Purchases and Sales Made in Q4 2020 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 2020. 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 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
90.9K+ 68.28% |
$3.24M - $3.82M
|
224K
$7.97M
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
86.3K+ 10.58% |
$3.07M - $3.62M
|
902K
$32.1M
|
|
Feb 08, 2021
Q4 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
86K+ 31.7% |
$3.06M - $3.61M
|
357K
$12.7M
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
85.8K+ 15567.88% |
$3.05M - $3.6M
|
86.3K
$3.07M
|
|
Jan 13, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
85.2K+ 1201.88% |
$3.03M - $3.58M
|
92.3K
$3.28M
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
82.1KNew |
$2.92M - $3.45M
|
82.1K
$2.92M
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
81.5KNew |
$2.9M - $3.42M
|
81.5K
$2.9M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.5KNew |
$2.72M - $3.21M
|
76.5K
$2.72M
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
74.5K+ 43.07% |
$2.65M - $3.13M
|
247K
$8.8M
|
|
Mar 09, 2021
Q4 2020
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
73.4KNew |
$2.61M - $3.08M
|
73.4K
$2.61M
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
72.7K+ 71.64% |
$2.59M - $3.05M
|
174K
$6.19M
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72.5K+ 42.97% |
$2.58M - $3.05M
|
241K
$8.58M
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
70.6KNew |
$2.51M - $2.96M
|
70.6K
$2.51M
|
|
Feb 11, 2021
Q4 2020
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
68.5K+ 32.14% |
$2.44M - $2.88M
|
282K
$10M
|
|
Feb 04, 2021
Q4 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
66.4K+ 33.51% |
$2.36M - $2.79M
|
265K
$9.42M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65K+ 67.23% |
$2.32M - $2.73M
|
162K
$5.76M
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
65K+ 1.22% |
$2.31M - $2.73M
|
5.39M
$192M
|
|
Feb 12, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
62.8K+ 7386.59% |
$2.23M - $2.64M
|
63.6K
$2.26M
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.1KNew |
$2.1M - $2.48M
|
59.1K
$2.1M
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
58.8K+ 61.62% |
$2.09M - $2.47M
|
154K
$5.49M
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
58.8K+ 41.16% |
$2.09M - $2.47M
|
202K
$7.17M
|
|
Feb 09, 2021
Q4 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
55.2K+ 36.53% |
$1.96M - $2.32M
|
206K
$7.33M
|
|
Jan 19, 2021
Q4 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
53.4K+ 26.58% |
$1.9M - $2.24M
|
254K
$9.05M
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
52.7K+ 5.56% |
$1.88M - $2.21M
|
1M
$35.6M
|
|
Jan 29, 2021
Q4 2020
|
Private Ocean, LLC
|
BUY
|
- |
49.4K+ 18.2% |
$1.76M - $2.08M
|
321K
$11.4M
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
46.4K+ 213.44% |
$1.65M - $1.95M
|
68.2K
$2.43M
|
|
Feb 12, 2021
Q4 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
45.3K+ 46.26% |
$1.61M - $1.9M
|
143K
$5.09M
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
45.2K+ 25.57% |
$1.61M - $1.9M
|
222K
$7.89M
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
BUY
|
- |
43.8K+ 31.48% |
$1.56M - $1.84M
|
183K
$6.5M
|
|
Jan 19, 2021
Q4 2020
|
Mission Wealth Management, LP
|
BUY
|
- |
43.6K+ 28.24% |
$1.55M - $1.83M
|
198K
$7.04M
|
|
Jan 11, 2021
Q4 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
41.8K+ 21.84% |
$1.49M - $1.75M
|
233K
$8.29M
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
40.7KNew |
$1.45M - $1.71M
|
40.7K
$1.45M
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.3K+ 31.48% |
$1.4M - $1.65M
|
164K
$5.84M
|
|
Feb 16, 2021
Q4 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.8KNew |
$1.38M - $1.63M
|
38.8K
$1.38M
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
38.8KNew |
$1.38M - $1.63M
|
38.8K
$1.38M
|
|
Feb 12, 2021
Q4 2020
|
3 Edge Asset Management, LP
|
BUY
|
- |
37.1K+ 146.32% |
$1.32M - $1.56M
|
62.4K
$2.22M
|
|
Feb 04, 2021
Q4 2020
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
36.5K+ 59.71% |
$1.3M - $1.53M
|
97.6K
$3.47M
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
36.2K+ 25.54% |
$1.29M - $1.52M
|
178K
$6.34M
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.6K+ 28.95% |
$1.2M - $1.41M
|
150K
$5.33M
|
|
Feb 02, 2021
Q4 2020
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
32.7KNew |
$1.16M - $1.37M
|
32.7K
$1.16M
|
|
Jan 13, 2021
Q4 2020
|
Stone House Investment Management, LLC
|
BUY
|
- |
31.5K+ 15.49% |
$1.12M - $1.32M
|
235K
$8.35M
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
31.1K+ 19.74% |
$1.11M - $1.31M
|
189K
$6.71M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.8K+ 10.9% |
$1.1M - $1.29M
|
313K
$11.1M
|
|
Feb 11, 2021
Q4 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
30.3KNew |
$1.08M - $1.27M
|
30.3K
$1.08M
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
BUY
|
- |
29.8K+ 503.46% |
$1.06M - $1.25M
|
35.7K
$1.27M
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
29.4K+ 30.01% |
$1.04M - $1.23M
|
127K
$4.52M
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.5K+ 90.27% |
$1.01M - $1.2M
|
60.1K
$2.14M
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
27.7K+ 9.35% |
$986K - $1.16M
|
324K
$11.5M
|
|
Feb 16, 2021
Q4 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27K+ 401.82% |
$960K - $1.13M
|
33.7K
$1.2M
|
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
26.9KNew |
$957K - $1.13M
|
26.9K
$956K
|