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 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-366- 0.48% |
$14.9K - $16.4K
|
75.4K
$2.65M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-411Closed |
$16.7K - $18.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-416- 5.95% |
$16.9K - $18.6K
|
6.58K
$231K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-424- 6.32% |
$17.3K - $19K
|
6.28K
$221K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-430- 1.42% |
$17.5K - $19.3K
|
29.8K
$1.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-449- 8.37% |
$18.3K - $20.1K
|
4.92K
$173K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-465- 3.55% |
$18.9K - $20.8K
|
12.6K
$444K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-490- 7.59% |
$20K - $21.9K
|
5.97K
$210K
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-510- 6.16% |
$20.8K - $22.8K
|
7.77K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-570- 2.04% |
$23.2K - $25.5K
|
27.4K
$963K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-577- 5.13% |
$23.5K - $25.8K
|
10.7K
$376K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-585- 1.6% |
$23.8K - $26.2K
|
36.1K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-606- 15.83% |
$24.7K - $27.1K
|
3.22K
$113K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-628- 5.91% |
$25.6K - $28.1K
|
10K
$352K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-685- 5.69% |
$27.9K - $30.7K
|
11.4K
$400K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-718- 9.99% |
$29.3K - $32.2K
|
6.47K
$227K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-721- 5.17% |
$29.4K - $32.3K
|
13.2K
$465K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-746- 0.55% |
$30.4K - $33.4K
|
135K
$4.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-829- 2.6% |
$33.8K - $37.1K
|
31.1K
$1.09M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-836- 12.57% |
$34.1K - $37.4K
|
5.81K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-845- 1.27% |
$34.4K - $37.8K
|
65.4K
$2.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-852- 25.87% |
$34.7K - $38.2K
|
2.44K
$85.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-916- 6.49% |
$37.3K - $41K
|
13.2K
$464K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-979- 11.7% |
$39.9K - $43.8K
|
7.39K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.06K- 3.35% |
$43.3K - $47.6K
|
30.7K
$1.08M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.1K- 4.04% |
$44.8K - $49.3K
|
26.1K
$919K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.12K- 26.81% |
$45.6K - $50.2K
|
3.06K
$108K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.36K- 3.4% |
$55.3K - $60.8K
|
38.6K
$1.36M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.57K- 6.68% |
$63.9K - $70.2K
|
21.9K
$770K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.58K- 11.35% |
$64.4K - $70.8K
|
12.3K
$434K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.61K- 4.96% |
$65.4K - $71.9K
|
30.7K
$1.08M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.63K- 14.64% |
$66.2K - $72.8K
|
9.48K
$333K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.77KClosed |
$72.2K - $79.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.97K- 17.34% |
$80.1K - $88K
|
9.37K
$330K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.02K- 33.5% |
$82.1K - $90.3K
|
4K
$141K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.08K- 26.7% |
$84.9K - $93.3K
|
5.72K
$201K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.16K- 6.16% |
$88.1K - $96.9K
|
32.9K
$1.16M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.19K- 18.39% |
$89.1K - $97.9K
|
9.7K
$341K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.19K- 3.99% |
$89.2K - $98K
|
52.7K
$1.85M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.24K- 10.7% |
$91.3K - $100K
|
18.7K
$657K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.42K- 9.17% |
$98.4K - $108K
|
23.9K
$842K
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-2.45K- 11.28% |
$99.8K - $110K
|
19.3K
$677K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.56K- 15.75% |
$104K - $114K
|
13.7K
$481K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.82K- 8.86% |
$115K - $126K
|
29K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.09K- 21.51% |
$126K - $139K
|
11.3K
$397K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 33.24% |
$127K - $140K
|
6.28K
$221K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-3.17K- 13.31% |
$129K - $142K
|
20.7K
$727K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.19K- 9.81% |
$130K - $143K
|
29.4K
$1.03M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.24K- 12.27% |
$132K - $145K
|
23.2K
$814K
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-3.43K- 3.13% |
$140K - $154K
|
106K
$3.74M
|