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 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30K+ 25.49% |
$1.16M - $1.3M
|
148K
$5.05M
|
|
Feb 14, 2022
Q4 2021
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
29.5K+ 18.55% |
$1.14M - $1.28M
|
189K
$6.45M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.3KNew |
$1.13M - $1.27M
|
29.3K
$1M
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
28.9K+ 493.66% |
$1.11M - $1.25M
|
34.7K
$1.19M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.8K+ 13.08% |
$1.11M - $1.25M
|
249K
$8.52M
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
24.8KNew |
$955K - $1.08M
|
24.8K
$848K
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.6KNew |
$946K - $1.07M
|
24.6K
$839K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23.5K+ 223.41% |
$906K - $1.02M
|
34.1K
$1.16M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
23.3KNew |
$896K - $1.01M
|
23.3K
$795K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23KNew |
$887K - $999K
|
23K
$787K
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.2KNew |
$854K - $961K
|
22.2K
$758K
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
22.1KNew |
$850K - $958K
|
22.1K
$755K
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
21.7KNew |
$836K - $942K
|
21.7K
$742K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.7K+ 8.55% |
$834K - $940K
|
275K
$9.4M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
19.9K+ 6.51% |
$765K - $861K
|
325K
$11.1M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.8K+ 6.06% |
$763K - $860K
|
347K
$11.9M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19.2KNew |
$738K - $831K
|
19.2K
$655K
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
17KNew |
$653K - $736K
|
17K
$580K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.9K+ 26.89% |
$651K - $733K
|
79.8K
$2.73M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
16.9KNew |
$649K - $731K
|
16.9K
$576K
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
16KNew |
$618K - $696K
|
16K
$548K
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
16KNew |
$616K - $694K
|
16K
$547K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15K+ 147.46% |
$578K - $651K
|
25.2K
$861K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.8K+ 2.18% |
$569K - $641K
|
692K
$23.7M
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
14.7KNew |
$567K - $639K
|
14.7K
$503K
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
14.6KNew |
$560K - $631K
|
14.6K
$497K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.5KNew |
$559K - $630K
|
14.5K
$496K
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.5KNew |
$558K - $628K
|
14.5K
$495K
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$552K - $621K
|
14.3K
$490K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.3K+ 3.38% |
$511K - $575K
|
406K
$13.9M
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13.1K+ 20.07% |
$506K - $570K
|
78.6K
$2.68M
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$505K - $568K
|
13.1K
$448K
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.9KNew |
$498K - $561K
|
12.9K
$442K
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
12.9K+ 35.25% |
$498K - $561K
|
49.6K
$1.7M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.7K+ 8.47% |
$489K - $550K
|
163K
$5.56M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
12.3K+ 814.8% |
$473K - $533K
|
13.8K
$471K
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
12.1KNew |
$468K - $527K
|
12.1K
$415K
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
11.5K+ 8.07% |
$444K - $500K
|
154K
$5.27M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11.4K+ 223.99% |
$440K - $496K
|
16.5K
$565K
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.4K+ 143.65% |
$439K - $495K
|
19.3K
$661K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
11K+ 149.51% |
$425K - $479K
|
18.4K
$630K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
11KNew |
$423K - $477K
|
11K
$376K
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.9K+ 8.42% |
$420K - $473K
|
141K
$4.8M
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
10.9K+ 82.26% |
$420K - $473K
|
24.2K
$826K
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.7KNew |
$413K - $465K
|
10.7K
$366K
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.7KNew |
$411K - $463K
|
10.7K
$365K
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.7K+ 81.25% |
$411K - $463K
|
23.8K
$813K
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10.3KNew |
$398K - $448K
|
10.3K
$353K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.3K+ 31.25% |
$396K - $446K
|
43.2K
$1.48M
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.76KNew |
$376K - $423K
|
9.76K
$334K
|