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 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-555- 2.91% |
$21.4K - $24.1K
|
18.5K
$651K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-566- 18.51% |
$21.8K - $24.5K
|
2.49K
$87.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-579- 1.08% |
$22.3K - $25.1K
|
52.8K
$1.86M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-614- 1.12% |
$23.6K - $26.6K
|
54K
$1.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-719- 0.68% |
$27.7K - $31.2K
|
106K
$3.71M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-719- 5.82% |
$27.7K - $31.2K
|
11.6K
$409K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-769- 11.26% |
$29.6K - $33.4K
|
6.06K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-787- 4.74% |
$30.3K - $34.1K
|
15.8K
$556K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-810- 3.5% |
$31.2K - $35.1K
|
22.3K
$785K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-820Closed |
$31.6K - $35.6K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-866- 5.14% |
$33.3K - $37.6K
|
16K
$562K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-866- 8.11% |
$33.3K - $37.6K
|
9.81K
$345K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-884- 10.27% |
$34K - $38.3K
|
7.73K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-910- 1.87% |
$35K - $39.5K
|
47.9K
$1.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-915- 89.27% |
$35.2K - $39.7K
|
110
$3.87K
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-972- 12.5% |
$37.4K - $42.2K
|
6.8K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.05K- 3.42% |
$40.4K - $45.5K
|
29.6K
$1.04M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 18.15% |
$43.9K - $49.4K
|
5.14K
$181K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.15K- 17.0% |
$44.4K - $50K
|
5.63K
$198K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 7.57% |
$46K - $51.9K
|
14.6K
$514K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.26K- 20.5% |
$48.5K - $54.6K
|
4.89K
$172K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-1.33K- 10.53% |
$51.2K - $57.7K
|
11.3K
$397K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-1.34K- 17.18% |
$51.7K - $58.2K
|
6.47K
$228K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.38K- 34.46% |
$53.1K - $59.8K
|
2.62K
$92.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.39KClosed |
$53.4K - $60.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.45K- 24.94% |
$55.8K - $62.9K
|
4.36K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 7.68% |
$60K - $67.6K
|
18.7K
$659K
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.64K- 1.07% |
$63.2K - $71.2K
|
152K
$5.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.69KClosed |
$64.9K - $73.2K
|
0
$0
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.69K- 20.07% |
$65.1K - $73.3K
|
6.73K
$237K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.73K- 15.47% |
$66.6K - $75K
|
9.45K
$332K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.76K- 11.66% |
$67.7K - $76.2K
|
13.3K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.82K- 15.22% |
$70.2K - $79.1K
|
10.2K
$357K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.86K- 13.73% |
$71.6K - $80.7K
|
11.7K
$411K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.87K- 22.57% |
$72K - $81.1K
|
6.42K
$226K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.89K- 8.16% |
$72.7K - $81.9K
|
21.3K
$748K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.89K- 19.48% |
$72.8K - $82K
|
7.81K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.94K- 0.49% |
$74.8K - $84.3K
|
394K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.96K- 2.68% |
$75.6K - $85.1K
|
71.3K
$2.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 4.23% |
$75.9K - $85.5K
|
44.7K
$1.57M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.06K- 11.15% |
$79.5K - $89.5K
|
16.4K
$578K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.23K- 69.06% |
$85.7K - $96.5K
|
997
$35.1K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.24K- 22.15% |
$86.1K - $97K
|
7.86K
$276K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.29K- 17.34% |
$88.1K - $99.3K
|
10.9K
$384K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.34K- 9.05% |
$90.2K - $102K
|
23.5K
$828K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.36K- 2.92% |
$90.8K - $102K
|
78.6K
$2.76M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.66K- 26.25% |
$102K - $115K
|
7.46K
$263K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-2.71K- 33.54% |
$104K - $117K
|
5.37K
$189K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2.72K- 15.58% |
$105K - $118K
|
14.7K
$518K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-3KClosed |
$116K - $130K
|
0
$0
|