Purchases and Sales Made in Q3 2020 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
20.8K+ 19.47% |
$675K - $765K
|
127K
$4.48M
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.1KNew |
$620K - $703K
|
19.1K
$671K
|
|
Oct 13, 2020
Q3 2020
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
17.1K+ 38.94% |
$557K - $631K
|
61.1K
$2.15M
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17.1K+ 139.68% |
$555K - $629K
|
29.3K
$1.03M
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.7K+ 13.21% |
$542K - $614K
|
143K
$5.02M
|
|
Oct 14, 2020
Q3 2020
|
3 Edge Asset Management, LP
|
BUY
|
- |
16.4K+ 183.93% |
$533K - $604K
|
25.3K
$891K
|
|
Nov 16, 2020
Q3 2020
|
Financial Insights, Inc.
|
BUY
|
- |
16.3K+ 359.76% |
$530K - $600K
|
20.8K
$732K
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16K+ 16.57% |
$520K - $589K
|
112K
$3.96M
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.8K+ 12.55% |
$514K - $582K
|
142K
$4.99M
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.7K+ 98.67% |
$510K - $578K
|
31.6K
$1.11M
|
|
Nov 03, 2020
Q3 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
14.7KNew |
$477K - $540K
|
14.7K
$516K
|
|
Nov 03, 2020
Q3 2020
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
14.2K+ 14.88% |
$462K - $523K
|
110K
$3.86M
|
|
Nov 13, 2020
Q3 2020
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14K+ 10.56% |
$456K - $517K
|
147K
$5.17M
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.9K+ 78.51% |
$452K - $512K
|
31.6K
$1.11M
|
|
Nov 10, 2020
Q3 2020
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.9KNew |
$450K - $510K
|
13.9K
$487K
|
|
Nov 12, 2020
Q3 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.9K+ 37.83% |
$418K - $474K
|
46.9K
$1.65M
|
|
Nov 12, 2020
Q3 2020
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12.5K+ 22.43% |
$407K - $461K
|
68.3K
$2.4M
|
|
Nov 13, 2020
Q3 2020
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12K+ 74.69% |
$391K - $443K
|
28.1K
$990K
|
|
Oct 30, 2020
Q3 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.8K+ 14.15% |
$385K - $436K
|
95.5K
$3.36M
|
|
Nov 12, 2020
Q3 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.4KNew |
$370K - $419K
|
11.4K
$400K
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
11.2K+ 8.02% |
$365K - $413K
|
151K
$5.31M
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.2K+ 1.58% |
$364K - $412K
|
719K
$25.3M
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
BUY
|
- |
11.1KNew |
$361K - $409K
|
11.1K
$391K
|
|
Oct 13, 2020
Q3 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$337K - $382K
|
10.4K
$365K
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2K+ 9.64% |
$332K - $376K
|
116K
$4.09M
|
|
Nov 13, 2020
Q3 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.2K+ 12.54% |
$330K - $374K
|
91.2K
$3.21M
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
BUY
|
- |
10.1K+ 3.84% |
$327K - $370K
|
272K
$9.55M
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.86K+ 11.51% |
$320K - $363K
|
95.5K
$3.36M
|
|
Oct 26, 2020
Q3 2020
|
Howland Capital Management LLC
|
BUY
|
- |
9.63K+ 17.13% |
$313K - $354K
|
65.8K
$2.31M
|
|
Oct 22, 2020
Q3 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
9.25K+ 3.53% |
$301K - $341K
|
271K
$9.54M
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.23K+ 12.06% |
$300K - $340K
|
85.7K
$3.01M
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.11KNew |
$296K - $335K
|
9.11K
$320K
|
|
Nov 13, 2020
Q3 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.89K+ 59.29% |
$289K - $327K
|
23.9K
$840K
|
|
Nov 13, 2020
Q3 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
8.68K+ 107.29% |
$282K - $320K
|
16.8K
$590K
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.43KNew |
$274K - $311K
|
8.43K
$297K
|
|
Nov 12, 2020
Q3 2020
|
Brighton Jones LLC
|
BUY
|
- |
8.03KNew |
$261K - $296K
|
8.03K
$283K
|
|
Nov 12, 2020
Q3 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
7.82KNew |
$254K - $288K
|
7.82K
$275K
|
|
Oct 07, 2020
Q3 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.76KNew |
$252K - $286K
|
7.76K
$273K
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.63KNew |
$248K - $281K
|
7.63K
$268K
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
7.52KNew |
$244K - $277K
|
7.52K
$264K
|
|
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
BUY
|
- |
7.45KNew |
$242K - $274K
|
7.45K
$262K
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.38KNew |
$240K - $272K
|
7.38K
$260K
|
|
Nov 12, 2020
Q3 2020
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
7.36KNew |
$239K - $271K
|
7.36K
$259K
|
|
Nov 16, 2020
Q3 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.28K+ 242700.0% |
$237K - $268K
|
7.28K
$256K
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.21KNew |
$234K - $265K
|
7.21K
$254K
|
|
Oct 16, 2020
Q3 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
7.15KNew |
$233K - $263K
|
7.15K
$252K
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
BUY
|
- |
6.76K+ 44.75% |
$220K - $249K
|
21.9K
$769K
|
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
BUY
|
- |
6.74KNew |
$219K - $248K
|
6.74K
$237K
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.7KNew |
$218K - $247K
|
6.7K
$235K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.66K+ 17.84% |
$217K - $245K
|
44K
$1.55M
|