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 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.62KNew |
$217K - $240K
|
6.62K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.52K+ 10.33% |
$213K - $236K
|
69.6K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.45KNew |
$211K - $234K
|
6.45K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.41K+ 99.75% |
$210K - $232K
|
12.8K
$482K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
6.04KNew |
$198K - $219K
|
6.04K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.96KNew |
$195K - $216K
|
5.96K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.92KNew |
$194K - $214K
|
5.92K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.85KNew |
$192K - $212K
|
5.85K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 2.0% |
$188K - $208K
|
293K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.71K+ 39.68% |
$187K - $207K
|
20.1K
$755K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.52KNew |
$181K - $200K
|
5.52K
$208K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.26K+ 3.41% |
$172K - $190K
|
160K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
4.57K+ 13.72% |
$150K - $165K
|
37.9K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.55K+ 11.12% |
$149K - $165K
|
45.5K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.45K+ 8.32% |
$146K - $161K
|
57.9K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.3KNew |
$141K - $156K
|
4.3K
$162K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.07K+ 15.6% |
$133K - $147K
|
30.2K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.06K+ 4.83% |
$133K - $147K
|
88K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.95K+ 20.92% |
$129K - $143K
|
22.8K
$858K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.92K+ 9.98% |
$128K - $142K
|
43.2K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.69K+ 8.43% |
$121K - $134K
|
47.5K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.59K+ 13.01% |
$118K - $130K
|
31.2K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.51KNew |
$115K - $127K
|
3.51K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.51KNew |
$115K - $127K
|
3.51K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.51K+ 68.58% |
$115K - $127K
|
8.62K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.49KNew |
$114K - $126K
|
3.49K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.43K+ 0.93% |
$112K - $124K
|
371K
$14M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.37K+ 2.26% |
$110K - $122K
|
152K
$5.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.32K+ 28.39% |
$109K - $120K
|
15K
$565K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89K+ 3.81% |
$94.6K - $105K
|
78.7K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.76K+ 25.09% |
$90.5K - $100K
|
13.8K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.76KNew |
$90.2K - $99.8K
|
2.76K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.73K+ 5.22% |
$89.2K - $98.6K
|
54.9K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.63K+ 20.47% |
$86.1K - $95.2K
|
15.5K
$582K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.61K+ 1.82% |
$85.4K - $94.4K
|
146K
$5.47M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.61KNew |
$85.3K - $94.3K
|
2.61K
$97.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.44K+ 11.05% |
$80K - $88.4K
|
24.5K
$922K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.14K+ 4.27% |
$70.2K - $77.6K
|
52.3K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.12K+ 2.39% |
$69.5K - $76.9K
|
90.9K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.11K+ 3.49% |
$69.1K - $76.4K
|
62.5K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 51.9% |
$66.3K - $73.3K
|
5.93K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.97K+ 29.23% |
$64.5K - $71.3K
|
8.71K
$327K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.95K+ 27857.14% |
$63.8K - $70.6K
|
1.96K
$73.5K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.93K+ 8.28% |
$63.1K - $69.8K
|
25.2K
$946K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.87K+ 20.09% |
$61.1K - $67.5K
|
11.2K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.81K+ 8.07% |
$59.4K - $65.7K
|
24.3K
$913K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.75K+ 1.61% |
$57.2K - $63.2K
|
110K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 10.4% |
$56K - $61.9K
|
18.1K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.56K+ 4.76% |
$50.9K - $56.3K
|
34.2K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.47K+ 5.42% |
$48.1K - $53.1K
|
28.5K
$1.07M
|