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 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 14.92% |
$48.3K - $54.7K
|
11.4K
$403K
|
|
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.47K+ 6.89% |
$47.9K - $54.2K
|
22.9K
$804K
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.45K+ 9.76% |
$47K - $53.3K
|
16.3K
$572K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.44K+ 5.87% |
$46.7K - $52.9K
|
25.9K
$912K
|
|
Oct 26, 2020
Q3 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.43K+ 13.0% |
$46.5K - $52.7K
|
12.5K
$438K
|
|
Oct 16, 2020
Q3 2020
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.37K+ 8.49% |
$44.5K - $50.4K
|
17.5K
$616K
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.31K+ 17.33% |
$42.6K - $48.3K
|
8.88K
$312K
|
|
Oct 08, 2020
Q3 2020
|
Highland Private Wealth Management
|
BUY
|
- |
1.2K+ 1.0% |
$39K - $44.2K
|
121K
$4.27M
|
|
Nov 16, 2020
Q3 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.19K+ 5.98% |
$38.5K - $43.6K
|
21K
$738K
|
|
Nov 13, 2020
Q3 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.17K+ 7.81% |
$38K - $43K
|
16.1K
$567K
|
|
Nov 17, 2020
Q3 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.17K+ 1.83% |
$38K - $43K
|
65.2K
$2.29M
|
|
Oct 23, 2020
Q3 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.13K+ 1.91% |
$36.6K - $41.4K
|
60.2K
$2.12M
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 2.35% |
$35.2K - $39.9K
|
47.2K
$1.66M
|
|
Nov 03, 2020
Q3 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.07KNew |
$34.9K - $39.5K
|
1.07K
$37.8K
|
|
Oct 27, 2020
Q3 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.01KNew |
$32.8K - $37.1K
|
1.01K
$35.5K
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$32.5K - $36.8K
|
1K
$35.2K
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
987+ 9.18% |
$32.1K - $36.3K
|
11.7K
$413K
|
|
Oct 13, 2020
Q3 2020
|
Autus Asset Management, LLC
|
BUY
|
- |
948+ 10.0% |
$30.8K - $34.9K
|
10.4K
$367K
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
862New |
$28K - $31.7K
|
862
$30.3K
|
|
Nov 16, 2020
Q3 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
813+ 2.01% |
$26.4K - $29.9K
|
41.3K
$1.45M
|
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
801+ 6.4% |
$26K - $29.5K
|
13.3K
$469K
|
|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
793+ 100.51% |
$25.8K - $29.2K
|
1.58K
$55.6K
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
BUY
|
- |
736+ 11.73% |
$23.9K - $27.1K
|
7.01K
$246K
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
732+ 4.56% |
$23.8K - $27K
|
16.8K
$591K
|
|
Nov 05, 2020
Q3 2020
|
Accredited Investors Inc.
|
BUY
|
- |
725+ 3.67% |
$23.6K - $26.7K
|
20.5K
$719K
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
695+ 81.76% |
$22.6K - $25.6K
|
1.55K
$54.3K
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
690+ 3.25% |
$22.4K - $25.4K
|
21.9K
$770K
|
|
Oct 22, 2020
Q3 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
662+ 3.8% |
$21.5K - $24.4K
|
18.1K
$636K
|
|
Nov 04, 2020
Q3 2020
|
Savant Capital, LLC
|
BUY
|
- |
635+ 1.19% |
$20.6K - $23.4K
|
53.8K
$1.89M
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
511New |
$16.6K - $18.8K
|
511
$18K
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
500New |
$16.3K - $18.4K
|
500
$17.6K
|
|
Nov 10, 2020
Q3 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
479+ 0.93% |
$15.6K - $17.6K
|
52.2K
$1.83M
|
|
Oct 06, 2020
Q3 2020
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
410+ 2.59% |
$13.3K - $15.1K
|
16.2K
$571K
|
|
Nov 13, 2020
Q3 2020
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
400New |
$13K - $14.7K
|
400
$14.1K
|
|
Oct 26, 2020
Q3 2020
|
Hardy Reed LLC
|
BUY
|
- |
391+ 5.12% |
$12.7K - $14.4K
|
8.02K
$282K
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
BUY
|
- |
380New |
$12.4K - $14K
|
380
$13.4K
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
366+ 5.11% |
$11.9K - $13.5K
|
7.53K
$265K
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
363+ 2.24% |
$11.8K - $13.4K
|
16.6K
$584K
|
|
Nov 13, 2020
Q3 2020
|
Valley National Advisers Inc
|
BUY
|
- |
291+ 262.16% |
$9.46K - $10.7K
|
402
$14.1K
|
|
Nov 03, 2020
Q3 2020
|
Lindbrook Capital, LLC
|
BUY
|
- |
266New |
$8.65K - $9.79K
|
266
$9.36K
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
251+ 83.67% |
$8.16K - $9.24K
|
551
$19.4K
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
220+ 60.11% |
$7.15K - $8.1K
|
586
$20.6K
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
197+ 2.52% |
$6.4K - $7.25K
|
8.03K
$282K
|
|
Nov 13, 2020
Q3 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
168+ 2.57% |
$5.46K - $6.19K
|
6.72K
$236K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
144New |
$4.68K - $5.3K
|
144
$5.06K
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
135+ 20.61% |
$4.39K - $4.97K
|
790
$27.8K
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
105New |
$3.41K - $3.87K
|
105
$3.69K
|
|
Nov 10, 2020
Q3 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
103New |
$3.35K - $3.79K
|
103
$3.62K
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
85+ 0.32% |
$2.76K - $3.13K
|
26.7K
$939K
|
|
Nov 12, 2020
Q3 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
71+ 0.63% |
$2.31K - $2.61K
|
11.4K
$400K
|