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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.1K+ 5.85% |
$33.2K - $35.9K
|
19.8K
$697K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.06K+ 9.0% |
$32.1K - $34.8K
|
12.8K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.06K+ 13.74% |
$32.1K - $34.7K
|
8.77K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.04K+ 9.81% |
$31.5K - $34.1K
|
11.6K
$409K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.02K+ 14.89% |
$31K - $33.6K
|
7.9K
$278K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.01K+ 2.9% |
$30.7K - $33.2K
|
35.9K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
991+ 1.11% |
$30K - $32.5K
|
89.9K
$3.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
990+ 5.99% |
$30K - $32.5K
|
17.5K
$616K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
986+ 1.1% |
$29.9K - $32.4K
|
90.4K
$3.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
966+ 2.79% |
$29.3K - $31.7K
|
35.5K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
905+ 7.86% |
$27.4K - $29.7K
|
12.4K
$437K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
858+ 11.76% |
$26K - $28.2K
|
8.16K
$287K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
803+ 6.55% |
$24.3K - $26.3K
|
13.1K
$459K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
791+ 2.45% |
$24K - $26K
|
33K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
746+ 11.01% |
$22.6K - $24.5K
|
7.52K
$265K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
741+ 7.47% |
$22.5K - $24.3K
|
10.7K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
739+ 3.13% |
$22.4K - $24.2K
|
24.4K
$857K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
724+ 2.58% |
$21.9K - $23.8K
|
28.8K
$1.01M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
698New |
$21.1K - $22.9K
|
698
$24.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
686+ 7.27% |
$20.8K - $22.5K
|
10.1K
$356K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
665+ 2.86% |
$20.1K - $21.8K
|
23.9K
$841K
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
632+ 0.94% |
$19.1K - $20.7K
|
67.6K
$2.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
596New |
$18.1K - $19.6K
|
596
$21K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
587+ 11.16% |
$17.8K - $19.3K
|
5.85K
$206K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
576New |
$17.5K - $18.9K
|
576
$20.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
564+ 1.77% |
$17.1K - $18.5K
|
32.5K
$1.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
550+ 1.99% |
$16.7K - $18K
|
28.2K
$993K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
530+ 43.16% |
$16.1K - $17.4K
|
1.76K
$61.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
525+ 4.33% |
$15.9K - $17.2K
|
12.7K
$445K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
524+ 0.32% |
$15.9K - $17.2K
|
165K
$5.79M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
524+ 0.32% |
$15.9K - $17.2K
|
165K
$5.79M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
516New |
$15.6K - $16.9K
|
516
$18.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
500+ 2.05% |
$15.2K - $16.4K
|
24.9K
$874K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
448+ 2.69% |
$13.6K - $14.7K
|
17.1K
$602K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
422+ 4.54% |
$12.8K - $13.8K
|
9.72K
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
410+ 13.11% |
$12.4K - $13.5K
|
3.54K
$124K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
406+ 20.92% |
$12.3K - $13.3K
|
2.35K
$82.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
395+ 5.82% |
$12K - $13K
|
7.18K
$252K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
359+ 20.85% |
$10.9K - $11.8K
|
2.08K
$73.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
355+ 2.71% |
$10.8K - $11.6K
|
13.5K
$473K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
345+ 2.7% |
$10.5K - $11.3K
|
13.1K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
344+ 52.52% |
$10.4K - $11.3K
|
999
$35.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
326+ 1.13% |
$9.88K - $10.7K
|
29.2K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
322+ 4.11% |
$9.76K - $10.6K
|
8.16K
$287K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
304+ 1.05% |
$9.21K - $9.97K
|
29.3K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
300+ 0.83% |
$9.09K - $9.84K
|
36.6K
$1.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
298+ 0.98% |
$9.03K - $9.78K
|
30.8K
$1.08M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
287+ 2.95% |
$8.7K - $9.42K
|
10K
$352K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
287New |
$8.7K - $9.42K
|
287
$10.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
287+ 4.37% |
$8.7K - $9.42K
|
6.86K
$241K
|