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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.3K+ 43.22% |
$334K - $383K
|
37.4K
$1.31M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$328K - $376K
|
11.1K
$390K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.6KNew |
$313K - $359K
|
10.6K
$372K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.2K+ 189.79% |
$301K - $345K
|
15.5K
$546K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.1K+ 8.88% |
$298K - $342K
|
123K
$4.34M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.82K+ 18.23% |
$261K - $299K
|
57.2K
$2.01M
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.79KNew |
$260K - $298K
|
8.79K
$309K
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8.32KNew |
$246K - $282K
|
8.32K
$292K
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.3KNew |
$246K - $282K
|
8.3K
$292K
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
8.24K+ 16.99% |
$244K - $280K
|
56.7K
$2M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.85KNew |
$232K - $267K
|
7.85K
$276K
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
7.64K+ 36.56% |
$226K - $259K
|
28.5K
$1M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.63K+ 12.35% |
$226K - $259K
|
69.4K
$2.44M
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.54KNew |
$223K - $256K
|
7.54K
$265K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.46K+ 75.09% |
$221K - $253K
|
17.4K
$611K
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
7.24KNew |
$214K - $246K
|
7.24K
$254K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.01K+ 33.79% |
$207K - $238K
|
27.7K
$976K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.93K+ 67.84% |
$205K - $235K
|
17.2K
$603K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.86K+ 25.1% |
$203K - $233K
|
34.2K
$1.2M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.78KNew |
$201K - $230K
|
6.78K
$239K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.77K+ 772.06% |
$200K - $230K
|
7.65K
$269K
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
6.66K+ 21.85% |
$197K - $226K
|
37.2K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.64KNew |
$196K - $225K
|
6.64K
$234K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.57K+ 8.77% |
$194K - $223K
|
81.6K
$2.87M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.55KNew |
$194K - $222K
|
6.55K
$230K
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.45KNew |
$191K - $219K
|
6.45K
$227K
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.37KNew |
$189K - $216K
|
6.37K
$224K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.36KNew |
$188K - $216K
|
6.36K
$224K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.29KNew |
$186K - $213K
|
6.29K
$221K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.86K+ 5.23% |
$173K - $199K
|
118K
$4.14M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.6K+ 74.66% |
$166K - $190K
|
13.1K
$460K
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5.56K+ 27.75% |
$164K - $189K
|
25.6K
$900K
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
5.49K+ 23.18% |
$162K - $186K
|
29.1K
$1.03M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.39KNew |
$159K - $183K
|
5.39K
$189K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.32K+ 20.62% |
$157K - $181K
|
31.1K
$1.09M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5.29K+ 10.27% |
$156K - $179K
|
56.8K
$2M
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.23K+ 5.81% |
$155K - $178K
|
95.3K
$3.35M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.15K+ 21.34% |
$152K - $175K
|
29.3K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.88K+ 6.32% |
$144K - $166K
|
82.1K
$2.89M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.78K+ 57.75% |
$141K - $162K
|
13K
$459K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 57.96% |
$134K - $153K
|
12.3K
$433K
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.48K+ 16.6% |
$133K - $152K
|
31.5K
$1.11M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.17KNew |
$123K - $142K
|
4.17K
$147K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.14K+ 40.71% |
$123K - $141K
|
14.3K
$504K
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.09K+ 185.14% |
$121K - $139K
|
6.29K
$221K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.95K+ 7.62% |
$117K - $134K
|
55.8K
$1.96M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.87K+ 30.66% |
$115K - $131K
|
16.5K
$580K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.64K+ 50.0% |
$108K - $124K
|
10.9K
$384K
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.55K+ 21.01% |
$105K - $120K
|
20.5K
$719K
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.55K+ 25.69% |
$105K - $120K
|
17.3K
$610K
|