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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
786+ 5.58% |
$23.6K - $25.6K
|
14.9K
$523K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
783+ 3.85% |
$23.5K - $25.5K
|
21.1K
$743K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
750+ 4.24% |
$22.5K - $24.4K
|
18.5K
$649K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
728+ 4.51% |
$21.8K - $23.7K
|
16.9K
$594K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
678+ 7.16% |
$20.3K - $22.1K
|
10.2K
$357K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
674+ 4.65% |
$20.2K - $22K
|
15.2K
$534K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
634+ 1.9% |
$19K - $20.7K
|
33.9K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
607+ 3.96% |
$18.2K - $19.8K
|
15.9K
$560K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
594+ 7.37% |
$17.8K - $19.4K
|
8.66K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
579+ 4.54% |
$17.4K - $18.9K
|
13.3K
$469K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
577+ 4.13% |
$17.3K - $18.8K
|
14.5K
$511K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
559New |
$16.8K - $18.2K
|
559
$19.7K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
556+ 1.5% |
$16.7K - $18.1K
|
37.7K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
507+ 3.03% |
$15.2K - $16.5K
|
17.3K
$607K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
504New |
$15.1K - $16.4K
|
504
$17.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
416+ 4.19% |
$12.5K - $13.6K
|
10.3K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
408+ 1.09% |
$12.2K - $13.3K
|
37.9K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
388+ 4.44% |
$11.6K - $12.6K
|
9.13K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
388+ 1.17% |
$11.6K - $12.6K
|
33.7K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
378+ 4.48% |
$11.3K - $12.3K
|
8.82K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
378+ 26.25% |
$11.3K - $12.3K
|
1.82K
$63.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
370+ 3.52% |
$11.1K - $12.1K
|
10.9K
$382K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
366+ 4.3% |
$11K - $11.9K
|
8.88K
$312K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
363+ 29.11% |
$10.9K - $11.8K
|
1.61K
$56.6K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
353+ 2.41% |
$10.6K - $11.5K
|
15K
$527K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
352+ 5.28% |
$10.6K - $11.5K
|
7.01K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
347+ 5.3% |
$10.4K - $11.3K
|
6.9K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
345+ 4.32% |
$10.3K - $11.2K
|
8.34K
$293K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
341+ 3.01% |
$10.2K - $11.1K
|
11.7K
$411K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
340+ 3.01% |
$10.2K - $11.1K
|
11.6K
$409K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
327+ 8.58% |
$9.81K - $10.7K
|
4.14K
$146K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
305+ 4.04% |
$9.15K - $9.94K
|
7.85K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
299+ 4.13% |
$8.97K - $9.74K
|
7.53K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
286+ 6.34% |
$8.58K - $9.32K
|
4.8K
$169K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
272+ 5.41% |
$8.16K - $8.86K
|
5.3K
$186K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
265+ 1.4% |
$7.95K - $8.64K
|
19.2K
$677K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
254+ 6.51% |
$7.62K - $8.28K
|
4.15K
$146K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
251+ 11.16% |
$7.53K - $8.18K
|
2.5K
$87.9K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
239+ 1.8% |
$7.17K - $7.79K
|
13.5K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
229New |
$6.87K - $7.46K
|
229
$8.05K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
210+ 2.49% |
$6.3K - $6.84K
|
8.64K
$304K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
210New |
$6.3K - $6.84K
|
210
$7.39K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
204+ 3.23% |
$6.12K - $6.65K
|
6.52K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
200+ 1.87% |
$6K - $6.52K
|
10.9K
$384K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
185+ 0.49% |
$5.55K - $6.03K
|
38.2K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
178New |
$5.34K - $5.8K
|
178
$6.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
176+ 0.89% |
$5.28K - $5.74K
|
20K
$702K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
169+ 5.64% |
$5.07K - $5.51K
|
3.17K
$111K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
167+ 1.66% |
$5.01K - $5.44K
|
10.2K
$360K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146+ 297.96% |
$4.38K - $4.76K
|
195
$6.86K
|