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
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.5K- 5.58% |
$179K - $203K
|
93.2K
$3.28M
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-5.83K- 77.54% |
$189K - $215K
|
1.69K
$59.4K
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.22KClosed |
$202K - $229K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-6.43K- 11.75% |
$209K - $237K
|
48.3K
$1.7M
|
|
Oct 20, 2020
Q3 2020
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.53KClosed |
$212K - $240K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.67K- 22.36% |
$217K - $246K
|
23.2K
$815K
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.43KClosed |
$241K - $273K
|
0
$0
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.8K- 26.4% |
$254K - $287K
|
21.8K
$765K
|
|
Oct 20, 2020
Q3 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-9.06K- 29.21% |
$294K - $334K
|
21.9K
$772K
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.2K- 99.74% |
$330K - $374K
|
26
$914
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-11K- 60.88% |
$357K - $405K
|
7.06K
$248K
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1K- 37.15% |
$361K - $408K
|
18.8K
$660K
|
|
Oct 21, 2020
Q3 2020
|
Round Table Services, LLC
|
SELL
|
- |
-13.4K- 3.22% |
$436K - $494K
|
403K
$14.2M
|
|
Nov 12, 2020
Q3 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.8K- 70.46% |
$481K - $545K
|
6.21K
$218K
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-15.6K- 66.06% |
$506K - $574K
|
8K
$281K
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16.9K- 38.16% |
$549K - $622K
|
27.4K
$963K
|
|
Nov 03, 2020
Q3 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.5K- 26.94% |
$569K - $645K
|
47.5K
$1.67M
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18.4K- 32.3% |
$597K - $676K
|
38.5K
$1.35M
|
|
Oct 13, 2020
Q3 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-18.7K- 20.24% |
$607K - $688K
|
73.7K
$2.59M
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19.4KClosed |
$632K - $716K
|
0
$0
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.2K- 78.77% |
$755K - $856K
|
6.26K
$220K
|
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-23.7K- 60.83% |
$769K - $871K
|
15.2K
$536K
|
|
Nov 16, 2020
Q3 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-24.6KClosed |
$799K - $906K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-26.4KClosed |
$858K - $972K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-28.1K- 43.28% |
$915K - $1.04M
|
36.9K
$1.3M
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-38.1K- 29.39% |
$1.24M - $1.4M
|
91.5K
$3.22M
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-44.4K- 81.51% |
$1.44M - $1.63M
|
10.1K
$354K
|
|
Nov 12, 2020
Q3 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-46.3K- 56.82% |
$1.51M - $1.71M
|
35.2K
$1.24M
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-50.3KClosed |
$1.64M - $1.85M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53KClosed |
$1.72M - $1.95M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-58.1KClosed |
$1.89M - $2.14M
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-62.5KClosed |
$2.03M - $2.3M
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-64.8KClosed |
$2.11M - $2.39M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-82.4K- 51.87% |
$2.68M - $3.04M
|
76.5K
$2.69M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-87.1K- 23.57% |
$2.83M - $3.21M
|
282K
$9.93M
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-93.4K- 54.3% |
$3.04M - $3.44M
|
78.6K
$2.77M
|
|
Nov 16, 2020
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-109KClosed |
$3.54M - $4.01M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-115K- 31.03% |
$3.74M - $4.24M
|
256K
$9.01M
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-155K- 52.68% |
$5.03M - $5.7M
|
139K
$4.89M
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-344KClosed |
$11.2M - $12.7M
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-490K- 11.24% |
$15.9M - $18M
|
3.87M
$136M
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-1.08M- 20.32% |
$35.2M - $39.9M
|
4.24M
$149M
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.42MClosed |
$46.2M - $52.4M
|
0
$0
|