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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.47K+ 134.87% |
$48K - $53.1K
|
2.55K
$95.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.44K+ 1.96% |
$47.1K - $52.1K
|
75K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.39K+ 1.31% |
$45.6K - $50.4K
|
107K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.33K+ 1255.66% |
$43.6K - $48.2K
|
1.44K
$54K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.3K+ 0.44% |
$42.7K - $47.2K
|
298K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 2.43% |
$41.6K - $46K
|
53.6K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.27K+ 11.33% |
$41.6K - $46K
|
12.5K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.25K+ 6.87% |
$40.9K - $45.3K
|
19.5K
$731K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.23K+ 14.98% |
$40.4K - $44.7K
|
9.47K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.17K+ 0.16% |
$38.1K - $42.2K
|
737K
$27.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.16K+ 7.56% |
$37.8K - $41.8K
|
16.5K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.15K+ 4.08% |
$37.6K - $41.5K
|
29.3K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.11K+ 12.17% |
$36.3K - $40.1K
|
10.2K
$384K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.11K+ 8.89% |
$36.2K - $40.1K
|
13.6K
$510K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$35.9K - $39.7K
|
1.1K
$41.2K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.06K+ 9.1% |
$34.7K - $38.3K
|
12.7K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 5.03% |
$34.2K - $37.8K
|
21.8K
$820K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 324.92% |
$33.3K - $36.8K
|
1.33K
$50K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1KNew |
$32.8K - $36.3K
|
1K
$37.7K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
972+ 15.44% |
$31.8K - $35.2K
|
7.27K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
934+ 5.79% |
$30.6K - $33.8K
|
17.1K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
899+ 9.06% |
$29.4K - $32.5K
|
10.8K
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
885+ 16.81% |
$29K - $32K
|
6.15K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
881+ 12.96% |
$28.8K - $31.9K
|
7.68K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
873+ 1.28% |
$28.6K - $31.6K
|
69.3K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
843+ 3.85% |
$27.6K - $30.5K
|
22.7K
$853K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
836+ 9.63% |
$27.4K - $30.3K
|
9.52K
$358K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
768+ 4.92% |
$25.1K - $27.8K
|
16.4K
$615K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
757New |
$24.8K - $27.4K
|
757
$28.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
754+ 4.26% |
$24.7K - $27.3K
|
18.4K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
751+ 0.38% |
$24.6K - $27.2K
|
197K
$7.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
749+ 6.6% |
$24.5K - $27.1K
|
12.1K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
705+ 1.99% |
$23.1K - $25.5K
|
36.2K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
677+ 2.44% |
$22.2K - $24.5K
|
28.4K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
671+ 1.74% |
$22K - $24.3K
|
39.3K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
661+ 4.66% |
$21.6K - $23.9K
|
14.8K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
641+ 9.3% |
$21K - $23.2K
|
7.53K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
594+ 4.47% |
$19.4K - $21.5K
|
13.9K
$522K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
588+ 4.99% |
$19.3K - $21.3K
|
12.4K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
576+ 1.53% |
$18.9K - $20.9K
|
38.1K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
556+ 0.5% |
$18.2K - $20.1K
|
113K
$4.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
553+ 2.76% |
$18.1K - $20K
|
20.6K
$774K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
533+ 0.47% |
$17.5K - $19.3K
|
114K
$4.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
531+ 3.35% |
$17.4K - $19.2K
|
16.4K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
531+ 1.15% |
$17.4K - $19.2K
|
46.6K
$1.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
529+ 8.68% |
$17.3K - $19.1K
|
6.62K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
527+ 1.52% |
$17.3K - $19.1K
|
35.1K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
504+ 4.06% |
$16.5K - $18.2K
|
12.9K
$486K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
492+ 2.51% |
$16.1K - $17.8K
|
20.1K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
491+ 4.1% |
$16.1K - $17.8K
|
12.5K
$469K
|