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
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
107+ 0.37% |
$3.81K - $4.49K
|
29.1K
$1.03M
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
BUY
|
- |
101+ 30.24% |
$3.59K - $4.24K
|
435
$15.5K
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
83+ 6.57% |
$2.95K - $3.49K
|
1.35K
$47.9K
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
68+ 16.92% |
$2.42K - $2.86K
|
470
$16.7K
|
|
Jan 29, 2021
Q4 2020
|
Caprock Group, Inc.
|
BUY
|
- |
65+ 0.84% |
$2.31K - $2.73K
|
7.82K
$278K
|
|
Feb 12, 2021
Q4 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
65+ 0.83% |
$2.31K - $2.73K
|
7.89K
$281K
|
|
Feb 02, 2021
Q4 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
59+ 0.82% |
$2.1K - $2.48K
|
7.21K
$257K
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56+ 5.21% |
$1.99K - $2.35K
|
1.13K
$40.2K
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
55+ 50.0% |
$1.96K - $2.31K
|
165
$5.87K
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
49+ 50.52% |
$1.74K - $2.06K
|
146
$5.19K
|
|
Jan 15, 2021
Q4 2020
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
39+ 0.66% |
$1.39K - $1.64K
|
5.96K
$212K
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 1100.0% |
$1.17K - $1.39K
|
36
$1.28K
|
|
Jan 25, 2021
Q4 2020
|
Hardy Reed LLC
|
BUY
|
- |
28+ 0.35% |
$997 - $1.18K
|
8.05K
$286K
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
27+ 58.7% |
$961 - $1.13K
|
73
$2.6K
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
BUY
|
- |
14+ 0.83% |
$498 - $588
|
1.7K
$60.6K
|
|
Feb 10, 2021
Q4 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
8+ 0.79% |
$285 - $336
|
1.02K
$36.1K
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4+ 0.25% |
$142 - $168
|
1.61K
$57.3K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 1.16% |
$35.6 - $42
|
87
$3.09K
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2Closed |
$71.2 - $84
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Regions Financial Corp
|
SELL
|
- |
-56- 0.83% |
$1.99K - $2.35K
|
6.69K
$238K
|
|
Jan 22, 2021
Q4 2020
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-79Closed |
$2.81K - $3.32K
|
0
$0
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-96- 73.28% |
$3.42K - $4.03K
|
35
$1.24K
|
|
Feb 12, 2021
Q4 2020
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-122- 0.43% |
$4.34K - $5.12K
|
28K
$997K
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-128- 13.82% |
$4.56K - $5.37K
|
798
$28.4K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-144Closed |
$5.12K - $6.05K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-172- 34.4% |
$6.12K - $7.22K
|
328
$11.7K
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-266Closed |
$9.47K - $11.2K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-288- 62.88% |
$10.2K - $12.1K
|
170
$6.05K
|
|
Jan 25, 2021
Q4 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-431- 3.24% |
$15.3K - $18.1K
|
12.9K
$458K
|
|
Feb 03, 2021
Q4 2020
|
Fiduciary Counselling Inc
|
SELL
|
- |
-441- 7.49% |
$15.7K - $18.5K
|
5.45K
$194K
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-471- 5.89% |
$16.8K - $19.8K
|
7.53K
$268K
|
|
Feb 01, 2021
Q4 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-704- 9.97% |
$25.1K - $29.6K
|
6.36K
$226K
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-856- 52.9% |
$30.5K - $35.9K
|
762
$27.1K
|
|
Jan 28, 2021
Q4 2020
|
Community Bank, N.A.
|
SELL
|
- |
-885- 8.4% |
$31.5K - $37.2K
|
9.65K
$343K
|
|
Feb 11, 2021
Q4 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-963- 15.5% |
$34.3K - $40.4K
|
5.25K
$187K
|
|
Jan 20, 2021
Q4 2020
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.19K- 11.43% |
$42.5K - $50.1K
|
9.24K
$329K
|
|
Feb 04, 2021
Q4 2020
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.23K- 6.08% |
$43.7K - $51.5K
|
19K
$675K
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.48K- 20.23% |
$52.6K - $62.1K
|
5.83K
$207K
|
|
Feb 11, 2021
Q4 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.49K- 20.24% |
$53K - $62.6K
|
5.87K
$209K
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.58K- 13.93% |
$56.3K - $66.4K
|
9.78K
$348K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.71K- 16.93% |
$60.7K - $71.6K
|
8.37K
$298K
|
|
Feb 10, 2021
Q4 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.72K- 1.16% |
$61.2K - $72.2K
|
147K
$5.22M
|
|
Feb 03, 2021
Q4 2020
|
Savant Capital, LLC
|
SELL
|
- |
-1.8K- 3.34% |
$64K - $75.5K
|
52K
$1.85M
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.21K- 1.97% |
$78.8K - $93K
|
110K
$3.92M
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.66K- 0.43% |
$94.8K - $112K
|
623K
$22.2M
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$105K - $124K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-3.12K- 14.21% |
$111K - $131K
|
18.8K
$670K
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.36K- 33.02% |
$120K - $141K
|
6.82K
$243K
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.48K- 9.88% |
$124K - $146K
|
31.7K
$1.13M
|