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 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9.46KNew |
$337K - $397K
|
9.46K
$337K
|
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.4K+ 31.84% |
$335K - $395K
|
38.9K
$1.39M
|
|
|
Feb 16, 2021
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.4K+ 31.83% |
$335K - $395K
|
38.9K
$1.39M
|
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.23K+ 23.96% |
$328K - $387K
|
47.7K
$1.7M
|
|
|
Feb 03, 2021
Q4 2020
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
8.87KNew |
$316K - $372K
|
8.87K
$316K
|
|
|
Feb 08, 2021
Q4 2020
|
Wrapmanager Inc
|
BUY
|
- |
8.41K+ 6.19% |
$299K - $353K
|
144K
$5.13M
|
|
|
Feb 09, 2021
Q4 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
8.33K+ 46.09% |
$297K - $350K
|
26.4K
$939K
|
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.32KNew |
$296K - $349K
|
8.32K
$296K
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.18K+ 1600.59% |
$291K - $343K
|
8.69K
$309K
|
|
|
Feb 08, 2021
Q4 2020
|
Financial Management Network Inc
|
BUY
|
- |
8.16KNew |
$290K - $342K
|
8.16K
$290K
|
|
|
Feb 16, 2021
Q4 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.94K+ 49.25% |
$283K - $333K
|
24.1K
$856K
|
|
|
Jan 15, 2021
Q4 2020
|
4 J Wealth Management LLC
|
BUY
|
- |
7.67KNew |
$273K - $322K
|
7.67K
$273K
|
|
|
Feb 12, 2021
Q4 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
7.58K+ 18487.8% |
$270K - $318K
|
7.62K
$271K
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.56KNew |
$269K - $317K
|
7.56K
$269K
|
|
|
Feb 03, 2021
Q4 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
7.56KNew |
$269K - $317K
|
7.56K
$269K
|
|
|
Feb 11, 2021
Q4 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.56K+ 14.49% |
$269K - $317K
|
59.7K
$2.12M
|
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
BUY
|
- |
7.55K+ 101.74% |
$269K - $317K
|
15K
$533K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.41KNew |
$264K - $311K
|
7.41K
$264K
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.39KNew |
$263K - $310K
|
7.39K
$263K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
7.38KNew |
$262K - $310K
|
7.38K
$262K
|
|
|
Feb 04, 2021
Q4 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.33KNew |
$261K - $308K
|
7.33K
$261K
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.3KNew |
$260K - $307K
|
7.3K
$260K
|
|
|
Feb 08, 2021
Q4 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.25K+ 69.68% |
$258K - $305K
|
17.7K
$628K
|
|
|
Feb 12, 2021
Q4 2020
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.1KNew |
$253K - $298K
|
7.1K
$252K
|
|
|
Jan 12, 2021
Q4 2020
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.09KNew |
$252K - $298K
|
7.09K
$252K
|
|
|
Jan 26, 2021
Q4 2020
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.01KNew |
$249K - $294K
|
7.01K
$249K
|
|
|
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.98K+ 106.63% |
$248K - $293K
|
13.5K
$481K
|
|
|
Feb 16, 2021
Q4 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.98K+ 41.6% |
$248K - $293K
|
23.7K
$845K
|
|
|
Feb 01, 2021
Q4 2020
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.97KNew |
$248K - $293K
|
6.97K
$248K
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.75K+ 1536.67% |
$240K - $283K
|
7.19K
$256K
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Counselors Inc
|
BUY
|
- |
6.65KNew |
$237K - $279K
|
6.65K
$236K
|
|
|
Jan 29, 2021
Q4 2020
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
6.59KNew |
$235K - $277K
|
6.59K
$234K
|
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.57KNew |
$234K - $276K
|
6.57K
$234K
|
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.49KNew |
$231K - $272K
|
6.49K
$231K
|
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.15KNew |
$219K - $258K
|
6.15K
$219K
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.08K+ 80.76% |
$216K - $255K
|
13.6K
$484K
|
|
|
Feb 02, 2021
Q4 2020
|
Successful Portfolios LLC
|
BUY
|
- |
6K+ 36.7% |
$214K - $252K
|
22.4K
$795K
|
|
|
Jan 26, 2021
Q4 2020
|
Howland Capital Management LLC
|
BUY
|
- |
6K+ 9.11% |
$213K - $252K
|
71.8K
$2.55M
|
|
|
Feb 17, 2021
Q4 2020
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
5.94KNew |
$211K - $249K
|
5.94K
$211K
|
|
|
Jan 12, 2021
Q4 2020
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
5.92KNew |
$211K - $249K
|
5.92K
$211K
|
|
|
Feb 08, 2021
Q4 2020
|
Portland Global Advisors LLC
|
BUY
|
- |
5.85KNew |
$208K - $246K
|
5.85K
$208K
|
|
|
Feb 09, 2021
Q4 2020
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.75K+ 37.76% |
$205K - $242K
|
21K
$747K
|
|
|
Feb 12, 2021
Q4 2020
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.62KNew |
$200K - $236K
|
5.62K
$200K
|
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.57KNew |
$198K - $234K
|
5.57K
$198K
|
|
|
Jan 26, 2021
Q4 2020
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.55KNew |
$198K - $233K
|
5.55K
$198K
|
|
|
Mar 01, 2021
Q4 2020
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.49KNew |
$195K - $230K
|
5.49K
$195K
|
|
|
Feb 11, 2021
Q4 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.46KNew |
$194K - $229K
|
5.46K
$194K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.38KNew |
$191K - $226K
|
5.38K
$191K
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.33K+ 81.53% |
$190K - $224K
|
11.9K
$422K
|
|
|
Jan 25, 2021
Q4 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.33KNew |
$190K - $224K
|
5.33K
$190K
|