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 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.02K- 2.26% |
$61.3K - $66.3K
|
87.3K
$3.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.03K- 1.69% |
$61.4K - $66.5K
|
118K
$4.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.06K- 13.97% |
$62.5K - $67.7K
|
12.7K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.1K- 10.37% |
$63.5K - $68.7K
|
18.1K
$637K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.15K- 4.31% |
$65.2K - $70.6K
|
47.8K
$1.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.17K- 44.07% |
$65.8K - $71.2K
|
2.75K
$96.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.18K- 19.19% |
$66K - $71.4K
|
9.17K
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.27K- 14.03% |
$68.7K - $74.4K
|
13.9K
$489K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.43K- 1.73% |
$73.7K - $79.8K
|
138K
$4.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.51K- 39.43% |
$76.1K - $82.4K
|
3.86K
$136K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.6K- 9.61% |
$78.9K - $85.4K
|
24.5K
$861K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.79K- 13.21% |
$84.4K - $91.4K
|
18.3K
$644K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.92K- 23.7% |
$88.5K - $95.9K
|
9.41K
$331K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.94K- 7.87% |
$89.1K - $96.5K
|
34.4K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.94K- 7.87% |
$89.1K - $96.5K
|
34.4K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3K- 14.4% |
$90.8K - $98.4K
|
17.8K
$627K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.04K- 17.74% |
$92.1K - $99.7K
|
14.1K
$495K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.21K- 7.71% |
$97.1K - $105K
|
38.4K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.23K- 23.16% |
$97.8K - $106K
|
10.7K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.46K- 23.02% |
$105K - $113K
|
11.6K
$407K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.59K- 24.38% |
$109K - $118K
|
11.1K
$392K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.65K- 8.38% |
$111K - $120K
|
39.9K
$1.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.98K- 18.02% |
$120K - $130K
|
18.1K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.01K- 2.24% |
$121K - $131K
|
175K
$6.16M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.01K- 28.34% |
$122K - $132K
|
10.1K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.13K- 4.76% |
$125K - $135K
|
82.6K
$2.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-4.22K- 10.04% |
$128K - $139K
|
37.8K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-4.81K- 27.88% |
$146K - $158K
|
12.4K
$438K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.97K- 98.38% |
$150K - $163K
|
82
$2.88K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.19K- 12.79% |
$157K - $170K
|
35.4K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.22K- 11.51% |
$158K - $171K
|
40.1K
$1.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.05K- 46.21% |
$183K - $199K
|
7.04K
$248K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.37K- 19.24% |
$193K - $209K
|
26.7K
$941K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6.53K- 22.5% |
$198K - $214K
|
22.5K
$791K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.96K- 18.52% |
$211K - $228K
|
30.6K
$1.08M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.25K- 22.02% |
$220K - $238K
|
25.7K
$903K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7.62K- 37.34% |
$231K - $250K
|
12.8K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.68K- 31.64% |
$233K - $252K
|
16.6K
$583K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-8.66K- 34.48% |
$262K - $284K
|
16.5K
$579K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.97K- 21.61% |
$272K - $294K
|
32.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.6K- 9.88% |
$291K - $315K
|
87.6K
$3.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-9.85K- 6.58% |
$299K - $323K
|
140K
$4.92M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-10K- 3.5% |
$303K - $329K
|
276K
$9.72M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10.2K- 14.65% |
$308K - $333K
|
59.2K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.2K- 29.64% |
$309K - $335K
|
24.2K
$852K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.3K- 13.88% |
$312K - $338K
|
63.9K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 23.73% |
$318K - $344K
|
33.7K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.2K- 0.72% |
$338K - $366K
|
1.54M
$54.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 9.2% |
$340K - $368K
|
111K
$3.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.7K- 46.03% |
$355K - $384K
|
13.7K
$482K
|