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
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.07% |
$182 - $197
|
8.3K
$292K
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
5+ 0.05% |
$152 - $164
|
10.3K
$364K
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
5+ 0.02% |
$152 - $164
|
23.3K
$820K
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.49% |
$90.9 - $98.4
|
618
$21.7K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.22% |
$90.9 - $98.4
|
1.38K
$48.6K
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 4.76% |
$90.9 - $98.4
|
66
$2.32K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.72% |
$90.9 - $98.4
|
417
$14.7K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2New |
$60.6 - $65.6
|
2
$70.3
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.3% |
$30.3 - $32.8
|
339
$11.9K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4- 0.05% |
$121 - $131
|
8.63K
$304K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.82% |
$273 - $295
|
1.09K
$38.3K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9- 2.89% |
$273 - $295
|
302
$10.6K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 1.71% |
$333 - $361
|
632
$22.2K
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-11- 0.13% |
$333 - $361
|
8.22K
$289K
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-30- 0.19% |
$909 - $984
|
15.7K
$554K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-32- 0.25% |
$970 - $1.05K
|
12.8K
$449K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-54- 11.69% |
$1.64K - $1.77K
|
408
$14.3K
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-58- 0.83% |
$1.76K - $1.9K
|
6.89K
$242K
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-61- 0.17% |
$1.85K - $2K
|
36K
$1.26M
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-69- 1.41% |
$2.09K - $2.26K
|
4.83K
$170K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-89- 76.72% |
$2.7K - $2.92K
|
27
$950
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-91- 48.4% |
$2.76K - $2.99K
|
97
$3.41K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-98- 8.77% |
$2.97K - $3.22K
|
1.02K
$35.8K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-121- 2.25% |
$3.67K - $3.97K
|
5.27K
$185K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-133- 5.24% |
$4.03K - $4.36K
|
2.4K
$84.5K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-152- 1.21% |
$4.61K - $4.99K
|
12.4K
$435K
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-160- 1.04% |
$4.85K - $5.25K
|
15.2K
$534K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-169- 0.74% |
$5.12K - $5.54K
|
22.6K
$795K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-178- 40.18% |
$5.39K - $5.84K
|
265
$9.32K
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-187- 17.38% |
$5.67K - $6.14K
|
889
$31.3K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-235- 0.42% |
$7.12K - $7.71K
|
55.6K
$1.95M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-235- 30.8% |
$7.12K - $7.71K
|
528
$18.6K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-280- 0.26% |
$8.48K - $9.19K
|
106K
$3.73M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-290- 3.33% |
$8.79K - $9.51K
|
8.41K
$296K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-290- 4.79% |
$8.79K - $9.51K
|
5.77K
$203K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-298- 2.25% |
$9.03K - $9.78K
|
12.9K
$455K
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-337- 2.34% |
$10.2K - $11.1K
|
14.1K
$495K
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-385- 2.54% |
$11.7K - $12.6K
|
14.8K
$520K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-408- 4.74% |
$12.4K - $13.4K
|
8.2K
$288K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-410- 28.28% |
$12.4K - $13.5K
|
1.04K
$36.6K
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-436- 0.77% |
$13.2K - $14.3K
|
56.3K
$1.98M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-442- 2.0% |
$13.4K - $14.5K
|
21.6K
$761K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-443- 1.02% |
$13.4K - $14.5K
|
43.1K
$1.52M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-450- 2.29% |
$13.6K - $14.8K
|
19.2K
$676K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-454- 0.86% |
$13.8K - $14.9K
|
52.3K
$1.84M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-458- 1.35% |
$13.9K - $15K
|
33.5K
$1.18M
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-460- 7.82% |
$13.9K - $15.1K
|
5.42K
$191K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-465- 41.93% |
$14.1K - $15.3K
|
644
$22.6K
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 25.0% |
$15.2K - $16.4K
|
1.5K
$52.8K
|