Purchases and Sales Made in Q2 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
528K+ 32.14% |
$16M - $17.3M
|
2.17M
$76.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
364K+ 7.77% |
$11M - $11.9M
|
5.05M
$178M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
323K+ 671.3% |
$9.79M - $10.6M
|
371K
$13.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
223K+ 13.18% |
$6.77M - $7.33M
|
1.92M
$67.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
165KNew |
$5.01M - $5.42M
|
165K
$5.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
148K+ 1.03% |
$4.49M - $4.86M
|
14.6M
$512M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
148K+ 6.12% |
$4.47M - $4.84M
|
2.56M
$89.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
142K+ 9.55% |
$4.31M - $4.67M
|
1.63M
$57.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
127KNew |
$3.85M - $4.17M
|
127K
$4.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116K+ 16.67% |
$3.5M - $3.79M
|
809K
$28.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
73.7K+ 3.13% |
$2.23M - $2.42M
|
2.43M
$85.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
65.4K+ 8.34% |
$1.98M - $2.15M
|
850K
$29.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.3K+ 19.04% |
$1.98M - $2.14M
|
408K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
63.8K+ 4.76% |
$1.93M - $2.09M
|
1.4M
$49.4M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62.2K+ 225.01% |
$1.88M - $2.04M
|
89.8K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
52.2K+ 20.73% |
$1.58M - $1.71M
|
304K
$10.7M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
49.4KNew |
$1.5M - $1.62M
|
49.4K
$1.74M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
48.8K+ 10.59% |
$1.48M - $1.6M
|
510K
$17.9M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
48.2KNew |
$1.46M - $1.58M
|
48.2K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45.3KNew |
$1.37M - $1.49M
|
45.3K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
39.9K+ 7.41% |
$1.21M - $1.31M
|
579K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
39.6K+ 107.27% |
$1.2M - $1.3M
|
76.5K
$2.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
37.6K+ 5.62% |
$1.14M - $1.23M
|
706K
$24.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.9K+ 13.09% |
$1.09M - $1.18M
|
310K
$10.9M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35KNew |
$1.06M - $1.15M
|
35K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.3K+ 7.81% |
$950K - $1.03M
|
432K
$15.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
30.1K+ 0.63% |
$913K - $988K
|
4.8M
$169M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
29.9K+ 6.91% |
$906K - $981K
|
463K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.3K+ 115.45% |
$887K - $961K
|
54.7K
$1.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
27.9K+ 15.44% |
$845K - $915K
|
209K
$7.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4K+ 18.63% |
$800K - $867K
|
168K
$5.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25KNew |
$757K - $820K
|
25K
$879K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.6K+ 41.25% |
$744K - $806K
|
84.1K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
23.4K+ 28.49% |
$709K - $768K
|
106K
$3.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.7K+ 54.63% |
$687K - $744K
|
64.2K
$2.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.4K+ 41.52% |
$558K - $604K
|
62.7K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18.2KNew |
$550K - $596K
|
18.2K
$639K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 19.31% |
$542K - $587K
|
111K
$3.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
17.8K+ 4.95% |
$540K - $585K
|
378K
$13.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.8K+ 8.14% |
$538K - $583K
|
236K
$8.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1K+ 20.65% |
$517K - $560K
|
99.7K
$3.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.7KNew |
$476K - $515K
|
15.7K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.7K+ 97.8% |
$414K - $448K
|
27.6K
$972K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
13.1K+ 1.65% |
$397K - $429K
|
805K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.9K+ 182.02% |
$391K - $423K
|
20K
$703K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
12.8K+ 5.13% |
$388K - $421K
|
263K
$9.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12.6K+ 9.24% |
$381K - $413K
|
149K
$5.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.5K+ 22.53% |
$378K - $410K
|
67.9K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12.1K+ 8.3% |
$365K - $396K
|
157K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5K+ 7.0% |
$349K - $378K
|
176K
$6.19M
|