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 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
654+ 2.82% |
$27.7K - $29.9K
|
23.8K
$839K
|
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
645+ 3.85% |
$27.3K - $29.5K
|
17.4K
$612K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
639+ 0.92% |
$27K - $29.3K
|
70.2K
$2.47M
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
594+ 22.01% |
$25.1K - $27.2K
|
3.29K
$116K
|
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
582+ 3.3% |
$24.6K - $26.6K
|
18.2K
$641K
|
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
567+ 202.5% |
$24K - $26K
|
847
$29.8K
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
567+ 8.05% |
$24K - $26K
|
7.61K
$268K
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
562+ 106.04% |
$23.8K - $25.7K
|
1.09K
$38.4K
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
562+ 106.04% |
$23.8K - $25.7K
|
1.09K
$38.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
547+ 6.69% |
$23.1K - $25K
|
8.72K
$307K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
540+ 7.25% |
$22.9K - $24.7K
|
7.99K
$281K
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
520+ 8.03% |
$22K - $23.8K
|
7K
$246K
|
|
|
Aug 04, 2021
Q2 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
494+ 0.14% |
$20.9K - $22.6K
|
350K
$12.3M
|
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
488+ 2.07% |
$20.7K - $22.3K
|
24.1K
$846K
|
|
|
Aug 04, 2021
Q2 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
480+ 0.95% |
$20.3K - $22K
|
51.1K
$1.8M
|
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
456+ 9.03% |
$19.3K - $20.9K
|
5.5K
$194K
|
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
BUY
|
- |
435+ 2.39% |
$18.4K - $19.9K
|
18.6K
$654K
|
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
417+ 1.32% |
$17.6K - $19.1K
|
31.9K
$1.12M
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
BUY
|
- |
411New |
$17.4K - $18.8K
|
411
$14.5K
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
401New |
$17K - $18.4K
|
401
$14.1K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 4.81% |
$16.9K - $18.3K
|
8.72K
$307K
|
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
397+ 2.87% |
$16.8K - $18.2K
|
14.3K
$501K
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
394+ 3.6% |
$16.7K - $18K
|
11.3K
$399K
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
368New |
$15.6K - $16.8K
|
368
$12.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
361+ 4.03% |
$15.3K - $16.5K
|
9.31K
$327K
|
|
|
Mar 11, 2024
Q2 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
316+ 734.88% |
$13.4K - $14.5K
|
359
$12.6K
|
|
|
Jul 23, 2021
Q2 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
285+ 1.53% |
$12.1K - $13K
|
18.9K
$665K
|
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
BUY
|
- |
242+ 5.24% |
$10.2K - $11.1K
|
4.86K
$171K
|
|
|
Jul 19, 2021
Q2 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
236+ 31.98% |
$9.99K - $10.8K
|
974
$34.3K
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
228+ 28.86% |
$9.65K - $10.4K
|
1.02K
$35.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Plancorp, LLC
|
BUY
|
- |
218+ 3.37% |
$9.23K - $9.98K
|
6.68K
$235K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
203+ 4.74% |
$8.59K - $9.29K
|
4.48K
$158K
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
199+ 0.36% |
$8.42K - $9.11K
|
54.9K
$1.93M
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
198+ 2.8% |
$8.38K - $9.06K
|
7.28K
$256K
|
|
|
Aug 12, 2021
Q2 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
173New |
$7.32K - $7.92K
|
173
$6.08K
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
157+ 97.52% |
$6.64K - $7.19K
|
318
$11.2K
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
156+ 2.22% |
$6.6K - $7.14K
|
7.18K
$253K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
145+ 2.27% |
$6.14K - $6.64K
|
6.54K
$230K
|
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
138+ 0.68% |
$5.84K - $6.32K
|
20.3K
$714K
|
|
|
Jul 19, 2021
Q2 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
135+ 1.26% |
$5.71K - $6.18K
|
10.8K
$381K
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
104+ 288.89% |
$4.4K - $4.76K
|
140
$4.92K
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
103+ 1.87% |
$4.36K - $4.72K
|
5.63K
$198K
|
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
91+ 0.6% |
$3.85K - $4.17K
|
15.3K
$538K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
89+ 1.53% |
$3.77K - $4.07K
|
5.92K
$208K
|
|
|
Aug 03, 2021
Q2 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
85+ 62.96% |
$3.6K - $3.89K
|
220
$7.74K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
84+ 1.17% |
$3.55K - $3.85K
|
7.24K
$255K
|
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
80+ 0.04% |
$3.39K - $3.66K
|
185K
$6.51M
|
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80+ 0.64% |
$3.39K - $3.66K
|
12.7K
$446K
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
74+ 0.25% |
$3.13K - $3.39K
|
29.4K
$1.03M
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
72+ 1.21% |
$3.05K - $3.3K
|
6.02K
$212K
|