Purchases and Sales Made in Q1 2025 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q1 2025. 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 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.67M+ 38.75% |
$54.6M - $60.4M
|
5.97M
$224M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
386K+ 15.17% |
$12.6M - $14M
|
2.93M
$110M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
352K+ 27.07% |
$11.5M - $12.7M
|
1.65M
$62.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
343K+ 275.95% |
$11.2M - $12.4M
|
468K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
317K+ 107.56% |
$10.4M - $11.5M
|
612K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 3.14% |
$5.3M - $5.86M
|
5.31M
$200M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
152KNew |
$4.97M - $5.5M
|
152K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 0.9% |
$4.63M - $5.12M
|
15.8M
$594M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
107K+ 15.85% |
$3.51M - $3.88M
|
783K
$29.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
103K+ 33.1% |
$3.37M - $3.73M
|
414K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
100KNew |
$3.27M - $3.62M
|
100K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
72.9K+ 26595.26% |
$2.39M - $2.64M
|
73.1K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
57.2KNew |
$1.87M - $2.07M
|
57.2K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
37.7K+ 118.52% |
$1.23M - $1.36M
|
69.5K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
37.6K+ 6.4% |
$1.23M - $1.36M
|
626K
$23.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.2K+ 7.72% |
$1.18M - $1.31M
|
505K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.6K+ 1152.83% |
$1.13M - $1.25M
|
37.6K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.9K+ 1.74% |
$1.04M - $1.15M
|
1.86M
$70M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.9K+ 50.15% |
$882K - $975K
|
80.7K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.2K+ 3.96% |
$792K - $876K
|
635K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.1K+ 11.16% |
$755K - $835K
|
230K
$8.63M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 1.84% |
$673K - $744K
|
1.14M
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
19.9K+ 131.43% |
$650K - $719K
|
35K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
18.7K+ 3.92% |
$613K - $678K
|
496K
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
15.6KNew |
$511K - $565K
|
15.6K
$586K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
15.3K+ 15.35% |
$500K - $553K
|
115K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.3K+ 57.81% |
$436K - $482K
|
36.3K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
13.3KNew |
$435K - $481K
|
13.3K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13KNew |
$424K - $469K
|
13K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5K+ 1.55% |
$375K - $415K
|
751K
$28.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.4KNew |
$374K - $414K
|
11.4K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
10.7K+ 9.45% |
$351K - $388K
|
124K
$4.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.6KNew |
$346K - $383K
|
10.6K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.5K+ 464.99% |
$342K - $378K
|
12.7K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 205.94% |
$342K - $378K
|
15.5K
$582K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10K+ 2.6% |
$329K - $364K
|
397K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.42K+ 3.38% |
$308K - $341K
|
288K
$10.8M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
9.02K+ 227.59% |
$295K - $327K
|
13K
$488K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
8.49KNew |
$278K - $307K
|
8.49K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.49K+ 43.97% |
$278K - $307K
|
27.8K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
7.52KNew |
$246K - $272K
|
7.52K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.48K+ 144.32% |
$245K - $271K
|
12.7K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.36KNew |
$241K - $266K
|
7.36K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.28KNew |
$238K - $263K
|
7.28K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.21K+ 11.47% |
$236K - $261K
|
70K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.15KNew |
$234K - $259K
|
7.15K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
7.13KNew |
$233K - $258K
|
7.13K
$268K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.07KNew |
$232K - $256K
|
7.07K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
6.72KNew |
$220K - $243K
|
6.72K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.69K+ 28.16% |
$219K - $242K
|
30.4K
$1.14M
|