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
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.57K- 33.36% |
$145K - $160K
|
7.13K
$251K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.7K- 1.51% |
$151K - $166K
|
241K
$8.49M
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.95K- 20.07% |
$161K - $177K
|
15.7K
$553K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-4K- 13.28% |
$163K - $179K
|
26.1K
$919K
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.05K- 26.12% |
$165K - $181K
|
11.5K
$403K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.19K- 33.59% |
$171K - $188K
|
8.29K
$291K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-4.22KClosed |
$172K - $189K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-4.22K- 21.59% |
$172K - $189K
|
15.3K
$539K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-4.31K- 1.15% |
$176K - $193K
|
372K
$13.1M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.41K- 6.06% |
$180K - $197K
|
68.3K
$2.4M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-4.44KClosed |
$181K - $199K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-4.45K- 3.52% |
$181K - $199K
|
122K
$4.28M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.48K- 14.42% |
$182K - $200K
|
26.6K
$934K
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-4.49KClosed |
$183K - $201K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.58KClosed |
$186K - $205K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.58K- 97.86% |
$186K - $205K
|
100
$3.52K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.68KClosed |
$191K - $210K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-4.94KClosed |
$201K - $221K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5KClosed |
$204K - $224K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.34KClosed |
$217K - $239K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.46K- 2.5% |
$223K - $245K
|
213K
$7.49M
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-5.98K- 32.13% |
$244K - $268K
|
12.6K
$444K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.99K- 8.84% |
$244K - $268K
|
61.8K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.15KClosed |
$251K - $275K
|
0
$0
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.23K- 35.77% |
$254K - $279K
|
11.2K
$393K
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-6.44K- 45.16% |
$262K - $288K
|
7.82K
$275K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.47K- 14.96% |
$263K - $290K
|
36.8K
$1.29M
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.51K- 9.38% |
$265K - $291K
|
62.9K
$2.21M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.55KClosed |
$267K - $293K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.66K- 22.99% |
$271K - $298K
|
22.3K
$784K
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.69K- 40.26% |
$272K - $300K
|
9.93K
$349K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.76K- 4.32% |
$276K - $303K
|
150K
$5.27M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.78K- 2.98% |
$276K - $304K
|
220K
$7.75M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.87K- 28.97% |
$280K - $308K
|
16.8K
$592K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-7.22K- 29.25% |
$294K - $323K
|
17.5K
$614K
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-7.25KClosed |
$295K - $325K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-7.33KClosed |
$299K - $328K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-7.46KClosed |
$304K - $334K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-7.47KClosed |
$304K - $335K
|
0
$0
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7.72K- 22.38% |
$315K - $346K
|
26.8K
$942K
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7.72K- 22.38% |
$315K - $346K
|
26.8K
$942K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.82K- 17.31% |
$319K - $350K
|
37.4K
$1.31M
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
SELL
|
- |
-7.89K- 2.74% |
$321K - $353K
|
280K
$9.84M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.99KClosed |
$325K - $358K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8.08KClosed |
$329K - $362K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.11K- 21.54% |
$330K - $363K
|
29.5K
$1.04M
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-8.29K- 4.69% |
$338K - $371K
|
169K
$5.93M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-8.68K- 11.04% |
$354K - $389K
|
69.9K
$2.46M
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.13KClosed |
$372K - $409K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-9.31KClosed |
$379K - $417K
|
0
$0
|