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 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.07K- 30.67% |
$118K - $133K
|
6.94K
$244K
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.23K- 11.79% |
$124K - $140K
|
24.2K
$850K
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-3.24K- 24.16% |
$125K - $140K
|
10.2K
$357K
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-3.29K- 4.37% |
$127K - $143K
|
72.1K
$2.53M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.32KClosed |
$128K - $144K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.35K- 17.91% |
$129K - $145K
|
15.3K
$540K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.44K- 14.38% |
$133K - $149K
|
20.5K
$721K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.45K- 13.19% |
$133K - $150K
|
22.7K
$798K
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-3.57K- 1.0% |
$138K - $155K
|
353K
$12.4M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.18K- 7.47% |
$161K - $181K
|
51.8K
$1.82M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 16.42% |
$168K - $189K
|
22.2K
$781K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.62K- 2.48% |
$178K - $200K
|
182K
$6.4M
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.85K- 2.19% |
$187K - $210K
|
216K
$7.61M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.88KClosed |
$188K - $212K
|
0
$0
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5.03K- 18.77% |
$194K - $218K
|
21.8K
$765K
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5.03K- 18.78% |
$194K - $218K
|
21.8K
$765K
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-5.05KClosed |
$194K - $219K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.06K- 12.48% |
$195K - $220K
|
35.5K
$1.25M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.26K- 23.18% |
$203K - $228K
|
17.4K
$613K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.28K- 38.61% |
$203K - $229K
|
8.39K
$295K
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.3KClosed |
$204K - $230K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-5.35K- 9.81% |
$206K - $232K
|
49.1K
$1.73M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.35K- 5.01% |
$206K - $232K
|
101K
$3.56M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.71K- 15.28% |
$220K - $248K
|
31.7K
$1.11M
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-5.72KClosed |
$220K - $248K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.78K- 44.28% |
$222K - $251K
|
7.27K
$256K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.97KClosed |
$230K - $259K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.25K- 20.87% |
$241K - $271K
|
23.7K
$833K
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.57K- 3.08% |
$253K - $285K
|
207K
$7.28M
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6.67K- 17.22% |
$257K - $289K
|
32K
$1.13M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.84K- 23.31% |
$263K - $297K
|
22.5K
$792K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7K- 42.18% |
$269K - $303K
|
9.59K
$337K
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-7.13KClosed |
$274K - $309K
|
0
$0
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.61K- 7.94% |
$293K - $330K
|
88.2K
$3.1M
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
SELL
|
- |
-7.64KClosed |
$294K - $331K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.91KClosed |
$305K - $343K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.96K- 12.17% |
$306K - $345K
|
57.4K
$2.02M
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.04K- 20.74% |
$309K - $348K
|
30.7K
$1.08M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-8.11K- 13.94% |
$312K - $352K
|
50K
$1.76M
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.24K- 7.55% |
$317K - $357K
|
101K
$3.55M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.29K- 6.74% |
$319K - $360K
|
115K
$4.04M
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.75K- 23.52% |
$337K - $380K
|
28.5K
$1M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8.77K- 16.25% |
$338K - $380K
|
45.2K
$1.59M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.93K- 35.95% |
$344K - $387K
|
15.9K
$559K
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.07KClosed |
$349K - $393K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.22K- 7.66% |
$355K - $400K
|
111K
$3.91M
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9.43K- 48.9% |
$363K - $409K
|
9.86K
$347K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.56KClosed |
$368K - $414K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-9.57K- 24.82% |
$368K - $415K
|
29K
$1.02M
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.7K- 9.51% |
$373K - $421K
|
92.3K
$3.25M
|