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 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
69+ 4.05% |
$2.92K - $3.16K
|
1.77K
$62.3K
|
|
Aug 09, 2021
Q2 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
63+ 0.5% |
$2.67K - $2.88K
|
12.6K
$442K
|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
62+ 0.16% |
$2.62K - $2.84K
|
37.7K
$1.33M
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
60+ 5.56% |
$2.54K - $2.75K
|
1.14K
$40.1K
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
52+ 1.21% |
$2.2K - $2.38K
|
4.36K
$153K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
BUY
|
- |
46+ 0.13% |
$1.95K - $2.11K
|
36.1K
$1.27M
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
45+ 2.46% |
$1.9K - $2.06K
|
1.88K
$66K
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
BUY
|
- |
39+ 0.5% |
$1.65K - $1.79K
|
7.86K
$276K
|
|
Aug 10, 2021
Q2 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
39+ 0.49% |
$1.65K - $1.79K
|
7.93K
$279K
|
|
Aug 10, 2021
Q2 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
36+ 0.5% |
$1.52K - $1.65K
|
7.25K
$255K
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
35New |
$1.48K - $1.6K
|
35
$1.23K
|
|
Aug 12, 2021
Q2 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
35+ 0.34% |
$1.48K - $1.6K
|
10.5K
$368K
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.14% |
$931 - $1.01K
|
16.2K
$571K
|
|
Jul 26, 2021
Q2 2021
|
Pds Planning, Inc
|
BUY
|
- |
21+ 0.42% |
$889 - $961
|
5.06K
$178K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
21New |
$889 - $961
|
21
$739
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 0.07% |
$423 - $458
|
14.5K
$510K
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6+ 0.11% |
$254 - $275
|
5.58K
$196K
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 5.0% |
$212 - $229
|
105
$3.69K
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.48% |
$169 - $183
|
832
$29.3K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.82% |
$42.3 - $45.8
|
123
$4.33K
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-1- 0.01% |
$42.3 - $45.8
|
7.95K
$280K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2Closed |
$84.6 - $91.6
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-15- 0.21% |
$635 - $687
|
7.04K
$248K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-19- 0.33% |
$804 - $870
|
5.7K
$201K
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-34- 0.14% |
$1.44K - $1.56K
|
24.5K
$863K
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-63- 0.17% |
$2.67K - $2.88K
|
36.7K
$1.29M
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
SELL
|
- |
-82- 0.17% |
$3.47K - $3.75K
|
48.9K
$1.72M
|
|
Aug 03, 2021
Q2 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-86- 0.07% |
$3.64K - $3.94K
|
126K
$4.41M
|
|
Aug 16, 2021
Q2 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-91- 1.2% |
$3.85K - $4.17K
|
7.47K
$263K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-91Closed |
$3.85K - $4.17K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$4.23K - $4.58K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-105- 1.28% |
$4.44K - $4.81K
|
8.08K
$284K
|
|
Aug 16, 2021
Q2 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-125- 1.49% |
$5.29K - $5.72K
|
8.28K
$291K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-145- 11.99% |
$6.14K - $6.64K
|
1.06K
$37.4K
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-152- 1.78% |
$6.43K - $6.96K
|
8.37K
$294K
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-188- 0.45% |
$7.96K - $8.61K
|
41.4K
$1.46M
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-210- 1.53% |
$8.89K - $9.61K
|
13.5K
$476K
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
SELL
|
- |
-261- 0.97% |
$11K - $11.9K
|
26.6K
$935K
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-320- 5.78% |
$13.5K - $14.6K
|
5.22K
$184K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-324- 1.91% |
$13.7K - $14.8K
|
16.6K
$584K
|
|
Jul 30, 2021
Q2 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-330- 1.62% |
$14K - $15.1K
|
20.1K
$706K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-335Closed |
$14.2K - $15.3K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-353- 1.76% |
$14.9K - $16.2K
|
19.7K
$692K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-378- 5.34% |
$16K - $17.3K
|
6.71K
$236K
|
|
Aug 10, 2021
Q2 2021
|
Fiduciary Counselling Inc
|
SELL
|
- |
-451- 8.28% |
$19.1K - $20.6K
|
5K
$176K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-471- 6.44% |
$19.9K - $21.6K
|
6.85K
$241K
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-500- 6.96% |
$21.2K - $22.9K
|
6.69K
$235K
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-527- 4.7% |
$22.3K - $24.1K
|
10.7K
$376K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-548- 3.67% |
$23.2K - $25.1K
|
14.4K
$506K
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-714- 13.23% |
$30.2K - $32.7K
|
4.68K
$165K
|