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 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$156 - $172
|
12.2K
$415K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5- 0.03% |
$156 - $172
|
15.2K
$517K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-8- 0.11% |
$249 - $275
|
7.01K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-10- 0.09% |
$311 - $344
|
10.8K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-12- 0.1% |
$374 - $412
|
12.2K
$416K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-12- 0.29% |
$374 - $412
|
4.13K
$141K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 9.92% |
$405 - $447
|
118
$4.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-16- 0.08% |
$498 - $550
|
21.1K
$719K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-17- 0.19% |
$529 - $584
|
9.11K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-24- 0.36% |
$747 - $825
|
6.7K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 1.58% |
$779 - $859
|
1.56K
$53.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.39% |
$810 - $893
|
6.7K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-28- 12.23% |
$872 - $962
|
201
$6.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-36- 6.67% |
$1.12K - $1.24K
|
504
$17.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-38- 3.75% |
$1.18K - $1.31K
|
974
$33.2K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-45- 2.28% |
$1.4K - $1.55K
|
1.93K
$65.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-46- 0.5% |
$1.43K - $1.58K
|
9.17K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-67- 3.86% |
$2.09K - $2.3K
|
1.67K
$56.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-69- 0.68% |
$2.15K - $2.37K
|
10.2K
$346K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-80- 57.14% |
$2.49K - $2.75K
|
60
$2.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-84- 9.86% |
$2.62K - $2.89K
|
768
$26.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-88- 2.78% |
$2.74K - $3.02K
|
3.08K
$105K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-91- 1.44% |
$2.83K - $3.13K
|
6.22K
$212K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-96- 97.96% |
$2.99K - $3.3K
|
2
$68.1
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-105- 5.01% |
$3.27K - $3.61K
|
1.99K
$67.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-117- 0.2% |
$3.64K - $4.02K
|
57K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-131- 2.39% |
$4.08K - $4.5K
|
5.36K
$182K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-133- 0.15% |
$4.14K - $4.57K
|
87.4K
$2.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-141- 94.0% |
$4.39K - $4.84K
|
9
$307
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-146- 74.87% |
$4.55K - $5.02K
|
49
$1.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-146- 14.5% |
$4.55K - $5.02K
|
861
$29.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-146- 7.79% |
$4.55K - $5.02K
|
1.73K
$58.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-178- 0.9% |
$5.54K - $6.12K
|
19.6K
$668K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-190- 0.99% |
$5.92K - $6.53K
|
19K
$648K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-197- 0.83% |
$6.13K - $6.77K
|
23.4K
$798K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-202- 0.57% |
$6.29K - $6.94K
|
35.1K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-215- 3.35% |
$6.7K - $7.39K
|
6.2K
$211K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-218- 3.38% |
$6.79K - $7.49K
|
6.24K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-222- 0.26% |
$6.91K - $7.63K
|
85.4K
$2.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-227- 2.97% |
$7.07K - $7.8K
|
7.41K
$252K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-229- 3.25% |
$7.13K - $7.87K
|
6.82K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-230- 3.59% |
$7.16K - $7.9K
|
6.17K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-235- 3.17% |
$7.32K - $8.07K
|
7.17K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-257- 5.8% |
$8K - $8.83K
|
4.17K
$142K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-275- 0.64% |
$8.56K - $9.45K
|
42.5K
$1.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-276- 2.34% |
$8.59K - $9.48K
|
11.5K
$392K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-279- 0.69% |
$8.69K - $9.59K
|
40.1K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-300- 0.64% |
$9.34K - $10.3K
|
46.5K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-307- 2.05% |
$9.56K - $10.5K
|
14.7K
$500K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-338- 2.12% |
$10.5K - $11.6K
|
15.6K
$532K
|