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 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
473+ 0.63% |
$15.5K - $17.1K
|
75.7K
$2.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
472+ 15.73% |
$15.5K - $17.1K
|
3.47K
$130K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
470+ 66.48% |
$15.4K - $17K
|
1.18K
$44.2K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
444+ 6.84% |
$14.5K - $16.1K
|
6.93K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
430+ 0.62% |
$14.1K - $15.6K
|
69.3K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
414+ 2.7% |
$13.6K - $15K
|
15.8K
$592K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
409+ 4.19% |
$13.4K - $14.8K
|
10.2K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
326+ 0.07% |
$10.7K - $11.8K
|
448K
$16.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
325+ 1.17% |
$10.6K - $11.8K
|
28.1K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
325+ 855.26% |
$10.6K - $11.8K
|
363
$13.6K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
304+ 2.23% |
$9.95K - $11K
|
13.9K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
290+ 5.38% |
$9.49K - $10.5K
|
5.68K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
286+ 4.44% |
$9.36K - $10.4K
|
6.73K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
284+ 18.21% |
$9.3K - $10.3K
|
1.84K
$69.3K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
280New |
$9.17K - $10.1K
|
280
$10.5K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
280+ 17.53% |
$9.17K - $10.1K
|
1.88K
$70.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
277+ 4.59% |
$9.07K - $10K
|
6.31K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
269+ 2.53% |
$8.81K - $9.74K
|
10.9K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
240+ 3.27% |
$7.86K - $8.69K
|
7.57K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
220+ 21.46% |
$7.2K - $7.96K
|
1.25K
$46.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
219+ 0.84% |
$7.17K - $7.93K
|
26.3K
$987K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
208New |
$6.81K - $7.53K
|
208
$7.81K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
192+ 2.63% |
$6.29K - $6.95K
|
7.48K
$281K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
189New |
$6.19K - $6.84K
|
189
$7.1K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
177+ 1.81% |
$5.79K - $6.41K
|
9.96K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
174+ 0.56% |
$5.7K - $6.3K
|
31.1K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
169+ 1.48% |
$5.53K - $6.12K
|
11.6K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
164+ 0.88% |
$5.37K - $5.94K
|
18.8K
$706K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
159+ 10.44% |
$5.21K - $5.76K
|
1.68K
$63.2K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
145New |
$4.75K - $5.25K
|
145
$5.45K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
140+ 1.06% |
$4.58K - $5.07K
|
13.3K
$501K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
103+ 1.26% |
$3.37K - $3.73K
|
8.27K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
98+ 1.22% |
$3.21K - $3.55K
|
8.13K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
98+ 5.25% |
$3.21K - $3.55K
|
1.96K
$73.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
94+ 1.63% |
$3.08K - $3.4K
|
5.86K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
81+ 2.15% |
$2.65K - $2.93K
|
3.85K
$145K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
80+ 0.25% |
$2.62K - $2.9K
|
32.3K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
66+ 0.88% |
$2.16K - $2.39K
|
7.6K
$285K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
64+ 69.57% |
$2.1K - $2.32K
|
156
$5.86K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
63+ 0.47% |
$2.06K - $2.28K
|
13.4K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
60+ 0.33% |
$1.96K - $2.17K
|
18K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51+ 0.64% |
$1.67K - $1.85K
|
7.97K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
40+ 12.82% |
$1.31K - $1.45K
|
352
$13.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
39New |
$1.28K - $1.41K
|
39
$1.47K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
33+ 0.45% |
$1.08K - $1.19K
|
7.43K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25New |
$819 - $905
|
25
$939
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 6.25% |
$786 - $869
|
408
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18+ 20.0% |
$589 - $652
|
108
$4.06K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
16+ 0.02% |
$524 - $579
|
98.8K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
15+ 0.03% |
$491 - $543
|
47K
$1.76M
|