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 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
444+ 5.6% |
$17.1K - $19.3K
|
8.38K
$286K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
422+ 6.79% |
$16.2K - $18.3K
|
6.64K
$227K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
419+ 5.55% |
$16.1K - $18.2K
|
7.97K
$272K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
398+ 4.51% |
$15.3K - $17.3K
|
9.22K
$315K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
389+ 4.08% |
$15K - $16.9K
|
9.92K
$339K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
384+ 0.74% |
$14.8K - $16.7K
|
52.6K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
369New |
$14.2K - $16K
|
369
$12.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
365New |
$14.1K - $15.8K
|
365
$12.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
361+ 5.58% |
$13.9K - $15.7K
|
6.83K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
354New |
$13.6K - $15.4K
|
354
$12.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
353+ 0.98% |
$13.6K - $15.3K
|
36.4K
$1.24M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
352New |
$13.6K - $15.3K
|
352
$12K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
344+ 29.63% |
$13.2K - $14.9K
|
1.51K
$51.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
331+ 6.81% |
$12.7K - $14.4K
|
5.2K
$178K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
284+ 6.09% |
$10.9K - $12.3K
|
4.95K
$169K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
278+ 2.39% |
$10.7K - $12.1K
|
11.9K
$408K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
272+ 2.15% |
$10.5K - $11.8K
|
12.9K
$441K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
271+ 2.15% |
$10.4K - $11.8K
|
12.8K
$439K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
266+ 1.5% |
$10.2K - $11.5K
|
18K
$614K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
264+ 0.43% |
$10.2K - $11.4K
|
62.1K
$2.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
245+ 2.44% |
$9.43K - $10.6K
|
10.3K
$351K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
222+ 22.45% |
$8.55K - $9.63K
|
1.21K
$41.4K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
212New |
$8.16K - $9.19K
|
212
$7.24K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
193New |
$7.43K - $8.37K
|
193
$6.59K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
180New |
$6.93K - $7.81K
|
180
$6.15K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
174New |
$6.7K - $7.55K
|
174
$5.95K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
172+ 3.24% |
$6.62K - $7.46K
|
5.48K
$187K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
167+ 86.98% |
$6.43K - $7.24K
|
359
$12.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
166New |
$6.39K - $7.2K
|
166
$5.67K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
162New |
$6.24K - $7.03K
|
162
$5.54K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
151New |
$5.81K - $6.55K
|
151
$5.16K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
149+ 0.61% |
$5.74K - $6.46K
|
24.5K
$839K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
147+ 2.99% |
$5.66K - $6.38K
|
5.06K
$173K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
137+ 32.31% |
$5.27K - $5.94K
|
561
$19.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
130+ 2.22% |
$5.01K - $5.64K
|
5.99K
$205K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
119+ 1.36% |
$4.58K - $5.16K
|
8.89K
$304K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
116+ 7.89% |
$4.47K - $5.03K
|
1.59K
$54.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
115New |
$4.43K - $4.99K
|
115
$3.93K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
111+ 0.61% |
$4.27K - $4.81K
|
18.2K
$621K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
103New |
$3.97K - $4.47K
|
103
$3.52K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.85K - $4.34K
|
100
$3.42K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
91New |
$3.5K - $3.95K
|
91
$3.11K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91+ 8.3% |
$3.5K - $3.95K
|
1.19K
$40.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
84+ 3.44% |
$3.23K - $3.64K
|
2.53K
$86.3K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
80New |
$3.08K - $3.47K
|
80
$2.73K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
79New |
$3.04K - $3.43K
|
79
$2.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
77+ 2.81% |
$2.96K - $3.34K
|
2.81K
$96.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
75+ 0.59% |
$2.89K - $3.25K
|
12.7K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
72+ 1.18% |
$2.77K - $3.12K
|
6.16K
$211K
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
66+ 10.34% |
$2.54K - $2.86K
|
704
$24.1K
|