
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.02K+ 13.95% |
$43.3K - $46.9K
|
8.37K
$294K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
915+ 831.82% |
$38.7K - $41.9K
|
1.03K
$36K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
908+ 1.36% |
$38.4K - $41.6K
|
67.8K
$2.38M
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
882+ 5.51% |
$37.3K - $40.4K
|
16.9K
$594K
|
|
Aug 10, 2021
Q2 2021
|
Gen Trust, LLC
|
BUY
|
- |
862+ 12.6% |
$36.5K - $39.5K
|
7.7K
$271K
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
835+ 2.73% |
$35.3K - $38.2K
|
31.4K
$1.1M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
823+ 2.6% |
$34.8K - $37.7K
|
32.5K
$1.14M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
748+ 21.81% |
$31.7K - $34.2K
|
4.18K
$147K
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
745+ 12.7% |
$31.5K - $34.1K
|
6.61K
$232K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
717+ 13.03% |
$30.3K - $32.8K
|
6.22K
$219K
|
|
Jul 14, 2021
Q2 2021
|
Affiance Financial, LLC
|
BUY
|
- |
704+ 4.73% |
$29.8K - $32.2K
|
15.6K
$548K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
695New |
$29.4K - $31.8K
|
695
$24.4K
|
|
Sep 01, 2023
Q2 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
685+ 10.61% |
$29K - $31.4K
|
7.14K
$251K
|