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 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 1.88% |
$61.2K - $67.6K
|
103K
$3.49M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.97K- 0.73% |
$61.4K - $67.8K
|
270K
$9.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.07K- 48.64% |
$64.6K - $71.2K
|
2.19K
$74.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.09K- 14.04% |
$65.1K - $71.8K
|
12.8K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.09K- 22.26% |
$65.1K - $71.8K
|
7.3K
$249K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.19K- 1.02% |
$68.2K - $75.2K
|
212K
$7.21M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.21K- 7.94% |
$68.8K - $75.9K
|
25.6K
$873K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.38K- 62.49% |
$74.1K - $81.8K
|
1.43K
$48.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.38K- 22.75% |
$74.2K - $81.8K
|
8.09K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.41K- 30.85% |
$75.1K - $82.8K
|
5.41K
$184K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.44K- 16.88% |
$76K - $83.9K
|
12K
$409K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.69K- 11.22% |
$83.7K - $92.4K
|
21.3K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.83K- 17.53% |
$88.2K - $97.3K
|
13.3K
$454K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.14K- 2.19% |
$97.8K - $108K
|
140K
$4.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.28K- 5.3% |
$102K - $113K
|
58.5K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.37K- 37.29% |
$105K - $116K
|
5.67K
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.68K- 12.37% |
$115K - $126K
|
26.1K
$888K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.85K- 22.31% |
$120K - $132K
|
13.4K
$456K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.93KClosed |
$122K - $135K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3.94K- 5.97% |
$123K - $135K
|
62K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.99K- 18.82% |
$124K - $137K
|
17.2K
$587K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.11K- 12.86% |
$128K - $141K
|
27.8K
$947K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-4.15K- 7.82% |
$129K - $142K
|
48.9K
$1.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.41K- 4.58% |
$137K - $151K
|
91.9K
$3.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-5.09K- 15.26% |
$158K - $175K
|
28.2K
$962K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.19K- 4.69% |
$162K - $178K
|
105K
$3.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.58K- 8.36% |
$174K - $192K
|
61.2K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.09K- 1.55% |
$190K - $209K
|
386K
$13.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.63K- 43.42% |
$206K - $228K
|
8.64K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.86K- 5.37% |
$276K - $304K
|
156K
$5.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-9.76K- 6.22% |
$304K - $335K
|
147K
$5.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11.2K- 34.56% |
$349K - $385K
|
21.2K
$723K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.2K- 1.43% |
$379K - $418K
|
840K
$28.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15.8K- 47.27% |
$493K - $544K
|
17.6K
$601K
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-16.1K- 3.41% |
$500K - $552K
|
455K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.7K- 21.46% |
$519K - $572K
|
61K
$2.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-17.6K- 17.33% |
$547K - $603K
|
83.7K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.8K- 1.03% |
$555K - $613K
|
1.72M
$58.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 4.55% |
$575K - $634K
|
387K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-18.7K- 46.42% |
$584K - $644K
|
21.6K
$737K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-19.7K- 56.23% |
$615K - $678K
|
15.4K
$523K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20K- 5.71% |
$624K - $688K
|
331K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21.7K- 77.56% |
$676K - $746K
|
6.28K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-22.6K- 25.92% |
$704K - $777K
|
64.6K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.7K- 3.28% |
$771K - $850K
|
730K
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25.9K- 0.8% |
$808K - $892K
|
3.2M
$109M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-29.7K- 22.52% |
$926K - $1.02M
|
102K
$3.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-31.4K- 9.16% |
$976K - $1.08M
|
311K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35.4K- 57.46% |
$1.1M - $1.22M
|
26.2K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-36.5K- 91.35% |
$1.14M - $1.25M
|
3.45K
$118K
|