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 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.38K- 2.29% |
$131K - $143K
|
187K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.41K- 28.53% |
$132K - $144K
|
11.1K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-4.88K- 10.23% |
$146K - $159K
|
42.8K
$1.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 36.01% |
$151K - $164K
|
8.94K
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.18K- 21.89% |
$155K - $169K
|
18.5K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.66K- 13.25% |
$170K - $185K
|
37.1K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.96K- 47.38% |
$179K - $194K
|
6.62K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-6.02K- 20.4% |
$181K - $196K
|
23.5K
$826K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-6.32K- 46.33% |
$190K - $206K
|
7.33K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-6.36K- 12.97% |
$191K - $207K
|
42.6K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-6.46K- 8.92% |
$194K - $210K
|
65.9K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-6.6K- 13.17% |
$198K - $215K
|
43.5K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.6K- 5.6% |
$198K - $215K
|
111K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.89K- 51.13% |
$207K - $225K
|
6.59K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.09K- 48.05% |
$213K - $231K
|
7.66K
$270K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.12KClosed |
$213K - $232K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.58K- 14.66% |
$227K - $247K
|
44.1K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.31K- 11.09% |
$249K - $271K
|
66.6K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.44K- 47.79% |
$253K - $275K
|
9.22K
$324K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8.61K- 20.98% |
$258K - $281K
|
32.4K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.83K- 18.36% |
$265K - $288K
|
39.3K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.95K- 16.35% |
$298K - $324K
|
50.9K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.5K- 60.62% |
$316K - $344K
|
6.85K
$241K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-10.6K- 59.64% |
$319K - $346K
|
7.19K
$253K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.7K- 19.62% |
$320K - $347K
|
43.7K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 31.87% |
$328K - $357K
|
23.4K
$823K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.6K- 27.88% |
$349K - $379K
|
30.1K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.8K- 13.72% |
$355K - $385K
|
74.4K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12.9K- 2.49% |
$386K - $420K
|
503K
$17.7M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-13.4K- 67.57% |
$403K - $438K
|
6.46K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 79.14% |
$409K - $444K
|
3.59K
$126K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-13.7K- 51.45% |
$410K - $446K
|
12.9K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14.1K- 64.36% |
$422K - $458K
|
7.78K
$274K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-14.6K- 30.47% |
$438K - $476K
|
33.3K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-16.3K- 9.82% |
$489K - $532K
|
150K
$5.27M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.3K- 1.0% |
$517K - $562K
|
1.7M
$60M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-18K- 59.31% |
$541K - $588K
|
12.4K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 68.01% |
$653K - $709K
|
10.2K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.9K- 11.24% |
$686K - $745K
|
180K
$6.35M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.9K- 30.12% |
$687K - $747K
|
53.2K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-23.7K- 7.32% |
$712K - $773K
|
300K
$10.6M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-24.1K- 78.21% |
$723K - $786K
|
6.72K
$236K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-25.8K- 53.92% |
$773K - $840K
|
22K
$775K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-25.9K- 70.12% |
$777K - $844K
|
11K
$388K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-26.3K- 65.7% |
$788K - $857K
|
13.7K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-28.6K- 99.56% |
$857K - $931K
|
127
$4.47K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.7K- 5.96% |
$950K - $1.03M
|
500K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-32.9K- 55.95% |
$986K - $1.07M
|
25.9K
$910K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-33.3K- 52.61% |
$999K - $1.09M
|
30K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.3K- 13.48% |
$1M - $1.09M
|
214K
$7.52M
|