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 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.16K+ 6.63% |
$36K - $39.7K
|
18.6K
$633K
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.14K+ 16.76% |
$35.4K - $39.1K
|
7.93K
$270K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.13K+ 6.62% |
$35.3K - $39K
|
18.3K
$622K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.12KNew |
$35K - $38.6K
|
1.12K
$38.3K
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.83% |
$35K - $38.6K
|
20.4K
$694K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.11K+ 9.71% |
$34.6K - $38.1K
|
12.5K
$427K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.07K+ 10.05% |
$33.3K - $36.7K
|
11.7K
$399K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07K+ 4.08% |
$33.2K - $36.6K
|
27.2K
$925K
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.06K+ 0.71% |
$32.9K - $36.4K
|
150K
$5.1M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.06K+ 2.11% |
$32.9K - $36.2K
|
51.1K
$1.74M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.05K+ 5.69% |
$32.7K - $36.1K
|
19.5K
$664K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.02K+ 12.88% |
$31.6K - $34.9K
|
8.9K
$303K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
946+ 7.92% |
$29.5K - $32.5K
|
12.9K
$439K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
931+ 0.84% |
$29K - $32K
|
112K
$3.82M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
902+ 1.97% |
$28.1K - $31K
|
46.8K
$1.59M
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
900+ 6.1% |
$28K - $30.9K
|
15.7K
$533K
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
882+ 8.08% |
$27.5K - $30.3K
|
11.8K
$402K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
872+ 2.19% |
$27.2K - $30K
|
40.8K
$1.39M
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
802+ 6.66% |
$25K - $27.6K
|
12.8K
$437K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
798+ 2.09% |
$24.8K - $27.4K
|
39K
$1.33M
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
798+ 2.09% |
$24.8K - $27.4K
|
39K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
748+ 1.47% |
$23.3K - $25.7K
|
51.7K
$1.76M
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
718+ 11.5% |
$22.4K - $24.7K
|
6.96K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
716+ 5.22% |
$22.3K - $24.6K
|
14.4K
$491K
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
693+ 10.51% |
$21.6K - $23.8K
|
7.29K
$248K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
689+ 54.04% |
$21.5K - $23.7K
|
1.96K
$66.9K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
662+ 23.93% |
$20.6K - $22.7K
|
3.43K
$117K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
655+ 4.11% |
$20.4K - $22.5K
|
16.6K
$564K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
636New |
$19.8K - $21.9K
|
636
$21.7K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
608+ 7.93% |
$18.9K - $20.9K
|
8.27K
$282K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
545+ 8.66% |
$17K - $18.7K
|
6.84K
$233K
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
520+ 5.28% |
$16.2K - $17.9K
|
10.4K
$353K
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
510+ 1.5% |
$15.9K - $17.5K
|
34.4K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
489+ 0.33% |
$15.2K - $16.8K
|
150K
$5.1M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
475+ 1.48% |
$14.8K - $16.3K
|
32.5K
$1.11M
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
467+ 5.26% |
$14.5K - $16K
|
9.34K
$318K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
443+ 0.47% |
$13.8K - $15.2K
|
95.4K
$3.25M
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
441+ 3.24% |
$13.7K - $15.2K
|
14.1K
$479K
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
436+ 4.52% |
$13.6K - $15K
|
10.1K
$343K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
359+ 2.55% |
$11.2K - $12.3K
|
14.5K
$492K
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
344+ 0.79% |
$10.7K - $11.8K
|
43.9K
$1.49M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
341+ 13.64% |
$10.6K - $11.7K
|
2.84K
$96.8K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
335+ 2.75% |
$10.4K - $11.5K
|
12.5K
$427K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335+ 9.32% |
$10.4K - $11.5K
|
3.93K
$134K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
312+ 1.56% |
$9.72K - $10.7K
|
20.3K
$690K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
303+ 2.59% |
$9.44K - $10.4K
|
12K
$409K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
293+ 1.43% |
$9.12K - $10.1K
|
20.7K
$706K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
285+ 0.56% |
$8.87K - $9.79K
|
51.4K
$1.75M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280+ 1.55% |
$8.72K - $9.62K
|
18.4K
$626K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
254+ 37.63% |
$7.91K - $8.73K
|
929
$31.6K
|