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 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.05KClosed |
$44.2K - $47.8K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.11KClosed |
$46.9K - $50.8K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.14K- 3.87% |
$48.2K - $52.2K
|
28.3K
$995K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.47K- 6.86% |
$62K - $67.1K
|
19.9K
$700K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.47K- 9.42% |
$62.1K - $67.2K
|
14.1K
$497K
|
|
Jul 14, 2021
Q2 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.67K- 22.14% |
$70.5K - $76.3K
|
5.86K
$206K
|
|
Aug 02, 2021
Q2 2021
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-1.67K- 18.07% |
$70.6K - $76.4K
|
7.56K
$266K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 5.39% |
$74.9K - $81K
|
31K
$1.09M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.79K- 3.81% |
$75.8K - $82K
|
45.2K
$1.59M
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.95K- 22.68% |
$82.6K - $89.3K
|
6.65K
$234K
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.99K- 27.06% |
$84.2K - $91.1K
|
5.36K
$189K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.03K- 5.08% |
$85.7K - $92.7K
|
37.8K
$1.33M
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.09K- 2.01% |
$88.4K - $95.6K
|
102K
$3.58M
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-2.09K- 1.13% |
$88.4K - $95.6K
|
182K
$6.41M
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
SELL
|
- |
-2.48K- 1.92% |
$105K - $113K
|
126K
$4.44M
|
|
Aug 13, 2021
Q2 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.52K- 7.37% |
$107K - $115K
|
31.6K
$1.11M
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.62KClosed |
$111K - $120K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.96K- 17.52% |
$125K - $135K
|
13.9K
$490K
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.97K- 12.84% |
$126K - $136K
|
20.2K
$709K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.02K- 0.97% |
$128K - $138K
|
310K
$10.9M
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.23KClosed |
$137K - $148K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.23K- 16.99% |
$137K - $148K
|
15.8K
$556K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.8K- 5.91% |
$161K - $174K
|
60.6K
$2.13M
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4K- 2.75% |
$169K - $183K
|
141K
$4.97M
|
|
Aug 16, 2021
Q2 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.4K- 45.18% |
$186K - $201K
|
5.34K
$188K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.41K- 59.34% |
$187K - $202K
|
3.02K
$106K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.61K- 80.12% |
$195K - $211K
|
1.14K
$40.2K
|
|
Aug 12, 2021
Q2 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.85KClosed |
$205K - $222K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.97K- 2.14% |
$210K - $228K
|
227K
$7.99M
|
|
Jul 21, 2021
Q2 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-5.04KClosed |
$213K - $231K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.14KClosed |
$218K - $235K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.38KClosed |
$228K - $246K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.65KClosed |
$239K - $259K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-5.67KClosed |
$240K - $260K
|
0
$0
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.5K- 20.99% |
$275K - $298K
|
24.5K
$861K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.58K- 7.85% |
$321K - $347K
|
89K
$3.13M
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.11K- 7.23% |
$385K - $417K
|
117K
$4.11M
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 9.33% |
$477K - $516K
|
110K
$3.85M
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11.6K- 4.93% |
$489K - $529K
|
223K
$7.85M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-14K- 0.71% |
$590K - $639K
|
1.96M
$68.8M
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-17KClosed |
$720K - $779K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-18.5K- 20.69% |
$784K - $848K
|
71K
$2.5M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.6K- 9.29% |
$872K - $943K
|
201K
$7.07M
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22.6K- 94.71% |
$956K - $1.03M
|
1.26K
$44.4K
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25.4KClosed |
$1.08M - $1.16M
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-25.9K- 7.45% |
$1.1M - $1.19M
|
322K
$11.3M
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-26.4K- 13.28% |
$1.12M - $1.21M
|
173K
$6.07M
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-26.9K- 65.85% |
$1.14M - $1.23M
|
13.9K
$491K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
SELL
|
- |
-27.2K- 45.67% |
$1.15M - $1.24M
|
32.4K
$1.14M
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-27.8K- 17.46% |
$1.18M - $1.27M
|
131K
$4.62M
|