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 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 0.2% |
$426 - $471
|
6.43K
$241K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.07% |
$327 - $362
|
15.2K
$572K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
9+ 2.33% |
$295 - $326
|
395
$14.8K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 0.5% |
$295 - $326
|
1.8K
$67.5K
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
9+ 0.03% |
$295 - $326
|
30.1K
$1.13M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8+ 0.05% |
$262 - $290
|
14.9K
$560K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 3.35% |
$229 - $253
|
216
$8.12K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4+ 0.24% |
$131 - $145
|
1.65K
$61.8K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.01% |
$65.5 - $72.4
|
16.7K
$627K
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$32.7 - $36.2
|
1.23K
$46.3K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.18% |
$32.7 - $36.2
|
568
$21.3K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.26% |
$32.7 - $36.2
|
385
$14.5K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$32.7 - $36.2
|
1
$37.6
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1- 0.01% |
$32.7 - $36.2
|
10.5K
$394K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6- 2.87% |
$196 - $217
|
203
$7.63K
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.12% |
$262 - $290
|
6.74K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12- 12.24% |
$393 - $434
|
86
$3.23K
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.1% |
$458 - $507
|
13.5K
$506K
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-16- 0.15% |
$524 - $579
|
10.9K
$409K
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 0.19% |
$557 - $615
|
8.89K
$334K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-23- 5.29% |
$753 - $833
|
412
$15.5K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-23- 1.94% |
$753 - $833
|
1.16K
$43.6K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25- 0.24% |
$819 - $905
|
10.3K
$386K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 0.29% |
$819 - $905
|
8.69K
$326K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.26% |
$884 - $977
|
2.11K
$79.2K
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-45- 0.7% |
$1.47K - $1.63K
|
6.4K
$240K
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-45- 2.31% |
$1.47K - $1.63K
|
1.9K
$71.5K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 2.23% |
$1.57K - $1.74K
|
2.1K
$79K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-49- 1.47% |
$1.6K - $1.77K
|
3.29K
$124K
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-52- 0.8% |
$1.7K - $1.88K
|
6.45K
$242K
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-57- 0.65% |
$1.87K - $2.06K
|
8.74K
$329K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-61- 0.91% |
$2K - $2.21K
|
6.66K
$250K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-63- 9.43% |
$2.06K - $2.28K
|
605
$22.7K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-73- 6.45% |
$2.39K - $2.64K
|
1.06K
$39.8K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-73- 1.86% |
$2.39K - $2.64K
|
3.85K
$145K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-77- 3.89% |
$2.52K - $2.79K
|
1.9K
$71.5K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-89- 1.82% |
$2.91K - $3.22K
|
4.8K
$180K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-103- 1.12% |
$3.37K - $3.73K
|
9.09K
$341K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-111- 1.83% |
$3.63K - $4.02K
|
5.97K
$224K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-123- 17.25% |
$4.03K - $4.45K
|
590
$22.2K
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-129- 1.48% |
$4.22K - $4.67K
|
8.59K
$323K
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-141- 1.43% |
$4.62K - $5.1K
|
9.69K
$364K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-150- 0.66% |
$4.91K - $5.43K
|
22.6K
$848K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-151- 0.25% |
$4.94K - $5.47K
|
60.3K
$2.26M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-160- 1.06% |
$5.24K - $5.79K
|
14.9K
$561K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-175- 1.59% |
$5.73K - $6.34K
|
10.8K
$407K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-185- 2.18% |
$6.06K - $6.7K
|
8.31K
$312K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-201- 17.51% |
$6.58K - $7.28K
|
947
$35.6K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-205- 3.02% |
$6.71K - $7.42K
|
6.58K
$247K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-218- 1.18% |
$7.14K - $7.89K
|
18.2K
$683K
|