Purchases and Sales Made in Q1 2024 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q1 2024. 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 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.92K+ 1.2% |
$268K - $291K
|
755K
$26.6M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.27K+ 2.56% |
$248K - $269K
|
332K
$11.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.09KNew |
$243K - $264K
|
8.09K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.01K+ 16.3% |
$240K - $261K
|
57.1K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.88KNew |
$236K - $257K
|
7.88K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
7.69KNew |
$230K - $250K
|
7.69K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.4KNew |
$222K - $241K
|
7.4K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
7.29KNew |
$219K - $238K
|
7.29K
$256K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
7.15K+ 11.81% |
$214K - $233K
|
67.7K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.13K+ 16.6% |
$214K - $232K
|
50.1K
$1.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.12K+ 13.38% |
$213K - $232K
|
60.3K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.81KNew |
$204K - $222K
|
6.81K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
6.72KNew |
$202K - $219K
|
6.72K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.72KNew |
$202K - $219K
|
6.72K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
6.64K+ 4.95% |
$199K - $216K
|
141K
$4.95M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
6.5K+ 80.76% |
$195K - $212K
|
14.6K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.48K+ 0.67% |
$194K - $211K
|
976K
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.45K+ 17.38% |
$193K - $210K
|
43.5K
$1.53M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.44K+ 30.05% |
$193K - $210K
|
27.9K
$979K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.43K+ 11.62% |
$193K - $210K
|
61.8K
$2.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.31KNew |
$189K - $206K
|
6.31K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.29KNew |
$189K - $205K
|
6.29K
$221K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
6.25KNew |
$187K - $204K
|
6.25K
$220K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.95K+ 6.58% |
$178K - $194K
|
96.3K
$3.39M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.53K+ 18.25% |
$166K - $180K
|
35.8K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.31K+ 1.54% |
$159K - $173K
|
351K
$12.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
5.27K+ 1.13% |
$158K - $172K
|
471K
$16.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.11K+ 13.43% |
$153K - $166K
|
43.1K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
5.09K+ 13.54% |
$153K - $166K
|
42.7K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.69K+ 7.55% |
$141K - $153K
|
66.8K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.67K+ 76.9% |
$140K - $152K
|
10.7K
$378K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.39K+ 29.62% |
$132K - $143K
|
19.2K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.37K+ 12.31% |
$131K - $142K
|
39.9K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.26KNew |
$128K - $139K
|
4.26K
$150K
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4.12K+ 1.41% |
$123K - $134K
|
296K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.95K+ 3.07% |
$119K - $129K
|
133K
$4.66M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.87K+ 5946.15% |
$116K - $126K
|
3.93K
$138K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.68K+ 12.36% |
$110K - $120K
|
33.5K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.56K+ 9.49% |
$107K - $116K
|
41.1K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.43K+ 38.18% |
$103K - $112K
|
12.4K
$436K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.36K+ 18.39% |
$101K - $110K
|
21.6K
$761K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.33K+ 12.09% |
$99.9K - $109K
|
30.9K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 14.36% |
$99.1K - $108K
|
26.3K
$925K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.3K+ 2.26% |
$98.9K - $108K
|
149K
$5.25M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.29K+ 7.35% |
$98.7K - $107K
|
48K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.07K+ 10.6% |
$92.1K - $100K
|
32K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.03K+ 0.85% |
$90.8K - $98.7K
|
360K
$12.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.93K+ 18.12% |
$87.8K - $95.4K
|
19.1K
$671K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.88K+ 70.21% |
$86.5K - $94K
|
6.99K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.87KNew |
$86K - $93.5K
|
2.87K
$101K
|