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
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-148- 1.98% |
$4.44K - $4.82K
|
7.32K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-150- 32.05% |
$4.5K - $4.89K
|
318
$11.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-151- 1.47% |
$4.53K - $4.92K
|
10.1K
$357K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-154- 8.16% |
$4.62K - $5.02K
|
1.73K
$61K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-163- 13.93% |
$4.89K - $5.31K
|
1.01K
$35.4K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-167- 0.38% |
$5.01K - $5.44K
|
44.3K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-195- 85.53% |
$5.85K - $6.36K
|
33
$1.16K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-200- 1.36% |
$6K - $6.52K
|
14.5K
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-205- 1.65% |
$6.15K - $6.68K
|
12.2K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-212- 1.68% |
$6.36K - $6.91K
|
12.4K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-235- 1.45% |
$7.05K - $7.66K
|
16K
$562K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-238- 0.99% |
$7.14K - $7.76K
|
23.7K
$835K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-241- 3.05% |
$7.23K - $7.85K
|
7.67K
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-246- 6.07% |
$7.38K - $8.02K
|
3.81K
$134K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-249- 80.06% |
$7.47K - $8.11K
|
62
$2.18K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-257- 1.69% |
$7.71K - $8.38K
|
14.9K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-258- 0.46% |
$7.74K - $8.41K
|
56.4K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-310- 4.62% |
$9.3K - $10.1K
|
6.4K
$225K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-332- 4.72% |
$9.96K - $10.8K
|
6.7K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-370- 1.91% |
$11.1K - $12.1K
|
19K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-376- 2.27% |
$11.3K - $12.3K
|
16.2K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-388- 3.52% |
$11.6K - $12.6K
|
10.6K
$374K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-403- 3.71% |
$12.1K - $13.1K
|
10.5K
$368K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-410- 97.85% |
$12.3K - $13.4K
|
9
$317
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-412- 5.08% |
$12.4K - $13.4K
|
7.7K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-423- 1.8% |
$12.7K - $13.8K
|
23.1K
$812K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-429- 3.62% |
$12.9K - $14K
|
11.4K
$402K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-448- 1.76% |
$13.4K - $14.6K
|
25K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-477- 4.92% |
$14.3K - $15.5K
|
9.21K
$324K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-483- 11.77% |
$14.5K - $15.7K
|
3.62K
$127K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-495- 54.34% |
$14.8K - $16.1K
|
416
$14.6K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-500- 7.49% |
$15K - $16.3K
|
6.18K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-500- 30.64% |
$15K - $16.3K
|
1.13K
$39.8K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-520- 2.03% |
$15.6K - $16.9K
|
25.1K
$883K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-525- 0.33% |
$15.7K - $17.1K
|
158K
$5.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-533- 4.19% |
$16K - $17.4K
|
12.2K
$429K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-550- 2.13% |
$16.5K - $17.9K
|
25.3K
$890K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-590- 0.44% |
$17.7K - $19.2K
|
134K
$4.71M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-662- 19.31% |
$19.9K - $21.6K
|
2.77K
$97.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-673- 2.77% |
$20.2K - $21.9K
|
23.6K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-681- 55.32% |
$20.4K - $22.2K
|
550
$19.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-705- 5.94% |
$21.1K - $23K
|
11.2K
$393K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-762- 10.36% |
$22.9K - $24.8K
|
6.6K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-800- 80.32% |
$24K - $26.1K
|
196
$6.89K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-816- 4.31% |
$24.5K - $26.6K
|
18.1K
$637K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-854- 3.17% |
$25.6K - $27.8K
|
26.1K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-906- 4.94% |
$27.2K - $29.5K
|
17.4K
$613K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-958- 13.01% |
$28.7K - $31.2K
|
6.4K
$225K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-971- 3.28% |
$29.1K - $31.6K
|
28.6K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-993- 1.16% |
$29.8K - $32.4K
|
84.4K
$2.97M
|