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 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.09K+ 8.56% |
$44.2K - $48.6K
|
13.8K
$484K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
1.08K+ 14.07% |
$44.2K - $48.6K
|
8.79K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 7.33% |
$44K - $48.3K
|
15.8K
$556K
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.04K+ 9.85% |
$42.5K - $46.8K
|
11.6K
$410K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.02K+ 8.1% |
$41.4K - $45.5K
|
13.6K
$477K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
971+ 22.75% |
$39.6K - $43.5K
|
5.24K
$184K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
940+ 165.78% |
$38.3K - $42.1K
|
1.51K
$53K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
938+ 6.42% |
$38.2K - $42K
|
15.6K
$547K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
906+ 5.28% |
$36.9K - $40.6K
|
18.1K
$636K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
881+ 1.64% |
$35.9K - $39.5K
|
54.5K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
881+ 3.07% |
$35.9K - $39.5K
|
29.5K
$1.04M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
820New |
$33.4K - $36.7K
|
820
$28.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
782+ 67.53% |
$31.9K - $35K
|
1.94K
$68.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
772+ 5.32% |
$31.5K - $34.6K
|
15.3K
$538K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
765+ 3.18% |
$31.2K - $34.3K
|
24.8K
$873K
|
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
747+ 8.5% |
$30.4K - $33.5K
|
9.54K
$335K
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
714+ 13.68% |
$29.1K - $32K
|
5.93K
$209K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
704+ 10.28% |
$28.7K - $31.5K
|
7.55K
$266K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
625+ 10.34% |
$25.5K - $28K
|
6.67K
$235K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
613+ 1.79% |
$25K - $27.5K
|
34.9K
$1.23M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
599+ 9.06% |
$24.4K - $26.8K
|
7.21K
$254K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
575+ 3.06% |
$23.4K - $25.8K
|
19.3K
$680K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
560+ 9.01% |
$22.8K - $25.1K
|
6.78K
$238K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
525+ 7.21% |
$21.4K - $23.5K
|
7.81K
$275K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
520+ 2.12% |
$21.2K - $23.3K
|
25K
$879K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
506+ 11.61% |
$20.6K - $22.7K
|
4.86K
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
468+ 4.32% |
$19.1K - $21K
|
11.3K
$397K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
430+ 8.81% |
$17.5K - $19.3K
|
5.31K
$187K
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
428+ 7.3% |
$17.4K - $19.2K
|
6.29K
$221K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
424New |
$17.3K - $19K
|
424
$14.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
421+ 3.89% |
$17.2K - $18.9K
|
11.2K
$395K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
414+ 49.76% |
$16.9K - $18.5K
|
1.25K
$43.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
395New |
$16.1K - $17.7K
|
395
$13.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
387+ 6.79% |
$15.8K - $17.3K
|
6.09K
$214K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
365New |
$14.9K - $16.3K
|
365
$12.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
354+ 2.79% |
$14.4K - $15.9K
|
13K
$459K
|
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
BUY
|
- |
352+ 3.72% |
$14.3K - $15.8K
|
9.82K
$345K
|
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
346+ 96.38% |
$14.1K - $15.5K
|
705
$24.8K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
338+ 5.71% |
$13.8K - $15.1K
|
6.25K
$220K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
326New |
$13.3K - $14.6K
|
326
$11.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
323+ 1.7% |
$13.2K - $14.5K
|
19.3K
$678K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
321+ 19.81% |
$13.1K - $14.4K
|
1.94K
$68.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
310+ 4.64% |
$12.6K - $13.9K
|
6.99K
$246K
|
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
303+ 27.95% |
$12.3K - $13.6K
|
1.39K
$48.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
280+ 2.75% |
$11.4K - $12.5K
|
10.5K
$368K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
253+ 1.37% |
$10.3K - $11.3K
|
18.7K
$658K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
232+ 13.09% |
$9.45K - $10.4K
|
2K
$70.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
229+ 31.07% |
$9.33K - $10.3K
|
966
$34K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
229+ 1090.48% |
$9.33K - $10.3K
|
250
$8.79K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
227+ 1.13% |
$9.25K - $10.2K
|
20.3K
$714K
|