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
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.8K+ 8.57% |
$64.1K - $75.6K
|
22.8K
$811K
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64KNew |
$58.2K - $68.7K
|
1.64K
$58.2K
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 4.4% |
$57.8K - $68.2K
|
38.5K
$1.37M
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
1.46K+ 18.07% |
$51.9K - $61.2K
|
9.53K
$339K
|
|
Feb 26, 2021
Q4 2020
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.42K+ 18.6% |
$50.5K - $59.6K
|
9.05K
$322K
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.41K+ 8.63% |
$50K - $59K
|
17.7K
$629K
|
|
Jan 19, 2021
Q4 2020
|
Ritholtz Wealth Management
|
BUY
|
- |
1.37K+ 5.92% |
$48.8K - $57.6K
|
24.5K
$873K
|
|
Jan 19, 2021
Q4 2020
|
Autus Asset Management, LLC
|
BUY
|
- |
1.32K+ 12.61% |
$46.8K - $55.2K
|
11.7K
$418K
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
1.31K+ 343.95% |
$46.5K - $54.9K
|
1.69K
$60K
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.22K+ 153.8% |
$43.2K - $51K
|
2.01K
$71.3K
|
|
Feb 05, 2021
Q4 2020
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.21K+ 8.75% |
$43.2K - $50.9K
|
15.1K
$536K
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.16K+ 4.15% |
$41.1K - $48.5K
|
29K
$1.03M
|
|
Feb 16, 2021
Q4 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.13K+ 15.44% |
$40K - $47.2K
|
8.41K
$299K
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 9.38% |
$38.2K - $45.1K
|
12.5K
$445K
|
|
Feb 03, 2021
Q4 2020
|
Trust CO Of Vermont
|
BUY
|
- |
1.03K+ 7.99% |
$36.7K - $43.2K
|
13.9K
$495K
|
|
Jan 28, 2021
Q4 2020
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1K+ 5.72% |
$35.7K - $42.1K
|
18.5K
$658K
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
979New |
$34.8K - $41.1K
|
979
$34.8K
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
885+ 4.89% |
$31.5K - $37.2K
|
19K
$675K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
856+ 52.2% |
$30.5K - $35.9K
|
2.5K
$88.8K
|
|
Jan 15, 2021
Q4 2020
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
802+ 10.72% |
$28.5K - $33.7K
|
8.28K
$295K
|
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
798+ 27.39% |
$28.4K - $33.5K
|
3.71K
$132K
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
794New |
$28.3K - $33.3K
|
794
$28.2K
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
BUY
|
- |
750New |
$26.7K - $31.5K
|
750
$26.7K
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
734+ 125.26% |
$26.1K - $30.8K
|
1.32K
$47K
|
|
Feb 05, 2021
Q4 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
700+ 6.15% |
$24.9K - $29.4K
|
12.1K
$430K
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
615+ 6.27% |
$21.9K - $25.8K
|
10.4K
$371K
|
|
Feb 02, 2021
Q4 2020
|
Grimes & Company, Inc.
|
BUY
|
- |
594+ 4.61% |
$21.1K - $24.9K
|
13.5K
$480K
|
|
Feb 09, 2021
Q4 2020
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
454New |
$16.2K - $19.1K
|
454
$16.1K
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
416+ 1.0% |
$14.8K - $17.5K
|
42.2K
$1.5M
|
|
Feb 11, 2021
Q4 2020
|
Citizens Financial Group Inc
|
BUY
|
- |
411+ 1.88% |
$14.6K - $17.3K
|
22.3K
$792K
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
409+ 14.88% |
$14.6K - $17.2K
|
3.16K
$112K
|
|
Jan 29, 2021
Q4 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
405+ 2.44% |
$14.4K - $17K
|
17K
$605K
|
|
Sep 01, 2023
Q4 2020
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
346+ 5.39% |
$12.3K - $14.5K
|
6.77K
$241K
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
336+ 32.68% |
$12K - $14.1K
|
1.36K
$48.5K
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
280New |
$9.97K - $11.8K
|
280
$9.96K
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
271New |
$9.64K - $11.4K
|
271
$9.64K
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
270New |
$9.61K - $11.3K
|
270
$9.6K
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
246+ 3.89% |
$8.76K - $10.3K
|
6.58K
$234K
|
|
Jan 21, 2021
Q4 2020
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
238+ 1.28% |
$8.47K - $9.99K
|
18.8K
$668K
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
233New |
$8.29K - $9.78K
|
233
$8.29K
|
|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
209+ 13.21% |
$7.44K - $8.78K
|
1.79K
$63.7K
|
|
Jan 14, 2021
Q4 2020
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200New |
$7.12K - $8.4K
|
200
$7.11K
|
|
Feb 12, 2021
Q4 2020
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
186New |
$6.62K - $7.81K
|
186
$6.62K
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
180+ 11.65% |
$6.41K - $7.56K
|
1.73K
$61.4K
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
171New |
$6.09K - $7.18K
|
171
$6.08K
|
|
Jan 29, 2021
Q4 2020
|
Bourgeon Capital Management LLC
|
BUY
|
- |
130New |
$4.63K - $5.46K
|
130
$4.62K
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
124New |
$4.41K - $5.21K
|
124
$4.41K
|
|
Jan 12, 2021
Q4 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
115+ 1.83% |
$4.09K - $4.83K
|
6.41K
$228K
|
|
Jan 26, 2021
Q4 2020
|
Diversified, LLC
|
BUY
|
- |
112New |
$3.99K - $4.7K
|
112
$3.98K
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
109+ 6.42% |
$3.88K - $4.58K
|
1.81K
$64.2K
|