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 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 1.03% |
$32.3K - $35.1K
|
103K
$3.64M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.12K- 1.42% |
$33.6K - $36.5K
|
77.6K
$2.73M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.14K- 2.74% |
$34.1K - $37.1K
|
40.4K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.17K- 1.91% |
$35.1K - $38.2K
|
60.2K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.17K- 14.99% |
$35.1K - $38.2K
|
6.65K
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.28K- 4.13% |
$38.4K - $41.8K
|
29.7K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.44K- 34.0% |
$43.1K - $46.8K
|
2.79K
$98.1K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.58K- 6.64% |
$47.3K - $51.4K
|
22.2K
$780K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.63K- 22.91% |
$48.9K - $53.2K
|
5.49K
$193K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.64K- 1.04% |
$49.2K - $53.5K
|
157K
$5.52M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.7K- 9.62% |
$50.9K - $55.3K
|
16K
$561K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.7K- 5.66% |
$51.1K - $55.5K
|
28.4K
$999K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.75K- 1.05% |
$52.3K - $56.9K
|
165K
$5.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.8K- 10.54% |
$54K - $58.6K
|
15.3K
$537K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.8K- 5.53% |
$54K - $58.7K
|
30.8K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.89K- 6.34% |
$56.6K - $61.5K
|
27.9K
$980K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.91K- 3.96% |
$57.3K - $62.2K
|
46.3K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.92K- 13.24% |
$57.6K - $62.5K
|
12.6K
$442K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.94K- 5.73% |
$58.1K - $63.2K
|
31.9K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.98K- 6.25% |
$59.5K - $64.7K
|
29.8K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2K- 17.1% |
$59.9K - $65.1K
|
9.68K
$341K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.11K- 2.17% |
$63.2K - $68.7K
|
95K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.31K- 2.07% |
$69.2K - $75.2K
|
109K
$3.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.46K- 5.04% |
$73.8K - $80.2K
|
46.4K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-2.53K- 2.46% |
$75.9K - $82.5K
|
100K
$3.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.73K- 24.72% |
$81.7K - $88.8K
|
8.3K
$292K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.73K- 8.29% |
$82K - $89.1K
|
30.2K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.78K- 26.25% |
$83.4K - $90.7K
|
7.82K
$275K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.8K- 19.02% |
$84.1K - $91.4K
|
11.9K
$420K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.87K- 29.92% |
$86.1K - $93.5K
|
6.72K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.96K- 10.6% |
$88.7K - $96.4K
|
24.9K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.99K- 22.19% |
$89.6K - $97.3K
|
10.5K
$368K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.23K- 17.13% |
$97K - $105K
|
15.6K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.31K- 4.63% |
$99.4K - $108K
|
68.3K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.35K- 6.95% |
$100K - $109K
|
44.9K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.39K- 6.85% |
$102K - $111K
|
46.1K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.55K- 4.49% |
$106K - $116K
|
75.5K
$2.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-3.55K- 6.28% |
$107K - $116K
|
53K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.6K- 4.03% |
$108K - $117K
|
85.6K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.75K- 4.6% |
$112K - $122K
|
77.8K
$2.74M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.81K- 2.8% |
$114K - $124K
|
132K
$4.65M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.87K- 98.35% |
$116K - $126K
|
65
$2.29K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.89K- 0.46% |
$117K - $127K
|
852K
$30M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 0.97% |
$119K - $129K
|
406K
$14.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.17K- 14.78% |
$125K - $136K
|
24K
$846K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.24K- 5.97% |
$127K - $138K
|
66.8K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.28K- 97.72% |
$128K - $139K
|
100
$3.52K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.34K- 42.12% |
$130K - $141K
|
5.96K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.36K- 24.26% |
$131K - $142K
|
13.6K
$479K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-4.37K- 20.06% |
$131K - $142K
|
17.4K
$612K
|