Purchases and Sales Made in Q4 2021 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.4K+ 14.96% |
$54K - $60.8K
|
10.8K
$379K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.39K+ 12.96% |
$53.5K - $60.3K
|
12.1K
$426K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.38K+ 23.3% |
$53.2K - $59.9K
|
7.31K
$257K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.34K+ 1.88% |
$51.4K - $57.9K
|
72.4K
$2.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.31K+ 24.06% |
$50.6K - $57K
|
6.78K
$238K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.31KNew |
$50.3K - $56.7K
|
1.31K
$46K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.29K+ 7.68% |
$49.8K - $56.1K
|
18.1K
$638K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.28K+ 17.54% |
$49.4K - $55.7K
|
8.61K
$303K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.23K+ 24.4% |
$47.5K - $53.5K
|
6.29K
$221K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.23K+ 7.89% |
$47.3K - $53.3K
|
16.8K
$590K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.2KNew |
$46.2K - $52K
|
1.2K
$42.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
1.18K+ 4.28% |
$45.5K - $51.3K
|
28.8K
$1.01M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.16K+ 11.07% |
$44.7K - $50.3K
|
11.6K
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 17.63% |
$44.7K - $50.3K
|
7.74K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.14K+ 8.77% |
$43.9K - $49.5K
|
14.1K
$497K
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.12K+ 17.72% |
$42.9K - $48.4K
|
7.41K
$260K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.11KNew |
$42.7K - $48.1K
|
1.11K
$39K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.07K+ 56.0% |
$41.1K - $46.3K
|
2.98K
$105K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1K+ 19.12% |
$38.6K - $43.5K
|
6.24K
$220K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
941+ 0.7% |
$36.2K - $40.8K
|
136K
$4.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
926New |
$35.7K - $40.2K
|
926
$32.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
913+ 5.94% |
$35.2K - $39.6K
|
16.3K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
902+ 5.77% |
$34.7K - $39.1K
|
16.5K
$582K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
898+ 3.04% |
$34.6K - $38.9K
|
30.4K
$1.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
826New |
$31.8K - $35.8K
|
826
$29.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
805+ 75.66% |
$31K - $34.9K
|
1.87K
$65.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
773+ 9.08% |
$29.8K - $33.5K
|
9.29K
$327K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
765+ 6.77% |
$29.5K - $33.2K
|
12.1K
$424K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
756+ 0.96% |
$29.1K - $32.8K
|
79.3K
$2.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
736+ 200.0% |
$28.3K - $31.9K
|
1.1K
$38.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
683+ 3.65% |
$26.3K - $29.6K
|
19.4K
$682K
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
675+ 1.15% |
$26K - $29.3K
|
59.3K
$2.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
671+ 9.31% |
$25.8K - $29.1K
|
7.88K
$277K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
648+ 8.3% |
$24.9K - $28.1K
|
8.45K
$297K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
618+ 2.47% |
$23.8K - $26.8K
|
25.6K
$901K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
617+ 9.87% |
$23.8K - $26.8K
|
6.87K
$242K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
605+ 9.07% |
$23.3K - $26.2K
|
7.28K
$256K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
604+ 1.64% |
$23.3K - $26.2K
|
37.4K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
580+ 4.8% |
$22.3K - $25.2K
|
12.7K
$445K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
555New |
$21.4K - $24.1K
|
555
$19.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
526New |
$20.3K - $22.8K
|
526
$18.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
507New |
$19.5K - $22K
|
507
$17.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
506+ 9.17% |
$19.5K - $21.9K
|
6.02K
$212K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
506+ 0.72% |
$19.5K - $21.9K
|
70.4K
$2.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
496+ 22.11% |
$19.1K - $21.5K
|
2.74K
$96.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
471+ 2.43% |
$18.1K - $20.4K
|
19.8K
$697K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
463+ 0.45% |
$17.8K - $20.1K
|
104K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
450+ 3.96% |
$17.3K - $19.5K
|
11.8K
$415K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
447+ 5.69% |
$17.2K - $19.4K
|
8.31K
$292K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
445+ 8.83% |
$17.1K - $19.3K
|
5.49K
$193K
|