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
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.28K+ 2.36% |
$99.3K - $108K
|
142K
$5.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.23K+ 5.68% |
$97.7K - $106K
|
60K
$2.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
3.14K+ 6.93% |
$95.1K - $103K
|
48.5K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.14K+ 41.64% |
$95.1K - $103K
|
10.7K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.94K+ 4.4% |
$89.2K - $96.6K
|
69.9K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.8K+ 0.49% |
$85K - $92K
|
581K
$20.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.76K+ 0.37% |
$83.6K - $90.6K
|
757K
$26.6M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 9.36% |
$83K - $89.9K
|
32K
$1.13M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 9.36% |
$83K - $89.9K
|
32K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
2.73K+ 32.89% |
$82.6K - $89.5K
|
11K
$388K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.7K+ 5.55% |
$81.7K - $88.5K
|
51.3K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.67K+ 711.73% |
$80.9K - $87.6K
|
3.04K
$107K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
2.5K+ 8.56% |
$75.6K - $81.9K
|
31.6K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.41K+ 9.89% |
$73K - $79K
|
26.8K
$941K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.38K+ 3.42% |
$72.2K - $78.2K
|
72K
$2.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.27K+ 10.55% |
$68.9K - $74.6K
|
23.8K
$837K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.26K+ 4.8% |
$68.5K - $74.2K
|
49.4K
$1.74M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.25K+ 9.13% |
$68.2K - $73.8K
|
26.9K
$946K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.22K+ 23.36% |
$67.4K - $72.9K
|
11.7K
$413K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.19K+ 11.08% |
$66.4K - $71.9K
|
22K
$772K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.19K+ 27.22% |
$66.3K - $71.8K
|
10.2K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.08K+ 17.99% |
$62.9K - $68.1K
|
13.6K
$479K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.06K+ 3.12% |
$62.3K - $67.5K
|
68.1K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.04K+ 36.99% |
$61.8K - $66.9K
|
7.55K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.02K+ 0.61% |
$61.2K - $66.3K
|
331K
$11.6M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2K+ 9.78% |
$60.6K - $65.6K
|
22.5K
$790K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.96K+ 4.93% |
$59.2K - $64.1K
|
41.6K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.95K+ 11.52% |
$59.1K - $64K
|
18.9K
$664K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.95K+ 24.1% |
$59K - $63.9K
|
10K
$353K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.93K+ 13.88% |
$58.4K - $63.3K
|
15.8K
$557K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.84K+ 13.42% |
$55.7K - $60.3K
|
15.5K
$546K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.83K+ 4.43% |
$55.3K - $59.9K
|
43K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.73K+ 20.82% |
$52.4K - $56.8K
|
10K
$353K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.65K+ 10.15% |
$49.9K - $54K
|
17.9K
$628K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.55K+ 8.31% |
$46.8K - $50.7K
|
20.2K
$709K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.5K+ 10.32% |
$45.4K - $49.1K
|
16K
$563K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.47K+ 18.13% |
$44.7K - $48.4K
|
9.6K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.45K+ 31.06% |
$44K - $47.7K
|
6.13K
$216K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.38K+ 4.17% |
$41.8K - $45.2K
|
34.5K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.37K+ 9.31% |
$41.5K - $44.9K
|
16.1K
$566K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.36K+ 20.46% |
$41.2K - $44.6K
|
8K
$281K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.29K+ 5.37% |
$39.1K - $42.3K
|
25.3K
$890K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.28K+ 7.53% |
$38.8K - $42.1K
|
18.3K
$644K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.26K+ 6.65% |
$38.1K - $41.2K
|
20.1K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 0.26% |
$37.3K - $40.4K
|
476K
$16.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 7.77% |
$35.8K - $38.8K
|
16.4K
$577K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.17K+ 10.01% |
$35.4K - $38.3K
|
12.8K
$451K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.14K+ 9.46% |
$34.4K - $37.2K
|
13.1K
$462K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.14K+ 9.46% |
$34.4K - $37.2K
|
13.1K
$462K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
1.1K+ 12.41% |
$33.3K - $36K
|
9.95K
$350K
|