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 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
237+ 0.8% |
$7.38K - $8.14K
|
30K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
236+ 3.52% |
$7.35K - $8.11K
|
6.93K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
235New |
$7.32K - $8.07K
|
235
$8.07K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
224+ 3.5% |
$6.98K - $7.7K
|
6.62K
$227K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
213+ 5.13% |
$6.63K - $7.32K
|
4.37K
$150K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
180+ 3.75% |
$5.61K - $6.18K
|
4.98K
$171K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
164+ 25.99% |
$5.11K - $5.64K
|
795
$27.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
151+ 13.63% |
$4.7K - $5.19K
|
1.26K
$43.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
150+ 0.79% |
$4.67K - $5.15K
|
19.2K
$657K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
150+ 0.57% |
$4.67K - $5.15K
|
26.6K
$911K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
149New |
$4.64K - $5.12K
|
149
$5.11K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
141New |
$4.39K - $4.84K
|
141
$4.84K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 1.28% |
$4.33K - $4.78K
|
11K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
137+ 77.4% |
$4.27K - $4.71K
|
314
$10.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
130+ 1.17% |
$4.05K - $4.47K
|
11.2K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
99+ 0.68% |
$3.08K - $3.4K
|
14.7K
$505K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
99New |
$3.08K - $3.4K
|
99
$3.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
85+ 1.05% |
$2.65K - $2.92K
|
8.17K
$280K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
79+ 0.87% |
$2.46K - $2.71K
|
9.21K
$316K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
74+ 0.64% |
$2.3K - $2.54K
|
11.7K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$2.12K - $2.34K
|
68
$2.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
63+ 0.2% |
$1.96K - $2.16K
|
30.8K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
63+ 39.13% |
$1.96K - $2.16K
|
224
$7.69K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
61+ 4.67% |
$1.9K - $2.1K
|
1.37K
$46.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
51+ 0.21% |
$1.59K - $1.75K
|
24.1K
$827K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
48+ 2.64% |
$1.49K - $1.65K
|
1.87K
$64K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
43New |
$1.34K - $1.48K
|
43
$1.48K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
42New |
$1.31K - $1.44K
|
42
$1.44K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
38+ 0.06% |
$1.18K - $1.31K
|
58.6K
$2.01M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
36+ 0.43% |
$1.12K - $1.24K
|
8.34K
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 8.17% |
$1.06K - $1.17K
|
450
$15.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 32.53% |
$841 - $928
|
110
$3.78K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
18+ 0.14% |
$561 - $618
|
12.6K
$432K
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
13+ 0.2% |
$405 - $447
|
6.54K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
13+ 0.03% |
$405 - $447
|
42.7K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11+ 17.74% |
$343 - $378
|
73
$2.51K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
10+ 0.12% |
$311 - $344
|
8.35K
$287K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 1.64% |
$280 - $309
|
559
$19.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7+ 14.58% |
$218 - $241
|
55
$1.89K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
6+ 0.02% |
$187 - $206
|
32.7K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.46% |
$156 - $172
|
1.1K
$37.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.76% |
$125 - $137
|
533
$18.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.94% |
$125 - $137
|
429
$14.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 5.56% |
$125 - $137
|
76
$2.61K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.71% |
$93.4 - $103
|
428
$14.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$62.3 - $68.7
|
26.3K
$903K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.7% |
$31.1 - $34.4
|
144
$4.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.25% |
$31.1 - $34.4
|
81
$2.78K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.7% |
$31.1 - $34.4
|
144
$4.94K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2- 0.02% |
$62.3 - $68.7
|
11.2K
$383K
|