Purchases and Sales Made in Q4 2021 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 2021. 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 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-9.91K- 18.81% |
$382K - $430K
|
42.8K
$1.47M
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.93KClosed |
$382K - $430K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10KClosed |
$386K - $434K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 15.77% |
$389K - $438K
|
53.9K
$1.86M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.2K- 2.83% |
$395K - $444K
|
352K
$12.1M
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11K- 28.08% |
$422K - $476K
|
28.1K
$967K
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-11.2K- 54.4% |
$433K - $488K
|
9.43K
$325K
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 30.34% |
$438K - $494K
|
26.1K
$900K
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-12.2K- 8.89% |
$470K - $529K
|
125K
$4.31M
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
SELL
|
- |
-12.3K- 61.8% |
$474K - $533K
|
7.6K
$262K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.6KClosed |
$484K - $546K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-12.6K- 36.1% |
$485K - $547K
|
22.3K
$769K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13K- 18.21% |
$501K - $565K
|
58.5K
$2.01M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-13.2KClosed |
$509K - $574K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-13.4K- 19.59% |
$515K - $580K
|
54.9K
$1.89M
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.6KClosed |
$522K - $588K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13.9K- 10.02% |
$535K - $603K
|
125K
$4.3M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.3K- 61.8% |
$552K - $622K
|
8.86K
$305K
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-15.4KClosed |
$593K - $668K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-15.7KClosed |
$606K - $682K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16K- 24.7% |
$614K - $692K
|
48.7K
$1.68M
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16.3K- 30.59% |
$629K - $708K
|
37.1K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-16.5KClosed |
$635K - $716K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-16.7K- 9.8% |
$642K - $723K
|
153K
$5.28M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.9K- 58.27% |
$650K - $732K
|
12.1K
$416K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17K- 7.29% |
$655K - $738K
|
216K
$7.45M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.1K- 6.38% |
$660K - $743K
|
251K
$8.65M
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-19.6K- 7.77% |
$753K - $848K
|
232K
$7.99M
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-20K- 16.92% |
$770K - $867K
|
98.2K
$3.38M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-20.1K- 13.29% |
$772K - $870K
|
131K
$4.51M
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-20.4K- 18.73% |
$785K - $885K
|
88.5K
$3.05M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.7K- 11.74% |
$798K - $899K
|
156K
$5.36M
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-20.8K- 8.68% |
$799K - $900K
|
219K
$7.53M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-21.7K- 11.69% |
$834K - $940K
|
164K
$5.64M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-21.9KClosed |
$843K - $949K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-22.2K- 76.43% |
$855K - $963K
|
6.85K
$236K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23K- 14.27% |
$885K - $997K
|
138K
$4.76M
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-23.9K- 16.3% |
$921K - $1.04M
|
123K
$4.23M
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-24K- 43.6% |
$924K - $1.04M
|
31K
$1.07M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26.1KClosed |
$1.01M - $1.13M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.5K- 0.43% |
$1.1M - $1.24M
|
6.58M
$227M
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-29.4K- 20.31% |
$1.13M - $1.28M
|
115K
$3.98M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-31.1KClosed |
$1.2M - $1.35M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.5K- 14.24% |
$1.21M - $1.36M
|
189K
$6.53M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.2K- 9.61% |
$1.24M - $1.4M
|
303K
$10.4M
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-34.8K- 19.8% |
$1.34M - $1.51M
|
141K
$4.86M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-35.5K- 42.91% |
$1.37M - $1.54M
|
47.2K
$1.63M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.3K- 10.66% |
$1.51M - $1.71M
|
329K
$11.3M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-39.6K- 24.12% |
$1.52M - $1.72M
|
125K
$4.29M
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-41.7K- 17.79% |
$1.6M - $1.81M
|
193K
$6.64M
|