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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2021
Q4 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-5.6K- 34.46% |
$199K - $235K
|
10.6K
$379K
|
|
|
Jan 11, 2021
Q4 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-6.11K- 8.21% |
$217K - $257K
|
68.3K
$2.43M
|
|
|
Feb 03, 2021
Q4 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-6.15K- 12.72% |
$219K - $258K
|
42.2K
$1.5M
|
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.44KClosed |
$229K - $270K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.38KClosed |
$263K - $310K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.16K- 4.1% |
$326K - $385K
|
214K
$7.62M
|
|
|
Jan 28, 2021
Q4 2020
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.45K- 19.03% |
$336K - $397K
|
40.2K
$1.43M
|
|
|
Jan 28, 2021
Q4 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-10.9K- 28.66% |
$389K - $459K
|
27.2K
$967K
|
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.5K- 36.35% |
$409K - $483K
|
20.1K
$716K
|
|
|
Feb 04, 2021
Q4 2020
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-12.6K- 12.58% |
$448K - $529K
|
87.5K
$3.11M
|
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.8KClosed |
$491K - $580K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.9K- 83.1% |
$565K - $666K
|
3.23K
$115K
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.3K- 10.95% |
$614K - $725K
|
140K
$4.99M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.8KClosed |
$668K - $788K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.2K- 83.45% |
$861K - $1.02M
|
4.8K
$171K
|
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-31.1K- 65.77% |
$1.11M - $1.3M
|
16.2K
$575K
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-41.6KClosed |
$1.48M - $1.75M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-59.3K- 98.59% |
$2.11M - $2.49M
|
850
$30.2K
|
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-65K- 1.21% |
$2.31M - $2.73M
|
5.33M
$189M
|
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-68.3KClosed |
$2.43M - $2.87M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-68.6KClosed |
$2.44M - $2.88M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
SELL
|
- |
-83.1K- 92.15% |
$2.96M - $3.49M
|
7.09K
$252K
|
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-84.8K- 91.03% |
$3.02M - $3.56M
|
8.36K
$297K
|
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-93K- 9.11% |
$3.31M - $3.91M
|
929K
$33M
|
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-113K- 88.38% |
$4.01M - $4.73M
|
14.8K
$527K
|
|
|
Jan 13, 2021
Q4 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-116K- 99.67% |
$4.12M - $4.86M
|
383
$13.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-196KClosed |
$6.97M - $8.23M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-256KClosed |
$9.11M - $10.8M
|
0
$0
|