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
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.48KNew |
$365K - $411K
|
9.48K
$324K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
9.42KNew |
$363K - $409K
|
9.42K
$322K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
9.22KNew |
$355K - $400K
|
9.22K
$315K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.59K+ 8588.0% |
$331K - $372K
|
8.69K
$297K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
7.99KNew |
$308K - $346K
|
7.99K
$273K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
7.94K+ 21.13% |
$306K - $344K
|
45.5K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.87K+ 787000.0% |
$303K - $341K
|
7.87K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.79KNew |
$300K - $338K
|
7.79K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.76K+ 7756.0% |
$299K - $336K
|
7.86K
$268K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.61KNew |
$293K - $330K
|
7.61K
$260K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
7.53KNew |
$290K - $327K
|
7.53K
$257K
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.37KNew |
$284K - $320K
|
7.37K
$252K
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
7.36KNew |
$283K - $319K
|
7.36K
$251K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.34KNew |
$283K - $318K
|
7.34K
$251K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
7.09KNew |
$273K - $307K
|
7.09K
$242K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
6.96KNew |
$268K - $302K
|
6.96K
$238K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.95KNew |
$267K - $301K
|
6.95K
$237K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
6.92K+ 19.81% |
$266K - $300K
|
41.8K
$1.43M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$264K - $297K
|
6.86K
$234K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.74KNew |
$260K - $292K
|
6.74K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.73K+ 41.96% |
$259K - $292K
|
22.8K
$778K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.57K+ 14.84% |
$253K - $285K
|
50.8K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.54KNew |
$252K - $284K
|
6.54K
$224K
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.51KNew |
$251K - $282K
|
6.51K
$222K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
6.5KNew |
$250K - $282K
|
6.5K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.47K+ 3.88% |
$249K - $280K
|
173K
$5.92M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.41K+ 6.3% |
$247K - $278K
|
108K
$3.7M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.29KNew |
$242K - $273K
|
6.29K
$215K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.29K+ 13.46% |
$242K - $273K
|
53K
$1.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.26KNew |
$241K - $271K
|
6.26K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
6.2KNew |
$239K - $269K
|
6.2K
$212K
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
6.1KNew |
$235K - $265K
|
6.1K
$209K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.03K+ 3.23% |
$232K - $261K
|
193K
$6.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
6KNew |
$231K - $260K
|
6K
$205K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.97KNew |
$230K - $259K
|
5.97K
$204K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.96K+ 25.71% |
$229K - $258K
|
29.1K
$995K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
5.88K+ 82.7% |
$226K - $255K
|
13K
$444K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
5.62KNew |
$217K - $244K
|
5.62K
$192K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.59KNew |
$215K - $242K
|
5.59K
$191K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.57K+ 26.61% |
$215K - $242K
|
26.5K
$906K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.42K+ 24.32% |
$209K - $235K
|
27.7K
$947K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.31K+ 56.02% |
$204K - $230K
|
14.8K
$505K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
5.28KNew |
$203K - $229K
|
5.28K
$180K
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
5.27KNew |
$203K - $229K
|
5.27K
$180K
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
5.18KNew |
$199K - $225K
|
5.18K
$177K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.14KNew |
$198K - $223K
|
5.14K
$176K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5.04K+ 13.44% |
$194K - $218K
|
42.5K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.75K+ 20.15% |
$183K - $206K
|
28.3K
$967K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.7K+ 81.03% |
$181K - $204K
|
10.5K
$359K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 7.79% |
$178K - $200K
|
63.9K
$2.18M
|