Purchases and Sales Made in Q3 2021 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.61MNew |
$269M - $296M
|
6.61M
$233M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.3MNew |
$134M - $148M
|
3.3M
$116M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.01MNew |
$41.3M - $45.4M
|
1.01M
$35.6M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
855K+ 7.45% |
$34.8M - $38.3M
|
12.3M
$434M
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
548KNew |
$22.3M - $24.5M
|
548K
$19.3M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
455K+ 14.18% |
$18.6M - $20.4M
|
3.67M
$129M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
447K+ 110.42% |
$18.2M - $20M
|
852K
$30M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
434K+ 15.47% |
$17.7M - $19.4M
|
3.24M
$114M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
398K+ 1085.54% |
$16.2M - $17.8M
|
434K
$15.3M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
316KNew |
$12.9M - $14.2M
|
316K
$11.1M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
286K+ 62.16% |
$11.7M - $12.8M
|
746K
$26.2M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
216KNew |
$8.78M - $9.65M
|
216K
$7.58M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
212K+ 2379.73% |
$8.65M - $9.51M
|
221K
$7.78M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
211K+ 557.44% |
$8.6M - $9.45M
|
249K
$8.76M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
211K+ 602.2% |
$8.6M - $9.45M
|
246K
$8.66M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
201K+ 15.62% |
$8.21M - $9.02M
|
1.49M
$52.4M
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
174K+ 440.38% |
$7.09M - $7.79M
|
213K
$7.51M
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
117K+ 109.2% |
$4.76M - $5.24M
|
224K
$7.88M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
113K+ 15.37% |
$4.6M - $5.06M
|
848K
$29.8M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
98.5K+ 3.04% |
$4.01M - $4.41M
|
3.34M
$118M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
85.4K+ 22.68% |
$3.48M - $3.82M
|
462K
$16.2M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
78.6KNew |
$3.2M - $3.52M
|
78.6K
$2.76M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
78.4K+ 313.75% |
$3.19M - $3.51M
|
103K
$3.64M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
72.9K+ 282.16% |
$2.97M - $3.26M
|
98.7K
$3.47M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
67.1K+ 4.38% |
$2.73M - $3.01M
|
1.6M
$56.2M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
64.3K+ 437.46% |
$2.62M - $2.88M
|
78.9K
$2.78M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
59.3KNew |
$2.41M - $2.65M
|
59.3K
$2.08M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
53.4KNew |
$2.18M - $2.39M
|
53.4K
$1.88M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
52.7K+ 4.06% |
$2.15M - $2.36M
|
1.35M
$47.5M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.7K+ 13.18% |
$1.86M - $2.05M
|
393K
$13.8M
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
44.1K+ 25.44% |
$1.8M - $1.98M
|
218K
$7.65M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
37.6KNew |
$1.53M - $1.68M
|
37.6K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
33.1K+ 23.47% |
$1.35M - $1.48M
|
174K
$6.11M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
32.8KNew |
$1.34M - $1.47M
|
32.8K
$1.15M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32.7K+ 55.56% |
$1.33M - $1.46M
|
91.5K
$3.22M
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
32.4K+ 24.12% |
$1.32M - $1.45M
|
167K
$5.87M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
31.4K+ 31.93% |
$1.28M - $1.4M
|
130K
$4.56M
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
30.8K+ 9.46% |
$1.25M - $1.38M
|
356K
$12.5M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
30.6K+ 1.57% |
$1.25M - $1.37M
|
1.99M
$69.9M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.9KNew |
$1.22M - $1.34M
|
29.9K
$1.05M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.2K+ 50.22% |
$1.19M - $1.31M
|
87.4K
$3.07M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
26.8K+ 10.6% |
$1.09M - $1.2M
|
280K
$9.85M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.02M - $1.12M
|
25K
$879K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
23.1KNew |
$939K - $1.03M
|
23.1K
$811K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
22.9K+ 8.11% |
$932K - $1.02M
|
305K
$10.7M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
22.2K+ 36.61% |
$903K - $993K
|
82.7K
$2.91M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20.4K+ 109.27% |
$831K - $913K
|
39.1K
$1.37M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.3K+ 63.87% |
$829K - $911K
|
52.2K
$1.84M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.9K+ 9.91% |
$812K - $892K
|
221K
$7.77M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.5K+ 10.16% |
$796K - $875K
|
212K
$7.45M
|