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 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
270+ 3.01% |
$8.18K - $8.86K
|
9.23K
$325K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
250+ 2.19% |
$7.58K - $8.2K
|
11.7K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
250+ 3.87% |
$7.58K - $8.2K
|
6.7K
$236K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
225+ 2.24% |
$6.82K - $7.38K
|
10.3K
$362K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
224+ 20.92% |
$6.79K - $7.35K
|
1.3K
$45.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
218+ 1.7% |
$6.61K - $7.15K
|
13K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
218+ 3.19% |
$6.61K - $7.15K
|
7.06K
$248K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
209+ 6.35% |
$6.33K - $6.86K
|
3.5K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
203+ 1.73% |
$6.15K - $6.66K
|
11.9K
$419K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
189+ 2.88% |
$5.73K - $6.2K
|
6.74K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
175+ 2.1% |
$5.3K - $5.74K
|
8.49K
$299K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
170+ 0.61% |
$5.15K - $5.58K
|
27.9K
$982K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
149New |
$4.51K - $4.89K
|
149
$5.24K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
145+ 1.01% |
$4.39K - $4.76K
|
14.5K
$508K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
130+ 0.79% |
$3.94K - $4.27K
|
16.6K
$585K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
125+ 0.23% |
$3.79K - $4.1K
|
55K
$1.93M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
121+ 1.0% |
$3.67K - $3.97K
|
12.2K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
121+ 2.97% |
$3.67K - $3.97K
|
4.19K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
111New |
$3.36K - $3.64K
|
111
$3.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
109+ 0.21% |
$3.3K - $3.58K
|
52.8K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
105+ 7.46% |
$3.18K - $3.45K
|
1.51K
$53.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
103+ 5.66% |
$3.12K - $3.38K
|
1.92K
$67.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$3.03K - $3.28K
|
100
$3.52K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
93+ 0.67% |
$2.82K - $3.05K
|
14K
$493K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
92New |
$2.79K - $3.02K
|
92
$3.24K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
88+ 0.52% |
$2.67K - $2.89K
|
16.9K
$596K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
65+ 1.02% |
$1.97K - $2.13K
|
6.42K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
59+ 0.69% |
$1.79K - $1.94K
|
8.58K
$302K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
54+ 0.66% |
$1.64K - $1.77K
|
8.26K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 4.18% |
$1.55K - $1.67K
|
1.27K
$44.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
42+ 0.31% |
$1.27K - $1.38K
|
13.7K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
41+ 8.28% |
$1.24K - $1.35K
|
536
$18.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
40+ 0.32% |
$1.21K - $1.31K
|
12.4K
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
39New |
$1.18K - $1.28K
|
39
$1.37K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39New |
$1.18K - $1.28K
|
39
$1.37K
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
BUY
|
- |
37+ 0.44% |
$1.12K - $1.21K
|
8.52K
$300K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
32+ 0.24% |
$970 - $1.05K
|
13.6K
$480K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
31New |
$939 - $1.02K
|
31
$1.09K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
31+ 0.72% |
$939 - $1.02K
|
4.32K
$152K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18+ 0.43% |
$545 - $591
|
4.19K
$147K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
18+ 2.28% |
$545 - $591
|
806
$28.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16+ 0.26% |
$485 - $525
|
6.1K
$215K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
16+ 66.67% |
$485 - $525
|
40
$1.41K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 7.87% |
$424 - $459
|
192
$6.75K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.52% |
$364 - $394
|
2.34K
$82.4K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
11+ 2.77% |
$333 - $361
|
408
$14.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.72% |
$303 - $328
|
1.41K
$49.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 180.0% |
$273 - $295
|
14
$492
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9New |
$273 - $295
|
9
$317
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.42% |
$212 - $230
|
1.69K
$59.4K
|