Purchases and Sales Made in Q1 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.77MNew |
$171M - $196M
|
5.77M
$254M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.3M+ 58.86% |
$97.6M - $112M
|
8.9M
$392M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.11M+ 150.28% |
$92.1M - $106M
|
5.19M
$228M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.11M+ 150.28% |
$92.1M - $106M
|
5.19M
$228M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
908K+ 60.92% |
$26.8M - $30.8M
|
2.4M
$105M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
801K+ 3064.87% |
$23.7M - $27.2M
|
827K
$36.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
603K+ 14.76% |
$17.8M - $20.5M
|
4.68M
$206M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
409K+ 26.58% |
$12.1M - $13.9M
|
1.95M
$85.7M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
379K+ 462.46% |
$11.2M - $12.9M
|
461K
$20.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
349K+ 85.76% |
$10.3M - $11.8M
|
756K
$33.3M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
332K+ 11.74% |
$9.83M - $11.3M
|
3.16M
$139M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
284K+ 73.72% |
$8.39M - $9.63M
|
669K
$29.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
234K+ 46.77% |
$6.93M - $7.95M
|
735K
$32.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
211K+ 1.49% |
$6.25M - $7.17M
|
14.4M
$634M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
180K+ 35.15% |
$5.34M - $6.12M
|
694K
$30.5M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
173K+ 7.94% |
$5.13M - $5.88M
|
2.36M
$104M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
144K+ 33.2% |
$4.26M - $4.89M
|
578K
$25.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 60.05% |
$3.44M - $3.94M
|
310K
$13.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
109K+ 163.5% |
$3.24M - $3.71M
|
176K
$7.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
90.4K+ 100.23% |
$2.68M - $3.07M
|
181K
$7.95M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
86.3K+ 111.01% |
$2.55M - $2.93M
|
164K
$7.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
85.5K+ 5.31% |
$2.53M - $2.9M
|
1.69M
$74.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
82.9K+ 124.19% |
$2.45M - $2.81M
|
150K
$6.58M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
76.5K+ 87.42% |
$2.26M - $2.6M
|
164K
$7.22M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
76K+ 10.62% |
$2.25M - $2.58M
|
792K
$34.8M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
71.5KNew |
$2.12M - $2.43M
|
71.5K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69.7K+ 62.47% |
$2.06M - $2.37M
|
181K
$7.98M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
69.6KNew |
$2.06M - $2.36M
|
69.6K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
68.8K+ 82.86% |
$2.04M - $2.34M
|
152K
$6.68M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
66.9KNew |
$1.98M - $2.27M
|
66.9K
$2.94M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
65.2K+ 9.07% |
$1.93M - $2.21M
|
784K
$34.5M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
62.3KNew |
$1.84M - $2.12M
|
62.3K
$2.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.2K+ 21.76% |
$1.81M - $2.08M
|
343K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
59.2KNew |
$1.75M - $2.01M
|
59.2K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.3K+ 47.99% |
$1.58M - $1.81M
|
164K
$7.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
51.4KNew |
$1.52M - $1.74M
|
51.4K
$2.26M
|
|
|
Jul 31, 2025
Q1 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
51K+ 190.52% |
$1.51M - $1.73M
|
77.7K
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
46.6K+ 13.15% |
$1.38M - $1.58M
|
401K
$17.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
45.3K+ 61.22% |
$1.34M - $1.54M
|
119K
$5.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
45.1K+ 49.07% |
$1.33M - $1.53M
|
137K
$6.02M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.4K+ 53.73% |
$1.31M - $1.51M
|
127K
$5.59M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
44.1K+ 59.38% |
$1.31M - $1.5M
|
118K
$5.21M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
42.1K+ 2.91% |
$1.25M - $1.43M
|
1.49M
$65.6M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.8K+ 68.1% |
$1.21M - $1.38M
|
101K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
40.8K+ 1.72% |
$1.21M - $1.38M
|
2.41M
$106M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
38.3K+ 93.76% |
$1.13M - $1.3M
|
79.2K
$3.48M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.1K+ 35.39% |
$1.1M - $1.26M
|
142K
$6.24M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.9KNew |
$1.09M - $1.25M
|
36.9K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
36.8KNew |
$1.09M - $1.25M
|
36.8K
$1.62M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
35.8K+ 7.12% |
$1.06M - $1.22M
|
539K
$23.7M
|