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 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.79K+ 37.3% |
$83.5K - $90.8K
|
10.3K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.78K+ 37.29% |
$83.5K - $90.7K
|
10.3K
$360K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.76K+ 8.47% |
$82.7K - $89.8K
|
35.3K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.73K+ 4.83% |
$81.8K - $88.9K
|
59.2K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.7K+ 4.83% |
$80.8K - $87.8K
|
58.5K
$2.06M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.65K+ 92.17% |
$79.5K - $86.4K
|
5.53K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.65K+ 14.27% |
$79.4K - $86.3K
|
21.2K
$746K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.58K+ 8.38% |
$77.5K - $84.2K
|
33.4K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.56K+ 1.82% |
$76.8K - $83.5K
|
143K
$5.04M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
2.55K+ 29.79% |
$76.4K - $83K
|
11.1K
$390K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 10.07% |
$74.3K - $80.8K
|
27.1K
$953K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.44K+ 0.91% |
$73.3K - $79.6K
|
272K
$9.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.3K+ 57.3% |
$69K - $75K
|
6.32K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.26K+ 1.85% |
$67.6K - $73.5K
|
124K
$4.37M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.25K+ 468.75% |
$67.5K - $73.3K
|
2.73K
$96K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.14K+ 4.72% |
$64.3K - $69.9K
|
47.5K
$1.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.09K+ 4.78% |
$62.8K - $68.2K
|
45.9K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.01KNew |
$60.4K - $65.6K
|
2.01K
$70.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2K+ 1.36% |
$59.9K - $65K
|
149K
$5.23M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
1.91K+ 24.92% |
$57.4K - $62.4K
|
9.6K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.91K+ 14.92% |
$57.4K - $62.3K
|
14.7K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.84K+ 10.02% |
$55.3K - $60.1K
|
20.2K
$712K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 188.84% |
$54.8K - $59.6K
|
2.8K
$98.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.76K+ 6.32% |
$52.7K - $57.3K
|
29.6K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.52K+ 4.4% |
$45.6K - $49.6K
|
36.1K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 2.23% |
$44.8K - $48.7K
|
68.4K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.47K+ 57.19% |
$44.1K - $48K
|
4.05K
$142K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.46K+ 3.79% |
$43.8K - $47.6K
|
39.9K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.36K+ 3.59% |
$40.8K - $44.4K
|
39.3K
$1.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.28K+ 10.36% |
$38.3K - $41.7K
|
13.6K
$479K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.26K+ 7.95% |
$37.8K - $41.1K
|
17.1K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.26K+ 2.09% |
$37.8K - $41.1K
|
61.7K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 3.4% |
$34.6K - $37.6K
|
35.1K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.12K+ 5.97% |
$33.4K - $36.3K
|
19.8K
$696K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1K+ 8.71% |
$33K - $35.8K
|
13.7K
$482K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.08K+ 9.59% |
$32.5K - $35.3K
|
12.4K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.07K+ 7.48% |
$32.1K - $34.9K
|
15.4K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.06K+ 6.63% |
$31.8K - $34.6K
|
17.1K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.04K+ 18.27% |
$31.2K - $33.9K
|
6.73K
$237K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.04K+ 7.31% |
$31K - $33.7K
|
15.2K
$534K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.01K+ 7.71% |
$30.3K - $32.9K
|
14.1K
$496K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
996+ 1.59% |
$29.9K - $32.5K
|
63.6K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
985+ 110.8% |
$29.5K - $32.1K
|
1.87K
$65.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
933+ 7.91% |
$28K - $30.4K
|
12.7K
$448K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
929+ 13.81% |
$27.9K - $30.3K
|
7.66K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
926+ 5.37% |
$27.8K - $30.2K
|
18.2K
$639K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
923+ 7.36% |
$27.7K - $30.1K
|
13.5K
$473K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
918+ 77.93% |
$27.5K - $29.9K
|
2.1K
$73.7K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
850+ 3.33% |
$25.5K - $27.7K
|
26.4K
$928K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
828+ 3.79% |
$24.8K - $27K
|
22.7K
$798K
|