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 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-338- 1.14% |
$10.5K - $11.6K
|
29.2K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-347- 1.91% |
$10.8K - $11.9K
|
17.8K
$612K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-355- 4.64% |
$11.1K - $12.2K
|
7.3K
$251K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-360- 19.37% |
$11.2K - $12.4K
|
1.5K
$51.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-376- 8.46% |
$11.7K - $12.9K
|
4.07K
$140K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-394- 2.31% |
$12.3K - $13.5K
|
16.7K
$573K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-411- 1.76% |
$12.8K - $14.1K
|
23K
$789K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-416- 4.02% |
$13K - $14.3K
|
9.92K
$340K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-433- 0.06% |
$13.5K - $14.9K
|
680K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-487- 0.03% |
$15.2K - $16.7K
|
1.47M
$50.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-491- 0.31% |
$15.3K - $16.9K
|
157K
$5.39M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-492- 5.13% |
$15.3K - $16.9K
|
9.1K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-500- 1.25% |
$15.6K - $17.2K
|
39.4K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-515- 1.08% |
$16K - $17.7K
|
47K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-550- 1.25% |
$17.1K - $18.9K
|
43.6K
$1.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-570- 5.07% |
$17.7K - $19.6K
|
10.7K
$366K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-572- 2.52% |
$17.8K - $19.7K
|
22.1K
$760K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-579- 4.67% |
$18K - $19.9K
|
11.8K
$406K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-654- 2.61% |
$20.4K - $22.5K
|
24.4K
$836K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-654- 0.46% |
$20.4K - $22.5K
|
140K
$4.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-654- 10.97% |
$20.4K - $22.5K
|
5.31K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-678- 5.48% |
$21.1K - $23.3K
|
11.7K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-723- 0.66% |
$22.5K - $24.8K
|
108K
$3.71M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-817- 8.44% |
$25.4K - $28.1K
|
8.87K
$304K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-827- 95.28% |
$25.8K - $28.4K
|
41
$1.41K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-831- 11.34% |
$25.9K - $28.6K
|
6.5K
$223K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-840- 17.97% |
$26.2K - $28.9K
|
3.84K
$132K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-868- 43.12% |
$27K - $29.8K
|
1.15K
$39.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-929- 52.07% |
$28.9K - $31.9K
|
855
$29.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-932- 6.32% |
$29K - $32K
|
13.8K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-938- 1.01% |
$29.2K - $32.2K
|
92.2K
$3.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-955- 4.14% |
$29.7K - $32.8K
|
22.1K
$760K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-967- 3.38% |
$30.1K - $33.2K
|
27.7K
$949K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-985- 14.66% |
$30.7K - $33.8K
|
5.74K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-999- 0.28% |
$31.1K - $34.3K
|
359K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.04K- 0.92% |
$32.4K - $35.7K
|
113K
$3.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 8.11% |
$32.9K - $36.4K
|
12K
$411K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 12.09% |
$35.7K - $39.3K
|
8.32K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.16K- 57.38% |
$36.1K - $39.8K
|
860
$29.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.19K- 15.14% |
$37K - $40.8K
|
6.66K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.31K- 46.9% |
$40.7K - $44.9K
|
1.48K
$50.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Counselling Inc
|
SELL
|
- |
-1.35K- 33.94% |
$42K - $46.3K
|
2.62K
$90.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.39K- 4.36% |
$43.3K - $47.8K
|
30.5K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.42K- 13.52% |
$44.1K - $48.7K
|
9.06K
$311K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.51K- 6.85% |
$47K - $51.9K
|
20.5K
$704K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.54K- 3.56% |
$47.8K - $52.8K
|
41.6K
$1.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.6K- 6.35% |
$49.7K - $54.8K
|
23.5K
$807K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.69K- 0.31% |
$52.6K - $58K
|
548K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.71K- 3.7% |
$53.2K - $58.7K
|
44.4K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-1.82K- 7.76% |
$56.8K - $62.7K
|
21.7K
$744K
|