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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
64+ 94.12% |
$2.46K - $2.78K
|
132
$4.64K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
64New |
$2.46K - $2.78K
|
64
$2.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
46+ 0.65% |
$1.77K - $2K
|
7.08K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
42New |
$1.62K - $1.82K
|
42
$1.48K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
40+ 10.96% |
$1.54K - $1.73K
|
405
$14.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
36New |
$1.39K - $1.56K
|
36
$1.27K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
34+ 2.78% |
$1.31K - $1.47K
|
1.26K
$44.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
34+ 2.78% |
$1.31K - $1.47K
|
1.26K
$44.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32+ 1.65% |
$1.23K - $1.39K
|
1.97K
$69.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
29+ 1.98% |
$1.12K - $1.26K
|
1.5K
$52.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
26+ 13.33% |
$1K - $1.13K
|
221
$7.77K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22New |
$847 - $954
|
22
$774
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17+ 0.06% |
$655 - $737
|
30.4K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
12+ 0.08% |
$462 - $520
|
14.6K
$512K
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$424 - $477
|
6.27K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 2.03% |
$308 - $347
|
403
$14.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6+ 3.0% |
$231 - $260
|
206
$7.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 2.34% |
$154 - $173
|
175
$6.15K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.44% |
$38.5 - $43.4
|
228
$8.02K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3Closed |
$116 - $130
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4- 1.26% |
$154 - $173
|
314
$11K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-26- 19.85% |
$1K - $1.13K
|
105
$3.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31Closed |
$1.19K - $1.34K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-53- 0.28% |
$2.04K - $2.3K
|
19.2K
$676K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-55- 0.49% |
$2.12K - $2.39K
|
11.2K
$395K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-56- 4.25% |
$2.16K - $2.43K
|
1.26K
$44.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-57Closed |
$2.19K - $2.47K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-85- 11.18% |
$3.27K - $3.69K
|
675
$23.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-89- 0.58% |
$3.43K - $3.86K
|
15.2K
$534K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-90- 0.24% |
$3.47K - $3.9K
|
37.8K
$1.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-106- 1.84% |
$4.08K - $4.6K
|
5.65K
$199K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-116Closed |
$4.47K - $5.03K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-190Closed |
$7.32K - $8.24K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-216- 0.94% |
$8.32K - $9.37K
|
22.7K
$797K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-225Closed |
$8.66K - $9.76K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-231- 3.25% |
$8.89K - $10K
|
6.87K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250Closed |
$9.63K - $10.8K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-301- 1.65% |
$11.6K - $13.1K
|
18K
$631K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-326Closed |
$12.6K - $14.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-350- 0.96% |
$13.5K - $15.2K
|
36.1K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-390- 1.12% |
$15K - $16.9K
|
34.6K
$1.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-397- 2.79% |
$15.3K - $17.2K
|
13.8K
$486K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-411- 6.54% |
$15.8K - $17.8K
|
5.87K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-415- 5.18% |
$16K - $18K
|
7.59K
$267K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-440- 3.37% |
$16.9K - $19.1K
|
12.6K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-445Closed |
$17.1K - $19.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-466- 24.02% |
$17.9K - $20.2K
|
1.47K
$51.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-499- 1.4% |
$19.2K - $21.6K
|
35K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-509- 5.28% |
$19.6K - $22.1K
|
9.13K
$321K
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-552- 33.33% |
$21.3K - $23.9K
|
1.1K
$38.8K
|