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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
199+ 1.31% |
$8.11K - $8.91K
|
15.4K
$540K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
194New |
$7.9K - $8.69K
|
194
$6.82K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
190New |
$7.74K - $8.51K
|
190
$6.68K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
184+ 3.79% |
$7.5K - $8.24K
|
5.05K
$177K
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
180+ 2.52% |
$7.33K - $8.06K
|
7.32K
$257K
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
165+ 0.87% |
$6.72K - $7.39K
|
19.1K
$670K
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
155+ 0.41% |
$6.31K - $6.94K
|
37.9K
$1.33M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
151+ 1.8% |
$6.15K - $6.76K
|
8.52K
$300K
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
135+ 2.31% |
$5.5K - $6.05K
|
5.99K
$210K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
131+ 12.0% |
$5.34K - $5.87K
|
1.22K
$43K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
131+ 12.0% |
$5.34K - $5.87K
|
1.22K
$43K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
131+ 2.33% |
$5.34K - $5.87K
|
5.76K
$202K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
124+ 1.56% |
$5.05K - $5.55K
|
8.08K
$284K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
100New |
$4.07K - $4.48K
|
100
$3.52K
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
97+ 0.28% |
$3.95K - $4.34K
|
34.9K
$1.23M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
68New |
$2.77K - $3.05K
|
68
$2.39K
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
60+ 0.6% |
$2.44K - $2.69K
|
10.1K
$355K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
57New |
$2.32K - $2.55K
|
57
$2K
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
54+ 9.25% |
$2.2K - $2.42K
|
638
$22.4K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
52+ 37.14% |
$2.12K - $2.33K
|
192
$6.75K
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45+ 128.57% |
$1.83K - $2.02K
|
80
$2.81K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
36New |
$1.47K - $1.61K
|
36
$1.27K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
31New |
$1.26K - $1.39K
|
31
$1.09K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
31+ 2.74% |
$1.26K - $1.39K
|
1.16K
$40.8K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
30+ 1.6% |
$1.22K - $1.34K
|
1.91K
$67.1K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
26+ 15.38% |
$1.06K - $1.16K
|
195
$6.86K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24+ 0.08% |
$978 - $1.07K
|
30.4K
$1.07M
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
23+ 0.13% |
$937 - $1.03K
|
18.3K
$642K
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$896 - $985
|
22
$774
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
15+ 1.54% |
$611 - $672
|
989
$34.8K
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12+ 0.22% |
$489 - $537
|
5.52K
$194K
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
5+ 2.27% |
$204 - $224
|
225
$7.91K
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.06% |
$204 - $224
|
7.93K
$279K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3New |
$122 - $134
|
3
$106
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$40.7 - $44.8
|
1
$35.2
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-6- 0.09% |
$244 - $269
|
7.04K
$247K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-16- 0.1% |
$652 - $717
|
16.6K
$583K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 4.11% |
$1.91K - $2.11K
|
1.1K
$38.5K
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-57- 32.95% |
$2.32K - $2.55K
|
116
$4.08K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-60- 1.16% |
$2.44K - $2.69K
|
5.11K
$180K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-67- 0.51% |
$2.73K - $3K
|
13.1K
$459K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-76- 0.11% |
$3.1K - $3.4K
|
71.5K
$2.51M
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-86Closed |
$3.5K - $3.85K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-105- 2.2% |
$4.28K - $4.7K
|
4.66K
$164K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-110- 8.0% |
$4.48K - $4.93K
|
1.27K
$44.5K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-140- 1.03% |
$5.7K - $6.27K
|
13.4K
$471K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-169- 1.55% |
$6.89K - $7.57K
|
10.7K
$377K
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-203Closed |
$8.27K - $9.09K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-284- 9.4% |
$11.6K - $12.7K
|
2.74K
$96.3K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-287- 5.14% |
$11.7K - $12.9K
|
5.3K
$186K
|