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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.1K+ 28.15% |
$314K - $346K
|
45.9K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10KNew |
$313K - $345K
|
10K
$345K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10KNew |
$311K - $344K
|
10K
$343K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.74KNew |
$303K - $335K
|
9.74K
$334K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.73K+ 41.0% |
$303K - $334K
|
33.5K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.68K+ 34.73% |
$301K - $333K
|
37.6K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.66KNew |
$301K - $332K
|
9.66K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.47K+ 44.85% |
$295K - $325K
|
30.6K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
9.46KNew |
$294K - $325K
|
9.46K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
9.37KNew |
$292K - $322K
|
9.37K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.29KNew |
$289K - $319K
|
9.29K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.71K+ 14.44% |
$271K - $299K
|
69K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.65K+ 23.33% |
$269K - $297K
|
45.7K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.43K+ 4.29% |
$262K - $290K
|
205K
$7.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.42K+ 38.92% |
$262K - $289K
|
30.1K
$1.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.31KNew |
$259K - $286K
|
8.31K
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.14K+ 26.35% |
$253K - $280K
|
39K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
8.05KNew |
$251K - $277K
|
8.05K
$276K
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7.98K+ 2.7% |
$248K - $274K
|
304K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.75K+ 5.01% |
$241K - $266K
|
162K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.52K+ 60.79% |
$234K - $258K
|
19.9K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.46K+ 266.63% |
$232K - $256K
|
10.3K
$352K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.06KNew |
$220K - $243K
|
7.06K
$242K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7KNew |
$218K - $240K
|
7K
$240K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.61K+ 13.05% |
$206K - $227K
|
57.3K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
6.59KNew |
$205K - $226K
|
6.59K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.56KNew |
$204K - $225K
|
6.56K
$225K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.48K+ 48.57% |
$202K - $223K
|
19.8K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.37K+ 28.74% |
$198K - $219K
|
28.6K
$980K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.33KNew |
$197K - $217K
|
6.33K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.12KNew |
$190K - $210K
|
6.12K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.05KNew |
$188K - $208K
|
6.05K
$208K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.05K+ 24.54% |
$188K - $208K
|
30.7K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.04KNew |
$188K - $207K
|
6.04K
$207K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6KNew |
$187K - $206K
|
6K
$206K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
5.86K+ 13.73% |
$182K - $201K
|
48.5K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5.7K+ 5.69% |
$178K - $196K
|
106K
$3.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.61K+ 10.55% |
$175K - $193K
|
58.8K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
5.51K+ 21.3% |
$172K - $189K
|
31.4K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.28K+ 51.53% |
$164K - $181K
|
15.5K
$533K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.28K+ 51.52% |
$164K - $181K
|
15.5K
$533K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.02K+ 794.46% |
$156K - $173K
|
5.65K
$194K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.98K+ 73.14% |
$155K - $171K
|
11.8K
$405K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.98K+ 64.91% |
$155K - $171K
|
12.6K
$434K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.64KNew |
$144K - $159K
|
4.64K
$159K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.62K+ 0.92% |
$144K - $159K
|
508K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.56K+ 6.67% |
$142K - $157K
|
73K
$2.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.11K+ 23.51% |
$128K - $141K
|
21.6K
$742K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.99K+ 10.6% |
$124K - $137K
|
41.7K
$1.43M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.92K+ 62.09% |
$122K - $135K
|
10.2K
$351K
|