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 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
4.6K+ 40.89% |
$177K - $199K
|
15.8K
$541K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.53K+ 8.43% |
$174K - $196K
|
58.2K
$1.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.44K+ 24.85% |
$171K - $192K
|
22.3K
$762K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.36K+ 8.55% |
$168K - $189K
|
55.4K
$1.89M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
4.32K+ 6.04% |
$166K - $187K
|
75.9K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
4.3K+ 4.12% |
$166K - $187K
|
109K
$3.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.22K+ 27.54% |
$163K - $183K
|
19.6K
$668K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.22KNew |
$163K - $183K
|
4.22K
$144K
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.06K+ 26.13% |
$156K - $176K
|
19.6K
$670K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
4.02K+ 45.72% |
$155K - $174K
|
12.8K
$438K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.93K+ 30.15% |
$151K - $170K
|
16.9K
$579K
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.57K+ 505.82% |
$137K - $155K
|
4.27K
$146K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
3.53K+ 11.84% |
$136K - $153K
|
33.3K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.46K+ 8.26% |
$133K - $150K
|
45.3K
$1.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
3.35KNew |
$129K - $145K
|
3.35K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.31K+ 1.9% |
$127K - $144K
|
177K
$6.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3.27KNew |
$126K - $142K
|
3.27K
$112K
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 17.92% |
$121K - $136K
|
20.7K
$706K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.11KNew |
$120K - $135K
|
3.11K
$106K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
2.97K+ 42.48% |
$114K - $129K
|
9.96K
$340K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.85K+ 20.68% |
$110K - $123K
|
16.6K
$567K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.83KNew |
$109K - $123K
|
2.83K
$96.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.83KNew |
$109K - $123K
|
2.83K
$96.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.79KNew |
$107K - $121K
|
2.79K
$95.4K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.76K+ 3.52% |
$106K - $119K
|
81.1K
$2.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.71K+ 3.12% |
$104K - $118K
|
89.6K
$3.06M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.69K+ 3.57% |
$104K - $117K
|
78K
$2.67M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.67KNew |
$103K - $116K
|
2.67K
$91.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
2.64KNew |
$102K - $114K
|
2.64K
$90.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.49K+ 17.8% |
$96K - $108K
|
16.5K
$564K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.45K+ 12.07% |
$94.3K - $106K
|
22.7K
$777K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.41K+ 20.05% |
$92.6K - $104K
|
14.4K
$492K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.29K+ 8.92% |
$88.2K - $99.4K
|
28K
$956K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.27K+ 14.32% |
$87.4K - $98.4K
|
18.1K
$619K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.24K+ 0.63% |
$86.4K - $97.3K
|
356K
$12.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
2.2K+ 7.46% |
$84.9K - $95.6K
|
31.7K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.13K+ 40.9% |
$82K - $92.3K
|
7.34K
$251K
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
2.1K+ 21.43% |
$81K - $91.3K
|
11.9K
$407K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.04K+ 15.6% |
$78.4K - $88.3K
|
15.1K
$515K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.94KNew |
$74.8K - $84.3K
|
1.94K
$66.4K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.88K+ 5.78% |
$72.2K - $81.4K
|
34.3K
$1.17M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.83KNew |
$70.5K - $79.4K
|
1.83K
$62.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.44% |
$64.8K - $72.9K
|
70.7K
$2.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.62K+ 5.3% |
$62.5K - $70.4K
|
32.3K
$1.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.62K+ 29.52% |
$62.2K - $70.1K
|
7.09K
$242K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.56K+ 7.98% |
$60.2K - $67.8K
|
21.2K
$723K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.53K+ 122.95% |
$59K - $66.4K
|
2.78K
$94.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.53K+ 14.71% |
$58.8K - $66.3K
|
11.9K
$407K
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.44K+ 15.81% |
$55.3K - $62.3K
|
10.5K
$360K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.43K+ 16.85% |
$55.1K - $62K
|
9.92K
$339K
|