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 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
46New |
$1.5K - $1.69K
|
46
$1.62K
|
|
|
Oct 21, 2020
Q3 2020
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
17+ 0.16% |
$553 - $626
|
10.4K
$367K
|
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3New |
$97.5 - $110
|
3
$106
|
|
|
Nov 19, 2020
Q3 2020
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2New |
$65 - $73.6
|
2
$70.3
|
|
|
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2- 0.07% |
$65 - $73.6
|
2.91K
$102K
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19Closed |
$618 - $700
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-50- 0.19% |
$1.63K - $1.84K
|
26.5K
$934K
|
|
|
Nov 06, 2020
Q3 2020
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-62- 0.59% |
$2.02K - $2.28K
|
10.4K
$366K
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-71Closed |
$2.31K - $2.61K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$3.25K - $3.68K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-105- 0.46% |
$3.41K - $3.87K
|
22.9K
$804K
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-128Closed |
$4.16K - $4.71K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-130Closed |
$4.23K - $4.79K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-180Closed |
$5.85K - $6.63K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-188- 2.35% |
$6.11K - $6.92K
|
7.82K
$275K
|
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-199- 1.99% |
$6.47K - $7.33K
|
9.8K
$345K
|
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-296Closed |
$9.62K - $10.9K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-311- 3.99% |
$10.1K - $11.5K
|
7.48K
$263K
|
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-314- 9.85% |
$10.2K - $11.6K
|
2.87K
$101K
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-417- 5.4% |
$13.6K - $15.4K
|
7.31K
$257K
|
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-438- 5.58% |
$14.2K - $16.1K
|
7.41K
$261K
|
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-490Closed |
$15.9K - $18K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Fiduciary Counselling Inc
|
SELL
|
- |
-508- 7.94% |
$16.5K - $18.7K
|
5.89K
$207K
|
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-509- 52.64% |
$16.5K - $18.7K
|
458
$16.1K
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-884- 4.67% |
$28.7K - $32.5K
|
18.1K
$635K
|
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-915- 27.17% |
$29.7K - $33.7K
|
2.45K
$86.3K
|
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.01K- 1.13% |
$32.8K - $37.2K
|
87.9K
$3.09M
|
|
|
Nov 12, 2020
Q3 2020
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.06K- 1.52% |
$34.4K - $39K
|
68.6K
$2.41M
|
|
|
Oct 20, 2020
Q3 2020
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 0.72% |
$50.1K - $56.7K
|
213K
$7.49M
|
|
|
Oct 13, 2020
Q3 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-1.68K- 9.29% |
$54.5K - $61.7K
|
16.4K
$575K
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.86KClosed |
$60.5K - $68.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.89K- 11.92% |
$61.6K - $69.7K
|
14K
$492K
|
|
|
Nov 05, 2020
Q3 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.98K- 4.54% |
$64.3K - $72.8K
|
41.6K
$1.46M
|
|
|
Nov 06, 2020
Q3 2020
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.98K- 6.21% |
$64.4K - $72.9K
|
29.9K
$1.05M
|
|
|
Oct 09, 2020
Q3 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.07K- 22.05% |
$67.4K - $76.3K
|
7.33K
$258K
|
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-2.24K- 5.56% |
$72.9K - $82.6K
|
38.1K
$1.34M
|
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.32K- 11.34% |
$75.2K - $85.2K
|
18.1K
$637K
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.89K- 0.46% |
$94K - $106K
|
626K
$22M
|
|
|
Oct 15, 2020
Q3 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.13K- 1.52% |
$102K - $115K
|
203K
$7.15M
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.65K- 8.04% |
$119K - $134K
|
41.8K
$1.47M
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.67KClosed |
$119K - $135K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-3.74K- 4.79% |
$122K - $138K
|
74.4K
$2.62M
|
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-3.84KClosed |
$125K - $141K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.44K- 7.21% |
$144K - $163K
|
57.2K
$2.01M
|
|
|
Oct 19, 2020
Q3 2020
|
One Advisory Partners, LLC
|
SELL
|
- |
-4.89K- 2.37% |
$159K - $180K
|
201K
$7.07M
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.94K- 11.75% |
$161K - $182K
|
37.1K
$1.31M
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.27K- 64.06% |
$171K - $194K
|
2.95K
$104K
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.42K- 0.47% |
$176K - $200K
|
1.14M
$40.1M
|
|
|
Oct 16, 2020
Q3 2020
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.47K- 3.43% |
$178K - $201K
|
154K
$5.42M
|