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 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-235- 1.48% |
$7.69K - $8.51K
|
15.7K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-245- 2.96% |
$8.02K - $8.87K
|
8.02K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-245- 36.35% |
$8.02K - $8.87K
|
429
$16.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-247- 3.52% |
$8.09K - $8.94K
|
6.77K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-295- 1.81% |
$9.66K - $10.7K
|
16K
$601K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-360- 30.59% |
$11.8K - $13K
|
817
$30.7K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-363- 2.24% |
$11.9K - $13.1K
|
15.9K
$596K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-379- 1.91% |
$12.4K - $13.7K
|
19.5K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-380- 0.25% |
$12.4K - $13.8K
|
151K
$5.68M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-384- 5.8% |
$12.6K - $13.9K
|
6.24K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-388- 2.54% |
$12.7K - $14K
|
14.9K
$560K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-389- 8.4% |
$12.7K - $14.1K
|
4.24K
$159K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-407- 1.16% |
$13.3K - $14.7K
|
34.5K
$1.3M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-411- 40.73% |
$13.5K - $14.9K
|
598
$22.5K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-433- 4.89% |
$14.2K - $15.7K
|
8.41K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-443- 1.17% |
$14.5K - $16K
|
37.3K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-448- 9.04% |
$14.7K - $16.2K
|
4.51K
$169K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-454- 2.19% |
$14.9K - $16.4K
|
20.3K
$762K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-475- 2.54% |
$15.6K - $17.2K
|
18.2K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-493- 6.73% |
$16.1K - $17.8K
|
6.83K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-505- 0.87% |
$16.5K - $18.3K
|
57.4K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-507- 5.74% |
$16.6K - $18.4K
|
8.33K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-538- 8.36% |
$17.6K - $19.5K
|
5.9K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-557- 4.81% |
$18.2K - $20.2K
|
11K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-558- 1.18% |
$18.3K - $20.2K
|
46.7K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-563- 7.08% |
$18.4K - $20.4K
|
7.38K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-588- 7.36% |
$19.3K - $21.3K
|
7.4K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-597- 2.63% |
$19.5K - $21.6K
|
22.1K
$830K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-631- 1.23% |
$20.7K - $22.8K
|
50.6K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-648- 3.47% |
$21.2K - $23.5K
|
18K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-649- 15.34% |
$21.2K - $23.5K
|
3.58K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-654- 2.11% |
$21.4K - $23.7K
|
30.4K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-702- 1.89% |
$23K - $25.4K
|
36.4K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-748- 3.11% |
$24.5K - $27.1K
|
23.3K
$874K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-781- 5.26% |
$25.6K - $28.3K
|
14.1K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-782- 0.88% |
$25.6K - $28.3K
|
87.6K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-783- 10.63% |
$25.6K - $28.3K
|
6.58K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-807- 9.6% |
$26.4K - $29.2K
|
7.6K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-822- 5.73% |
$26.9K - $29.8K
|
13.5K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-826- 1.53% |
$27K - $29.9K
|
53K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-948- 2.16% |
$31K - $34.3K
|
42.9K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.04K- 11.27% |
$34K - $37.6K
|
8.18K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-1.05K- 11.22% |
$34.2K - $37.9K
|
8.28K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.2K- 33.94% |
$39.2K - $43.3K
|
2.33K
$87.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.2K- 3.13% |
$39.3K - $43.4K
|
37.1K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.21K- 93.48% |
$39.5K - $43.6K
|
84
$3.16K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.22K- 10.66% |
$40K - $44.2K
|
10.2K
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.28K- 49.98% |
$41.8K - $46.2K
|
1.28K
$48K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.28K- 57.72% |
$42K - $46.4K
|
939
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 10.5% |
$43.2K - $47.7K
|
11.2K
$422K
|