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 10, 2021
Q4 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.26KNew |
$187K - $221K
|
5.26K
$187K
|
|
|
Feb 11, 2021
Q4 2020
|
Accredited Investors Inc.
|
BUY
|
- |
5.23K+ 25.59% |
$186K - $220K
|
25.7K
$914K
|
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.12K+ 2325.0% |
$182K - $215K
|
5.34K
$190K
|
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
5.11KNew |
$182K - $214K
|
5.11K
$182K
|
|
|
Feb 25, 2021
Q4 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.02K+ 23.21% |
$179K - $211K
|
26.7K
$948K
|
|
|
Feb 08, 2021
Q4 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.97KNew |
$177K - $209K
|
4.97K
$177K
|
|
|
Feb 09, 2021
Q4 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.89KNew |
$174K - $205K
|
4.89K
$174K
|
|
|
Feb 03, 2021
Q4 2020
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.85KNew |
$173K - $204K
|
4.85K
$172K
|
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.85K+ 5.51% |
$172K - $203K
|
92.8K
$3.3M
|
|
|
Feb 03, 2021
Q4 2020
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.78K+ 16.0% |
$170K - $201K
|
34.7K
$1.23M
|
|
|
Jul 17, 2024
Q4 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.75K+ 246.47% |
$169K - $199K
|
6.67K
$237K
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.63K+ 107.15% |
$165K - $194K
|
8.95K
$318K
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
4.62K+ 188.34% |
$164K - $194K
|
7.07K
$252K
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.61K+ 21.06% |
$164K - $194K
|
26.5K
$943K
|
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.55K+ 17.27% |
$162K - $191K
|
30.9K
$1.1M
|
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
4.54K+ 35.78% |
$161K - $190K
|
17.2K
$612K
|
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.37K+ 24.19% |
$155K - $183K
|
22.4K
$797K
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.36K+ 37.18% |
$155K - $183K
|
16.1K
$572K
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
BUY
|
- |
3.84KNew |
$137K - $161K
|
3.84K
$137K
|
|
|
Jan 25, 2021
Q4 2020
|
Affiance Financial, LLC
|
BUY
|
- |
3.81K+ 38.17% |
$136K - $160K
|
13.8K
$491K
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.8K+ 64.27% |
$135K - $160K
|
9.72K
$346K
|
|
|
Feb 05, 2021
Q4 2020
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.57K+ 3.26% |
$127K - $150K
|
113K
$4.03M
|
|
|
Jan 25, 2021
Q4 2020
|
Veracity Capital LLC
|
BUY
|
- |
3.44K+ 23.37% |
$123K - $145K
|
18.2K
$646K
|
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.28K+ 44.31% |
$117K - $138K
|
10.7K
$380K
|
|
|
Feb 01, 2021
Q4 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.21K+ 35.23% |
$114K - $135K
|
12.3K
$438K
|
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
BUY
|
- |
3.13K+ 54.14% |
$111K - $131K
|
8.9K
$316K
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.01KNew |
$107K - $126K
|
3.01K
$107K
|
|
|
Feb 05, 2021
Q4 2020
|
Financial Insights, Inc.
|
BUY
|
- |
2.97K+ 14.27% |
$106K - $125K
|
23.8K
$847K
|
|
|
Feb 03, 2021
Q4 2020
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.87K+ 21.09% |
$102K - $121K
|
16.5K
$586K
|
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 41.97% |
$100K - $118K
|
9.51K
$338K
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.78K+ 58.6% |
$99K - $117K
|
7.53K
$268K
|
|
|
Feb 02, 2021
Q4 2020
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.73K+ 25.58% |
$97.3K - $115K
|
13.4K
$477K
|
|
|
Feb 05, 2021
Q4 2020
|
Trilogy Capital Inc.
|
BUY
|
- |
2.67K+ 35.89% |
$95.1K - $112K
|
10.1K
$360K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.65K+ 265.4% |
$94.5K - $111K
|
3.65K
$130K
|
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.55K+ 88.76% |
$90.8K - $107K
|
5.42K
$193K
|
|
|
Feb 08, 2021
Q4 2020
|
Redw Wealth LLC
|
BUY
|
- |
2.51K+ 22.86% |
$89.3K - $105K
|
13.5K
$479K
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.5K+ 6.58% |
$89K - $105K
|
40.5K
$1.44M
|
|
|
Feb 10, 2021
Q4 2020
|
Flc Capital Advisors
|
BUY
|
- |
2.4K+ 1.53% |
$85.4K - $101K
|
160K
$5.68M
|
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.37K+ 17.77% |
$84.3K - $99.4K
|
15.7K
$558K
|
|
|
Feb 02, 2021
Q4 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.33K+ 23.37% |
$82.9K - $97.8K
|
12.3K
$438K
|
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.25K+ 25.27% |
$79.9K - $94.3K
|
11.1K
$396K
|
|
|
Jan 22, 2021
Q4 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 17.66% |
$78.3K - $92.3K
|
14.7K
$521K
|
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.19K+ 27.29% |
$78K - $92K
|
10.2K
$363K
|
|
|
Feb 10, 2021
Q4 2020
|
Brighton Jones LLC
|
BUY
|
- |
2.18K+ 27.12% |
$77.6K - $91.5K
|
10.2K
$363K
|
|
|
Feb 10, 2021
Q4 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.13K+ 14.54% |
$75.9K - $89.6K
|
16.8K
$598K
|
|
|
Feb 09, 2021
Q4 2020
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.03K+ 7.55% |
$72.2K - $85.2K
|
28.9K
$1.03M
|
|
|
Jan 12, 2021
Q4 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.01K+ 19.41% |
$71.6K - $84.5K
|
12.4K
$440K
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$71.2K - $84K
|
2K
$71.1K
|
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 13.24% |
$66K - $77.8K
|
15.9K
$564K
|
|
|
Feb 08, 2021
Q4 2020
|
Highland Private Wealth Management
|
BUY
|
- |
1.84K+ 1.51% |
$65.5K - $77.3K
|
123K
$4.39M
|