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 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-1.32K- 3.52% |
$43.2K - $47.7K
|
36.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.41K- 0.08% |
$46.3K - $51.2K
|
1.68M
$63M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.42K- 4.25% |
$46.5K - $51.4K
|
32K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-1.45K- 5.24% |
$47.5K - $52.6K
|
26.3K
$987K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.46K- 17.13% |
$47.8K - $52.9K
|
7.07K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 12.35% |
$49.8K - $55.1K
|
10.8K
$406K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.54K- 9.46% |
$50.4K - $55.7K
|
14.7K
$554K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.57K- 2.24% |
$51.4K - $56.9K
|
68.7K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.57K- 4.44% |
$51.5K - $56.9K
|
33.9K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.59K- 3.22% |
$52K - $57.5K
|
47.7K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.6K- 11.99% |
$52.4K - $57.9K
|
11.7K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.65K- 10.04% |
$54K - $59.7K
|
14.8K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.68K- 21.22% |
$55K - $60.8K
|
6.23K
$234K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.68K- 9.4% |
$55K - $60.8K
|
16.2K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 15.61% |
$56.8K - $62.8K
|
9.38K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.8K- 12.65% |
$58.9K - $65.1K
|
12.4K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.9K- 97.14% |
$62.2K - $68.8K
|
56
$2.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.9K- 8.63% |
$62.3K - $68.9K
|
20.2K
$758K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.92K- 17.79% |
$62.7K - $69.3K
|
8.85K
$333K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.94K- 16.83% |
$63.5K - $70.3K
|
9.59K
$360K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.95K- 10.54% |
$63.8K - $70.6K
|
16.5K
$621K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2K- 12.49% |
$65.5K - $72.5K
|
14K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.01K- 12.04% |
$65.6K - $72.6K
|
14.6K
$550K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.02K- 18.1% |
$66.1K - $73.1K
|
9.14K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.05K- 1.16% |
$67.2K - $74.3K
|
175K
$6.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.06K- 6.69% |
$67.4K - $74.6K
|
28.7K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.09K- 8.08% |
$68.5K - $75.7K
|
23.8K
$894K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.09K- 10.3% |
$68.5K - $75.7K
|
18.2K
$684K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.15K- 20.72% |
$70.3K - $77.8K
|
8.22K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-2.23K- 27.53% |
$72.9K - $80.7K
|
5.87K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.25K- 6.24% |
$73.7K - $81.5K
|
33.8K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.26K- 3.82% |
$74.1K - $82K
|
57K
$2.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.29K- 9.63% |
$75K - $83K
|
21.5K
$808K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.31K- 23.01% |
$75.5K - $83.5K
|
7.72K
$290K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.32K- 8.34% |
$75.9K - $83.9K
|
25.5K
$957K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.33K- 7.88% |
$76.3K - $84.4K
|
27.3K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.34K- 12.76% |
$76.5K - $84.6K
|
16K
$601K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.39K- 12.33% |
$78.4K - $86.7K
|
17K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.45K- 0.68% |
$80.1K - $88.6K
|
355K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.48K- 20.67% |
$81K - $89.6K
|
9.5K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.58K- 6.98% |
$84.5K - $93.5K
|
34.4K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.6K- 17.21% |
$85.1K - $94K
|
12.5K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.63K- 1.51% |
$86K - $95.1K
|
171K
$6.42M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.69K- 4.76% |
$88.1K - $97.5K
|
53.9K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.7K- 2.63% |
$88.4K - $97.8K
|
99.8K
$3.75M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.72K- 21.05% |
$89K - $98.4K
|
10.2K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.83K- 6.4% |
$92.5K - $102K
|
41.3K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.83K- 19.25% |
$92.6K - $102K
|
11.9K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.86K- 3.35% |
$93.5K - $103K
|
82.3K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.96K- 1.17% |
$97K - $107K
|
250K
$9.39M
|