Purchases and Sales Made in Q2 2024 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 27.41% |
$35.4M - $39M
|
5.28M
$180M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 27.41% |
$35.4M - $39M
|
5.28M
$180M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
771K+ 29.31% |
$24M - $26.5M
|
3.4M
$116M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
667K+ 13.1% |
$20.8M - $22.9M
|
5.75M
$196M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
454K+ 52.78% |
$14.2M - $15.6M
|
1.32M
$44.8M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
429K+ 15.93% |
$13.4M - $14.7M
|
3.12M
$106M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
320K+ 204.49% |
$9.95M - $11M
|
476K
$16.2M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
225K+ 44.95% |
$7M - $7.72M
|
725K
$24.7M
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
180K+ 2087.68% |
$5.61M - $6.18M
|
189K
$6.42M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
160K+ 5.36% |
$4.99M - $5.5M
|
3.15M
$107M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
113K+ 4.51% |
$3.53M - $3.89M
|
2.62M
$89.3M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
96.9KNew |
$3.02M - $3.33M
|
96.9K
$3.3M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79.6K+ 4.43% |
$2.48M - $2.73M
|
1.88M
$64M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
75KNew |
$2.34M - $2.58M
|
75K
$2.55M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
70K+ 26.84% |
$2.18M - $2.41M
|
331K
$11.3M
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
69.4K+ 4.27% |
$2.16M - $2.38M
|
1.69M
$57.7M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
64.2K+ 34.33% |
$2M - $2.21M
|
251K
$8.56M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
55.9K+ 451.75% |
$1.74M - $1.92M
|
68.3K
$2.33M
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
54.3KNew |
$1.69M - $1.87M
|
54.3K
$1.85M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.8K+ 3.1% |
$1.65M - $1.82M
|
1.76M
$59.9M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
43.9KNew |
$1.37M - $1.51M
|
43.9K
$1.49M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
43.1K+ 314.07% |
$1.34M - $1.48M
|
56.8K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
41.5K+ 196.53% |
$1.29M - $1.43M
|
62.7K
$2.14M
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
40.3K+ 3.85% |
$1.26M - $1.38M
|
1.09M
$37M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
39.8K+ 830.66% |
$1.24M - $1.37M
|
44.6K
$1.52M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
37.3K+ 44.16% |
$1.16M - $1.28M
|
122K
$4.15M
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
36.5KNew |
$1.14M - $1.26M
|
36.5K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.2K+ 17.01% |
$1.13M - $1.24M
|
249K
$8.48M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 20.4% |
$1.08M - $1.2M
|
206K
$7M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.1K+ 5.42% |
$999K - $1.1M
|
624K
$21.3M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.4K+ 17.41% |
$978K - $1.08M
|
212K
$7.22M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3K+ 56.18% |
$820K - $904K
|
73.2K
$2.49M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25.6K+ 19.18% |
$796K - $879K
|
159K
$5.41M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 11.34% |
$751K - $828K
|
237K
$8.06M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 2.12% |
$660K - $728K
|
1.02M
$34.7M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18.4KNew |
$574K - $633K
|
18.4K
$627K
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.9K+ 16.37% |
$557K - $614K
|
127K
$4.33M
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 44.29% |
$541K - $597K
|
56.6K
$1.93M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.3K+ 38.56% |
$539K - $595K
|
62.2K
$2.12M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
15.3K+ 34.49% |
$476K - $525K
|
59.5K
$2.03M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.7K+ 33.62% |
$457K - $504K
|
58.3K
$1.99M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 35.53% |
$435K - $480K
|
53.3K
$1.81M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 50.88% |
$429K - $474K
|
40.9K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.3K+ 16.93% |
$415K - $458K
|
92.2K
$3.14M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5KNew |
$358K - $395K
|
11.5K
$392K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
11.2KNew |
$349K - $385K
|
11.2K
$381K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.7KNew |
$332K - $366K
|
10.7K
$363K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.6KNew |
$331K - $365K
|
10.6K
$362K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.4KNew |
$323K - $356K
|
10.4K
$353K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
10.1KNew |
$316K - $349K
|
10.1K
$346K
|