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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.83K+ 26.3% |
$119K - $132K
|
18.4K
$626K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.8K+ 32.56% |
$118K - $131K
|
15.5K
$527K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
3.77K+ 8.68% |
$118K - $130K
|
47.2K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.5K+ 66.08% |
$109K - $120K
|
8.8K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.44K+ 37.29% |
$107K - $118K
|
12.6K
$431K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.41K+ 4.38% |
$106K - $117K
|
81.2K
$2.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.3K+ 24.41% |
$103K - $113K
|
16.8K
$573K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
3.3K+ 4.87% |
$103K - $113K
|
71K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.26K+ 6.79% |
$102K - $112K
|
51.3K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.19K+ 2.38% |
$99.2K - $109K
|
137K
$4.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.93K+ 4.95% |
$91.2K - $101K
|
62.1K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 0.7% |
$89.7K - $99K
|
414K
$14.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.83K+ 19.44% |
$88K - $97.1K
|
17.4K
$591K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.73K+ 4.09% |
$85.1K - $93.9K
|
69.5K
$2.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.62K+ 16.77% |
$81.7K - $90.1K
|
18.3K
$622K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.59K+ 16.87% |
$80.7K - $89.1K
|
18K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.56K+ 19.52% |
$79.6K - $87.9K
|
15.7K
$533K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.48K+ 3.62% |
$77.1K - $85K
|
70.8K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.44K+ 1496.93% |
$76K - $83.8K
|
2.6K
$88.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.34K+ 6.94% |
$72.8K - $80.3K
|
36K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.33K+ 17.34% |
$72.7K - $80.2K
|
15.8K
$538K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.31K+ 29.68% |
$71.9K - $79.4K
|
10.1K
$344K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.31K+ 3.84% |
$71.9K - $79.4K
|
62.5K
$2.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.29K+ 3.09% |
$71.4K - $78.8K
|
76.6K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.25K+ 4.86% |
$70.1K - $77.3K
|
48.6K
$1.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.95K+ 3.07% |
$60.8K - $67.1K
|
65.5K
$2.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.83K+ 4.46% |
$57K - $62.9K
|
42.9K
$1.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.78K+ 3.83% |
$55.3K - $61K
|
48.1K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.76K+ 24.07% |
$54.9K - $60.5K
|
9.08K
$309K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.75KNew |
$54.6K - $60.2K
|
1.75K
$59.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 16.99% |
$54.2K - $59.8K
|
12K
$408K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.63K+ 43.54% |
$50.8K - $56K
|
5.37K
$183K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 18.21% |
$50.7K - $55.9K
|
10.6K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.56K+ 15.43% |
$48.7K - $53.7K
|
11.7K
$399K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.52K+ 19.69% |
$47.2K - $52.1K
|
9.22K
$314K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.51K+ 21.89% |
$47K - $51.9K
|
8.41K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.5K+ 3.96% |
$46.8K - $51.6K
|
39.4K
$1.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.46KNew |
$45.6K - $50.3K
|
1.46K
$49.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.44K+ 7.14% |
$45K - $49.6K
|
21.7K
$738K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.39K+ 2.46% |
$43.2K - $47.6K
|
57.8K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.37K+ 5.5% |
$42.8K - $47.2K
|
26.3K
$896K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.3K+ 8.57% |
$40.5K - $44.7K
|
16.5K
$562K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.29KNew |
$40.3K - $44.4K
|
1.29K
$44K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.29K+ 18.39% |
$40K - $44.2K
|
8.27K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.28K+ 19.97% |
$39.8K - $43.9K
|
7.68K
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.27K+ 7.49% |
$39.4K - $43.5K
|
18.2K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.26K+ 0.38% |
$39.3K - $43.4K
|
333K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 4.15% |
$38.9K - $43K
|
31.4K
$1.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.2K+ 13.63% |
$37.4K - $41.3K
|
10K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.2K+ 41.65% |
$37.2K - $41.1K
|
4.06K
$138K
|