Purchases and Sales Made in Q2 2025 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q2 2025. 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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
281K+ 40.58% |
$8.68M - $11M
|
974K
$39.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
177KNew |
$5.48M - $6.95M
|
177K
$7.13M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
149K+ 2084.01% |
$4.59M - $5.82M
|
156K
$6.26M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
102K+ 285.47% |
$3.16M - $4.01M
|
138K
$5.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
84.8KNew |
$2.62M - $3.32M
|
84.8K
$3.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.3K+ 3.56% |
$2.05M - $2.6M
|
1.93M
$77.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
59.3KNew |
$1.83M - $2.32M
|
59.3K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
51.9K+ 7.04% |
$1.6M - $2.03M
|
789K
$31.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
45.8KNew |
$1.41M - $1.8M
|
45.8K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.4K+ 0.9% |
$939K - $1.19M
|
3.42M
$137M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
30.1KNew |
$929K - $1.18M
|
30.1K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
25.4KNew |
$783K - $994K
|
25.4K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.3K+ 11.4% |
$689K - $875K
|
218K
$8.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.9K+ 16.31% |
$677K - $859K
|
156K
$6.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
18.6K+ 38745.83% |
$574K - $728K
|
18.6K
$749K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$559K - $709K
|
18.1K
$727K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
17.3K+ 25.04% |
$535K - $679K
|
86.6K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.1K+ 69.24% |
$466K - $592K
|
36.9K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 20.14% |
$375K - $476K
|
72.4K
$2.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
11.4K+ 12.97% |
$351K - $445K
|
98.9K
$3.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$349K - $442K
|
11.3K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11.3KNew |
$348K - $442K
|
11.3K
$453K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
11.1KNew |
$342K - $433K
|
11.1K
$445K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
10.2KNew |
$313K - $398K
|
10.2K
$408K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.35K+ 144.95% |
$289K - $366K
|
15.8K
$635K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.12K+ 47.5% |
$281K - $357K
|
28.3K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.93K+ 64.26% |
$276K - $350K
|
22.8K
$917K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
8.3KNew |
$256K - $325K
|
8.3K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.56K+ 3.03% |
$233K - $296K
|
257K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.35K+ 10.57% |
$227K - $288K
|
76.8K
$3.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.3KNew |
$225K - $286K
|
7.3K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.15K+ 30.05% |
$221K - $280K
|
30.9K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.95K+ 18.61% |
$214K - $272K
|
44.3K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
6.5K+ 76.51% |
$201K - $255K
|
15K
$602K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6.44KNew |
$199K - $252K
|
6.44K
$259K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.3KNew |
$194K - $247K
|
6.3K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.22KNew |
$192K - $244K
|
6.22K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.16KNew |
$190K - $241K
|
6.16K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6.05KNew |
$187K - $237K
|
6.05K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
5.99K+ 27.96% |
$185K - $235K
|
27.4K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.86K+ 55.46% |
$181K - $230K
|
16.4K
$660K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
5.76K+ 3.81% |
$178K - $226K
|
157K
$6.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.75KNew |
$177K - $225K
|
5.75K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.71K+ 35.58% |
$176K - $224K
|
21.7K
$874K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.7KNew |
$176K - $223K
|
5.7K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.69KNew |
$175K - $223K
|
5.69K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.59KNew |
$173K - $219K
|
5.59K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.53KNew |
$171K - $217K
|
5.53K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.42KNew |
$167K - $212K
|
5.42K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.31KNew |
$164K - $208K
|
5.31K
$214K
|