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 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
127+ 2.03% |
$3.81K - $4.14K
|
6.39K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
124+ 0.84% |
$3.72K - $4.04K
|
14.9K
$523K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
113+ 27.16% |
$3.39K - $3.68K
|
529
$18.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
112+ 9.63% |
$3.36K - $3.65K
|
1.28K
$44.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
107+ 2.94% |
$3.21K - $3.49K
|
3.74K
$132K
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
106+ 0.95% |
$3.18K - $3.45K
|
11.2K
$395K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
106+ 13.04% |
$3.18K - $3.45K
|
919
$32.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
104+ 16.07% |
$3.12K - $3.39K
|
751
$26.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
102+ 0.2% |
$3.06K - $3.32K
|
51.1K
$1.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
97+ 0.07% |
$2.91K - $3.16K
|
133K
$4.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
96+ 4800.0% |
$2.88K - $3.13K
|
98
$3.45K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
85New |
$2.55K - $2.77K
|
85
$2.99K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
83+ 6.06% |
$2.49K - $2.7K
|
1.45K
$51.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
83New |
$2.49K - $2.7K
|
83
$2.92K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
66+ 0.55% |
$1.98K - $2.15K
|
12K
$423K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
64+ 6.13% |
$1.92K - $2.09K
|
1.11K
$39K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
62+ 61.39% |
$1.86K - $2.02K
|
163
$5.73K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
61+ 10.7% |
$1.83K - $1.99K
|
631
$22.2K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
51+ 0.93% |
$1.53K - $1.66K
|
5.52K
$194K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
50+ 0.39% |
$1.5K - $1.63K
|
12.7K
$447K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
38New |
$1.14K - $1.24K
|
38
$1.34K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
34+ 6.72% |
$1.02K - $1.11K
|
540
$19K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 3.58% |
$900 - $978
|
868
$30.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24+ 0.52% |
$720 - $782
|
4.66K
$164K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
21+ 0.28% |
$630 - $684
|
7.64K
$269K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 8.59% |
$420 - $456
|
177
$6.23K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13+ 19.4% |
$390 - $424
|
80
$2.81K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
12+ 0.1% |
$360 - $391
|
12.2K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
11+ 7.91% |
$330 - $358
|
150
$5.28K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11+ 29.73% |
$330 - $358
|
48
$1.69K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 5.88% |
$120 - $130
|
72
$2.53K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$60 - $65.2
|
2
$70.3
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$30 - $32.6
|
87.5K
$3.08M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2- 0.18% |
$60 - $65.2
|
1.1K
$38.6K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 10.42% |
$150 - $163
|
43
$1.51K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5- 3.01% |
$150 - $163
|
161
$5.66K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 0.5% |
$270 - $293
|
1.78K
$62.6K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 3.26% |
$390 - $424
|
386
$13.6K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-16- 0.8% |
$480 - $521
|
1.97K
$69.4K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-29- 4.12% |
$870 - $945
|
675
$23.7K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 19.08% |
$1.5K - $1.63K
|
212
$7.46K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-65- 0.16% |
$1.95K - $2.12K
|
40.4K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-102- 10.69% |
$3.06K - $3.32K
|
852
$30K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-113- 5.96% |
$3.39K - $3.68K
|
1.78K
$62.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-115- 0.87% |
$3.45K - $3.75K
|
13K
$459K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-123- 0.83% |
$3.69K - $4.01K
|
14.8K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-135- 0.21% |
$4.05K - $4.4K
|
63.1K
$2.22M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-136- 1.47% |
$4.08K - $4.43K
|
9.13K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-143- 1.31% |
$4.29K - $4.66K
|
10.8K
$379K
|