Purchases and Sales Made in Q3 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.83MNew |
$146M - $162M
|
4.83M
$170M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
954KNew |
$28.8M - $32.1M
|
954K
$33.5M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
413KNew |
$12.5M - $13.9M
|
413K
$14.5M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
228KNew |
$6.87M - $7.66M
|
228K
$8.01M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
137K+ 60.84% |
$4.14M - $4.61M
|
363K
$12.8M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
131KNew |
$3.96M - $4.41M
|
131K
$4.61M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 5.29% |
$3.32M - $3.7M
|
2.19M
$77M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
104K+ 5.4% |
$3.13M - $3.48M
|
2.02M
$71.1M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
101K+ 12.57% |
$3.05M - $3.4M
|
906K
$31.9M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
88.2KNew |
$2.66M - $2.96M
|
88.2K
$3.1M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87.9KNew |
$2.65M - $2.95M
|
87.9K
$3.09M
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
85KNew |
$2.57M - $2.86M
|
85K
$2.99M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.1K+ 11.82% |
$2.36M - $2.63M
|
739K
$26M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
77.1K+ 3.01% |
$2.33M - $2.59M
|
2.63M
$92.6M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
69.4K+ 195.26% |
$2.09M - $2.33M
|
105K
$3.69M
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
64.8K+ 1.13% |
$1.96M - $2.18M
|
5.78M
$203M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.7K+ 2.46% |
$1.8M - $2.01M
|
2.49M
$87.5M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
58.9K+ 3.61% |
$1.78M - $1.98M
|
1.69M
$59.5M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
57.1K+ 587.1% |
$1.72M - $1.92M
|
66.8K
$2.35M
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
54.4K+ 6.41% |
$1.64M - $1.83M
|
904K
$31.8M
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
47.1K+ 3.36% |
$1.42M - $1.58M
|
1.45M
$51M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.8K+ 20.91% |
$930K - $1.04M
|
178K
$6.27M
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29.7K+ 41.59% |
$898K - $1M
|
101K
$3.56M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
28.5KNew |
$860K - $958K
|
28.5K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.9K+ 6.21% |
$811K - $903K
|
459K
$16.2M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26.8K+ 1392.72% |
$808K - $900K
|
28.7K
$1.01M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
25KNew |
$753K - $839K
|
25K
$878K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.1K+ 34.01% |
$697K - $777K
|
91K
$3.2M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.5K+ 957.14% |
$678K - $755K
|
24.8K
$873K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
20.8K+ 3.59% |
$626K - $698K
|
600K
$21.1M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
19KNew |
$573K - $639K
|
19K
$668K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.4K+ 212.1% |
$555K - $618K
|
27.1K
$952K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.2K+ 10.32% |
$548K - $610K
|
194K
$6.83M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.7K+ 5.07% |
$474K - $528K
|
325K
$11.4M
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
15KNew |
$452K - $504K
|
15K
$527K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.5KNew |
$438K - $488K
|
14.5K
$511K
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
14.3K+ 5.46% |
$433K - $482K
|
277K
$9.75M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
13.8K+ 15.11% |
$415K - $462K
|
105K
$3.68M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.6K+ 4.63% |
$410K - $457K
|
307K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 19.71% |
$407K - $453K
|
81.9K
$2.88M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.6K+ 35.55% |
$379K - $423K
|
47.9K
$1.69M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.7K+ 43.84% |
$354K - $394K
|
38.5K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.9K+ 6.65% |
$330K - $368K
|
175K
$6.17M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
10.9KNew |
$329K - $367K
|
10.9K
$384K
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
10.4K+ 5.92% |
$312K - $348K
|
185K
$6.52M
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
10.2K+ 43.88% |
$309K - $344K
|
33.6K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$305K - $339K
|
10.1K
$355K
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.94K+ 14.8% |
$300K - $334K
|
77.1K
$2.71M
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
9.82KNew |
$296K - $330K
|
9.82K
$345K
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.78K+ 42.82% |
$295K - $329K
|
32.6K
$1.15M
|