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 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.01K- 13.0% |
$98.4K - $109K
|
20.1K
$756K
|
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-3.07K- 34.29% |
$100K - $111K
|
5.87K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.15K- 8.86% |
$103K - $114K
|
32.4K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.53K- 5.3% |
$116K - $128K
|
63K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.53K- 14.48% |
$116K - $128K
|
20.9K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.71K- 9.88% |
$122K - $134K
|
33.9K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.72K- 2.89% |
$122K - $135K
|
125K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.88K- 1.94% |
$127K - $141K
|
196K
$7.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.97K- 32.38% |
$130K - $144K
|
8.29K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.13K- 3.02% |
$135K - $150K
|
132K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.49K- 14.91% |
$147K - $162K
|
25.6K
$961K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.56K- 19.54% |
$149K - $165K
|
18.8K
$705K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.64K- 10.93% |
$152K - $168K
|
37.8K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.8K- 7.99% |
$157K - $174K
|
55.3K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.87K- 8.92% |
$159K - $176K
|
49.7K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.13K- 16.42% |
$168K - $186K
|
26.1K
$982K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-5.65K- 25.93% |
$185K - $204K
|
16.1K
$606K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-5.78K- 0.48% |
$189K - $209K
|
1.19M
$44.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.32K- 16.77% |
$207K - $229K
|
31.4K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.38K- 8.56% |
$209K - $231K
|
68.1K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.39K- 11.94% |
$209K - $231K
|
47.1K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.84K- 1.02% |
$224K - $247K
|
663K
$24.9M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.24K- 16.8% |
$237K - $262K
|
35.8K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.28K- 8.69% |
$238K - $264K
|
76.5K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-7.7K- 4.84% |
$252K - $279K
|
151K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-7.83K- 41.2% |
$256K - $284K
|
11.2K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-7.89K- 56.91% |
$258K - $286K
|
5.98K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.04K- 17.43% |
$263K - $291K
|
38.1K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.27K- 21.13% |
$271K - $299K
|
30.9K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.61K- 15.41% |
$282K - $312K
|
47.3K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.55K- 16.69% |
$313K - $346K
|
47.7K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.71K- 16.73% |
$318K - $352K
|
48.3K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.92K- 9.73% |
$325K - $359K
|
92K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.4K- 7.81% |
$373K - $413K
|
135K
$5.05M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-11.4K- 41.26% |
$374K - $413K
|
16.2K
$610K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-12K- 38.39% |
$392K - $433K
|
19.2K
$721K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12K- 18.26% |
$393K - $434K
|
53.7K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-13.7K- 95.98% |
$450K - $497K
|
575
$21.6K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.8K- 4.09% |
$451K - $498K
|
323K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-14K- 34.25% |
$458K - $507K
|
26.9K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-16.3K- 28.07% |
$533K - $589K
|
41.7K
$1.57M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.6K- 39.19% |
$544K - $601K
|
25.8K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.7K- 19.08% |
$547K - $605K
|
70.9K
$2.66M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.8K- 54.82% |
$551K - $610K
|
13.9K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.8KClosed |
$582K - $643K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-17.9K- 7.1% |
$585K - $647K
|
234K
$8.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 30.02% |
$632K - $699K
|
45K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-19.5K- 56.34% |
$638K - $706K
|
15.1K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-23K- 23.01% |
$751K - $831K
|
76.8K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.2K- 34.19% |
$793K - $877K
|
46.6K
$1.75M
|