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 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2+ 1.08% |
$59.2 - $67.9
|
188
$6.33K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1+ 0.25% |
$29.6 - $33.9
|
397
$13.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5- 0.08% |
$148 - $170
|
6.37K
$214K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9- 2.81% |
$266 - $305
|
311
$10.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 0.27% |
$296 - $339
|
3.74K
$126K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18- 0.93% |
$532 - $611
|
1.91K
$64.4K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-29- 0.4% |
$858 - $984
|
7.3K
$246K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-32- 3.9% |
$947 - $1.09K
|
788
$26.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 17.95% |
$1.04K - $1.19K
|
160
$5.39K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-49- 0.17% |
$1.45K - $1.66K
|
28.8K
$971K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-52- 0.45% |
$1.54K - $1.76K
|
11.5K
$388K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-62- 0.26% |
$1.83K - $2.1K
|
23.6K
$796K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-65- 12.33% |
$1.92K - $2.21K
|
462
$15.6K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-85- 0.67% |
$2.51K - $2.88K
|
12.5K
$422K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-105- 3.25% |
$3.11K - $3.56K
|
3.13K
$105K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-135- 1.69% |
$3.99K - $4.58K
|
7.84K
$264K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-139- 0.91% |
$4.11K - $4.72K
|
15.2K
$513K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-152- 2.16% |
$4.5K - $5.16K
|
6.88K
$232K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-158- 10.1% |
$4.67K - $5.36K
|
1.41K
$47.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-161- 8.55% |
$4.76K - $5.46K
|
1.72K
$58K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-162- 0.23% |
$4.79K - $5.5K
|
70.2K
$2.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-176- 0.37% |
$5.21K - $5.97K
|
47.1K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-192- 23.79% |
$5.68K - $6.52K
|
615
$20.7K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-197- 1.81% |
$5.83K - $6.69K
|
10.7K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-200- 4.45% |
$5.92K - $6.79K
|
4.29K
$145K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-217- 32.88% |
$6.42K - $7.36K
|
443
$14.9K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-229- 3.27% |
$6.77K - $7.77K
|
6.78K
$228K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-229- 40.39% |
$6.77K - $7.77K
|
338
$11.4K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-241- 1.14% |
$7.13K - $8.18K
|
20.8K
$701K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-276- 1.91% |
$8.16K - $9.37K
|
14.2K
$477K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-315- 2.01% |
$9.32K - $10.7K
|
15.3K
$516K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-315- 0.75% |
$9.32K - $10.7K
|
41.6K
$1.4M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-376- 2.42% |
$11.1K - $12.8K
|
15.2K
$511K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-380- 3.07% |
$11.2K - $12.9K
|
12K
$404K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-386- 4.48% |
$11.4K - $13.1K
|
8.23K
$277K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-396- 1.15% |
$11.7K - $13.4K
|
34K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-447- 1.98% |
$13.2K - $15.2K
|
22.1K
$746K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-447- 5.25% |
$13.2K - $15.2K
|
8.07K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-449- 1.75% |
$13.3K - $15.2K
|
25.2K
$851K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-454- 6.13% |
$13.4K - $15.4K
|
6.95K
$234K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-454- 3.79% |
$13.4K - $15.4K
|
11.5K
$388K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-485- 2.2% |
$14.3K - $16.5K
|
21.5K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-516- 44.06% |
$15.3K - $17.5K
|
655
$22.1K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-540- 32.59% |
$16K - $18.3K
|
1.12K
$37.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-581- 81.6% |
$17.2K - $19.7K
|
131
$4.41K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-591- 0.32% |
$17.5K - $20.1K
|
186K
$6.28M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-600- 6.45% |
$17.7K - $20.4K
|
8.7K
$293K
|