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 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
30.7K+ 2.35% |
$909K - $1.04M
|
1.34M
$47.1M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.7K+ 52.33% |
$907K - $1.04M
|
89.3K
$3.14M
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
30.1KNew |
$889K - $1.02M
|
30.1K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29.9K+ 13.47% |
$884K - $1.01M
|
252K
$8.86M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.8KNew |
$883K - $1.01M
|
29.8K
$1.05M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.1K+ 42.7% |
$860K - $987K
|
97.2K
$3.42M
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
29KNew |
$858K - $984K
|
29K
$1.02M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
27.4KNew |
$811K - $931K
|
27.4K
$964K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.3K+ 27.42% |
$809K - $928K
|
127K
$4.47M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27K+ 10.94% |
$799K - $917K
|
274K
$9.63M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
26K+ 69.8% |
$768K - $881K
|
63.2K
$2.22M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
24.4K+ 188.55% |
$722K - $829K
|
37.4K
$1.31M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24K+ 20.48% |
$709K - $813K
|
141K
$4.96M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
23.5K+ 7.0% |
$696K - $799K
|
360K
$12.7M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.8K+ 6.64% |
$674K - $774K
|
366K
$12.9M
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
22.4K+ 98.17% |
$662K - $760K
|
45.2K
$1.59M
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 100.86% |
$657K - $754K
|
44.2K
$1.56M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
21.3K+ 8.12% |
$629K - $721K
|
283K
$9.95M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
20.1K+ 15.09% |
$596K - $683K
|
154K
$5.4M
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.8KNew |
$585K - $671K
|
19.8K
$695K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
19.5KNew |
$578K - $663K
|
19.5K
$687K
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
19.5K+ 4.71% |
$576K - $661K
|
433K
$15.2M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
19.2K+ 109.34% |
$568K - $652K
|
36.8K
$1.29M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.8K+ 2.56% |
$557K - $639K
|
754K
$26.5M
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
18.7KNew |
$553K - $635K
|
18.7K
$658K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18.5K+ 39.34% |
$547K - $628K
|
65.6K
$2.31M
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18.5K+ 74.02% |
$547K - $628K
|
43.5K
$1.53M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17.9K+ 67.89% |
$530K - $608K
|
44.3K
$1.56M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.5K+ 86.99% |
$517K - $594K
|
37.6K
$1.32M
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.3K+ 55.1% |
$510K - $586K
|
48.6K
$1.71M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
17.3KNew |
$510K - $586K
|
17.3K
$607K
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
17.1K+ 7.34% |
$505K - $580K
|
250K
$8.79M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.8K+ 10.37% |
$498K - $571K
|
179K
$6.3M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.3K+ 117.07% |
$482K - $553K
|
30.2K
$1.06M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.3K+ 54.04% |
$452K - $518K
|
43.5K
$1.53M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.5KNew |
$429K - $493K
|
14.5K
$510K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 97.19% |
$427K - $489K
|
29.3K
$1.03M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.3K+ 16.94% |
$422K - $484K
|
98.5K
$3.46M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.7K+ 50.94% |
$405K - $465K
|
40.6K
$1.43M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
13.6K+ 19.05% |
$401K - $460K
|
84.8K
$2.98M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.5K+ 9.23% |
$398K - $457K
|
159K
$5.61M
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
12.8K+ 57.93% |
$378K - $434K
|
34.8K
$1.23M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.4KNew |
$368K - $422K
|
12.4K
$438K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$365K - $418K
|
12.3K
$434K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.1K+ 57.43% |
$357K - $410K
|
33.1K
$1.16M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.9K+ 116.37% |
$351K - $403K
|
22.1K
$776K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.7KNew |
$346K - $397K
|
11.7K
$412K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
11.5K+ 7.94% |
$339K - $390K
|
156K
$5.48M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.4K+ 88.99% |
$338K - $388K
|
24.3K
$853K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
11.3K+ 8.26% |
$334K - $384K
|
148K
$5.21M
|