Purchases and Sales Made in Q4 2020 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.3M+ 44.98% |
$436M - $515M
|
39.5M
$1.39B
|
|
Feb 09, 2021
Q4 2020
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
6.05MNew |
$215M - $254M
|
6.05M
$213M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.09M+ 44.71% |
$74.4M - $87.8M
|
6.77M
$238M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.16M+ 38.16% |
$41.3M - $48.8M
|
4.21M
$148M
|
|
Feb 08, 2021
Q4 2020
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.16M+ 29.94% |
$41.2M - $48.6M
|
5.03M
$177M
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
1.12M+ 37.89% |
$40M - $47.2M
|
4.09M
$144M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
667K+ 31.76% |
$23.7M - $28M
|
2.77M
$97.3M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
559K+ 46.36% |
$19.9M - $23.5M
|
1.76M
$62.1M
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
432K+ 22.01% |
$15.4M - $18.1M
|
2.39M
$84.2M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
425K+ 59.13% |
$15.1M - $17.9M
|
1.14M
$40.3M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
403K+ 118.49% |
$14.3M - $16.9M
|
743K
$26.1M
|
|
Feb 02, 2021
Q4 2020
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
387KNew |
$13.8M - $16.2M
|
387K
$13.6M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
366K+ 32.12% |
$13M - $15.4M
|
1.51M
$53M
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
BUY
|
- |
335K+ 16.86% |
$11.9M - $14M
|
2.32M
$81.6M
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
334KNew |
$11.9M - $14M
|
334K
$11.8M
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
334K+ 752.83% |
$11.9M - $14M
|
378K
$13.3M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
298K+ 28.95% |
$10.6M - $12.5M
|
1.33M
$46.6M
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
286K+ 46.46% |
$10.2M - $12M
|
903K
$31.7M
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
275KNew |
$9.77M - $11.5M
|
275K
$9.66M
|
|
Feb 01, 2021
Q4 2020
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
274KNew |
$9.75M - $11.5M
|
274K
$9.64M
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
263K+ 56.36% |
$9.36M - $11M
|
729K
$25.6M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
239KNew |
$8.51M - $10M
|
239K
$8.41M
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
188K+ 26.1% |
$6.68M - $7.88M
|
907K
$31.9M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
181K+ 240.38% |
$6.42M - $7.58M
|
256K
$8.99M
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
BUY
|
- |
178K+ 666.31% |
$6.33M - $7.47M
|
205K
$7.2M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
170K+ 216.68% |
$6.07M - $7.16M
|
249K
$8.76M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
168K+ 219.53% |
$5.98M - $7.05M
|
244K
$8.59M
|
|
Feb 16, 2021
Q4 2020
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
165K+ 272.39% |
$5.87M - $6.92M
|
225K
$7.93M
|
|
Jan 19, 2021
Q4 2020
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
161K+ 41990.6% |
$5.72M - $6.75M
|
161K
$5.67M
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153K+ 40.54% |
$5.43M - $6.41M
|
529K
$18.6M
|
|
Jan 29, 2021
Q4 2020
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
144KNew |
$5.12M - $6.04M
|
144K
$5.06M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
141K+ 8.9% |
$5.01M - $5.92M
|
1.72M
$60.6M
|
|
Jan 25, 2021
Q4 2020
|
Crumly & Associates Inc.
|
BUY
|
- |
137KNew |
$4.87M - $5.75M
|
137K
$4.82M
|
|
Feb 16, 2021
Q4 2020
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
131KNew |
$4.67M - $5.51M
|
131K
$4.62M
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
128K+ 37.06% |
$4.55M - $5.37M
|
473K
$16.6M
|
|
Feb 11, 2021
Q4 2020
|
Round Table Services, LLC
|
BUY
|
- |
125K+ 30.97% |
$4.44M - $5.24M
|
527K
$18.5M
|
|
Mar 01, 2021
Q4 2020
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
124KNew |
$4.42M - $5.21M
|
124K
$4.36M
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
118K+ 123.51% |
$4.2M - $4.95M
|
213K
$7.51M
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
BUY
|
- |
117K+ 338.92% |
$4.18M - $4.93M
|
152K
$5.35M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
113K+ 54.01% |
$4.03M - $4.76M
|
323K
$11.4M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
108K+ 244.7% |
$3.83M - $4.52M
|
152K
$5.33M
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
107K+ 80.5% |
$3.79M - $4.47M
|
239K
$8.4M
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
105K+ 103.81% |
$3.73M - $4.39M
|
205K
$7.23M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
104K+ 31.03% |
$3.71M - $4.38M
|
441K
$15.5M
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
101KNew |
$3.61M - $4.26M
|
101K
$3.57M
|
|
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
97.5KNew |
$3.47M - $4.09M
|
97.5K
$3.43M
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
96.7K+ 23.1% |
$3.44M - $4.06M
|
515K
$18.1M
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
95.8K+ 21.54% |
$3.41M - $4.02M
|
540K
$19M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93.9K+ 49.99% |
$3.34M - $3.94M
|
282K
$9.9M
|
|
Feb 12, 2021
Q4 2020
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
92.9KNew |
$3.31M - $3.9M
|
92.9K
$3.27M
|