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 12, 2021
Q4 2020
|
Brown Advisory Inc
|
BUY
|
- |
26.9K+ 82.19% |
$956K - $1.13M
|
59.5K
$2.12M
|
|
Jan 25, 2021
Q4 2020
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
26.5K+ 23.58% |
$945K - $1.11M
|
139K
$4.95M
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.5K+ 14.08% |
$944K - $1.11M
|
215K
$7.64M
|
|
Feb 05, 2021
Q4 2020
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25.9KNew |
$921K - $1.09M
|
25.9K
$921K
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
23.7K+ 86.6% |
$844K - $996K
|
51.1K
$1.82M
|
|
Feb 11, 2021
Q4 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
23.5KNew |
$837K - $987K
|
23.5K
$836K
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
23.3K+ 18.19% |
$829K - $978K
|
151K
$5.38M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.3K+ 55.8% |
$829K - $978K
|
65K
$2.31M
|
|
Feb 08, 2021
Q4 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
23.2K+ 78.99% |
$824K - $972K
|
52.5K
$1.87M
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.6KNew |
$805K - $949K
|
22.6K
$804K
|
|
Jan 19, 2021
Q4 2020
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.6KNew |
$805K - $949K
|
22.6K
$804K
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22.2K+ 25.85% |
$788K - $930K
|
108K
$3.84M
|
|
Feb 16, 2021
Q4 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
21.9K+ 33.62% |
$780K - $920K
|
87.1K
$3.1M
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21.3K+ 23.24% |
$756K - $892K
|
113K
$4.01M
|
|
Feb 10, 2021
Q4 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.7K+ 22.74% |
$738K - $871K
|
112K
$3.98M
|
|
Jan 13, 2021
Q4 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.5K+ 263.64% |
$728K - $859K
|
28.2K
$1M
|
|
Feb 04, 2021
Q4 2020
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
20.4KNew |
$727K - $858K
|
20.4K
$727K
|
|
Jan 20, 2021
Q4 2020
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
19.9KNew |
$710K - $837K
|
19.9K
$709K
|
|
Jan 29, 2021
Q4 2020
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
19.4K+ 26.35% |
$691K - $815K
|
93.1K
$3.31M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
19.3K+ 74.47% |
$687K - $811K
|
45.2K
$1.61M
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.2K+ 40.45% |
$684K - $807K
|
66.7K
$2.37M
|
|
Feb 08, 2021
Q4 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.8K+ 78.57% |
$668K - $788K
|
42.6K
$1.52M
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.8K+ 284.59% |
$634K - $748K
|
24.1K
$857K
|
|
Feb 12, 2021
Q4 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17.8K+ 43.14% |
$634K - $748K
|
59.1K
$2.1M
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
- |
17.8K+ 160.1% |
$634K - $748K
|
28.9K
$1.03M
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
BUY
|
- |
17.1K+ 142.79% |
$609K - $719K
|
29.1K
$1.04M
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
16.9K+ 15.33% |
$600K - $708K
|
127K
$4.51M
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
16.7K+ 99.28% |
$593K - $700K
|
33.5K
$1.19M
|
|
Feb 11, 2021
Q4 2020
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16KNew |
$568K - $670K
|
16K
$568K
|
|
Jan 25, 2021
Q4 2020
|
Ledyard National Bank
|
BUY
|
- |
15.2K+ 11.13% |
$542K - $640K
|
152K
$5.41M
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
BUY
|
- |
15K+ 213.86% |
$533K - $629K
|
22K
$782K
|
|
Feb 16, 2021
Q4 2020
|
Rede Wealth, LLC
|
BUY
|
- |
15KNew |
$533K - $629K
|
15K
$533K
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
14.3KNew |
$509K - $600K
|
14.3K
$509K
|
|
Jan 26, 2021
Q4 2020
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14.2K+ 9.68% |
$506K - $598K
|
161K
$5.74M
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.9K+ 29.55% |
$493K - $582K
|
60.7K
$2.16M
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
BUY
|
- |
13.6K+ 51.29% |
$485K - $572K
|
40.2K
$1.43M
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.8KNew |
$456K - $538K
|
12.8K
$456K
|
|
Feb 16, 2021
Q4 2020
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6KNew |
$447K - $528K
|
12.6K
$447K
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12.3K+ 53.97% |
$439K - $518K
|
35.2K
$1.25M
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12.1K+ 142.96% |
$429K - $506K
|
20.5K
$729K
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.6K+ 160.66% |
$412K - $486K
|
18.8K
$668K
|
|
Feb 12, 2021
Q4 2020
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11KNew |
$393K - $464K
|
11K
$393K
|
|
Feb 03, 2021
Q4 2020
|
Bailard, Inc.
|
BUY
|
- |
10.7K+ 17.14% |
$379K - $447K
|
72.8K
$2.59M
|
|
May 31, 2023
Q4 2020
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
10.5KNew |
$373K - $440K
|
10.5K
$373K
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3K+ 27.77% |
$367K - $433K
|
47.4K
$1.69M
|
|
Jan 27, 2021
Q4 2020
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 53.2% |
$359K - $424K
|
29.1K
$1.03M
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.96K+ 47.33% |
$354K - $418K
|
31K
$1.1M
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.94K+ 17.38% |
$354K - $417K
|
67.1K
$2.39M
|
|
Feb 18, 2021
Q4 2020
|
Apella Capital, LLC
|
BUY
|
- |
9.83KNew |
$350K - $413K
|
9.83K
$350K
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
9.62KNew |
$342K - $404K
|
9.62K
$342K
|