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 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.12K+ 21.63% |
$168K - $184K
|
23.2K
$815K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.97K+ 12.23% |
$162K - $178K
|
36.4K
$1.28M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.97K+ 10.47% |
$162K - $178K
|
41.8K
$1.47M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.95K+ 43.33% |
$161K - $177K
|
13.1K
$459K
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.91K+ 28.77% |
$159K - $175K
|
17.5K
$616K
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.83K+ 43.53% |
$156K - $172K
|
12.6K
$444K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.8K+ 5.48% |
$155K - $170K
|
73.2K
$2.58M
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.75K+ 1.07% |
$153K - $168K
|
354K
$12.4M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.75K+ 3566.67% |
$153K - $168K
|
3.85K
$135K
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3.73K+ 11.04% |
$152K - $167K
|
37.5K
$1.32M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
3.61K+ 13.56% |
$147K - $162K
|
30.2K
$1.06M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.43K+ 17.43% |
$140K - $154K
|
23.1K
$813K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.4K+ 17.19% |
$139K - $152K
|
23.2K
$816K
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.4K+ 16.85% |
$138K - $152K
|
23.5K
$828K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
3.32KNew |
$135K - $148K
|
3.32K
$117K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.32KNew |
$135K - $148K
|
3.32K
$117K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.09K+ 47.22% |
$126K - $138K
|
9.63K
$339K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
3.06K+ 12.46% |
$125K - $137K
|
27.6K
$970K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
3.04K+ 30.13% |
$124K - $136K
|
13.1K
$462K
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
3.01K+ 73.58% |
$123K - $135K
|
7.11K
$250K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
3KNew |
$122K - $134K
|
3K
$106K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.85K+ 23.33% |
$116K - $128K
|
15.1K
$530K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.8K+ 14.09% |
$114K - $126K
|
22.7K
$798K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.71K+ 16.03% |
$110K - $121K
|
19.6K
$689K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 8.25% |
$110K - $121K
|
35.5K
$1.25M
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.56K+ 19.68% |
$104K - $115K
|
15.6K
$547K
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.44K+ 1.61% |
$99.3K - $109K
|
153K
$5.4M
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.42K+ 20.88% |
$98.6K - $108K
|
14K
$493K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.31K+ 40.97% |
$94K - $103K
|
7.94K
$279K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.17K+ 46.49% |
$88.3K - $97.1K
|
6.83K
$240K
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
2.1K+ 13.49% |
$85.7K - $94.2K
|
17.7K
$622K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.03K+ 2.88% |
$82.5K - $90.7K
|
72.2K
$2.54M
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 31.92% |
$78.9K - $86.8K
|
8.01K
$282K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.88K+ 2.39% |
$76.8K - $84.4K
|
80.6K
$2.84M
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.82K+ 7.56% |
$74.1K - $81.5K
|
25.9K
$910K
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 25.42% |
$72.4K - $79.6K
|
8.77K
$309K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.71K+ 3.8% |
$69.7K - $76.7K
|
46.7K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.68KNew |
$68.3K - $75.1K
|
1.68K
$59K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.66K+ 37.1% |
$67.8K - $74.5K
|
6.15K
$216K
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.66KNew |
$67.5K - $74.2K
|
1.66K
$58.2K
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.6K+ 8.26% |
$65.1K - $71.6K
|
20.9K
$737K
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.53K+ 14.66% |
$62.5K - $68.7K
|
12K
$422K
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.47K+ 5.33% |
$59.9K - $65.8K
|
29.1K
$1.02M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.4K+ 16.07% |
$57.1K - $62.8K
|
10.1K
$356K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.36K+ 0.96% |
$55.3K - $60.8K
|
143K
$5.02M
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.25K+ 14.02% |
$50.9K - $55.9K
|
10.2K
$357K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.25K+ 17.24% |
$50.8K - $55.9K
|
8.49K
$298K
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.23K+ 7.86% |
$50K - $55K
|
16.8K
$592K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.2K+ 971.54% |
$48.7K - $53.5K
|
1.32K
$46.4K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.1K+ 96.75% |
$44.9K - $49.4K
|
2.24K
$78.9K
|