Purchases and Sales Made in Q3 2024 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
97New |
$3.11K - $3.6K
|
97
$3.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94+ 0.65% |
$3.01K - $3.49K
|
14.5K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
91+ 1.46% |
$2.92K - $3.38K
|
6.31K
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
91+ 17.07% |
$2.92K - $3.38K
|
624
$23.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
90+ 0.29% |
$2.88K - $3.34K
|
30.6K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
84+ 1.25% |
$2.69K - $3.12K
|
6.78K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
78+ 0.67% |
$2.5K - $2.89K
|
11.8K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
70New |
$2.24K - $2.6K
|
70
$2.63K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
67+ 0.53% |
$2.15K - $2.49K
|
12.8K
$481K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
66+ 0.11% |
$2.11K - $2.45K
|
62.2K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
60+ 3.01% |
$1.92K - $2.23K
|
2.05K
$77.1K
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
60+ 0.21% |
$1.92K - $2.23K
|
28.6K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 2.08% |
$1.89K - $2.19K
|
2.9K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 116.33% |
$1.83K - $2.12K
|
106
$3.98K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
56+ 0.84% |
$1.79K - $2.08K
|
6.76K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
55+ 1.0% |
$1.76K - $2.04K
|
5.58K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
53New |
$1.7K - $1.97K
|
53
$1.99K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
46New |
$1.47K - $1.71K
|
46
$1.73K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36+ 0.36% |
$1.15K - $1.34K
|
10.1K
$378K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.06K - $1.22K
|
33
$1.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
31+ 0.07% |
$993 - $1.15K
|
45.8K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28New |
$897 - $1.04K
|
28
$1.05K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
27+ 0.45% |
$865 - $1K
|
6.08K
$228K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
24+ 0.35% |
$769 - $891
|
6.96K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24New |
$769 - $891
|
24
$902
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21+ 4.17% |
$673 - $779
|
525
$19.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$545 - $631
|
17
$639
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.12% |
$513 - $594
|
12.9K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12+ 0.02% |
$384 - $445
|
70.8K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 0.17% |
$288 - $334
|
5.38K
$202K
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
9+ 0.21% |
$288 - $334
|
4.3K
$161K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7New |
$224 - $260
|
7
$263
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
1+ 0.01% |
$32 - $37.1
|
11.2K
$422K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.32% |
$32 - $37.1
|
77
$2.89K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.67% |
$32 - $37.1
|
150
$5.64K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.08% |
$32 - $37.1
|
1.29K
$48.5K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.32% |
$32 - $37.1
|
313
$11.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-4- 0.28% |
$128 - $148
|
1.45K
$54.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-6- 0.05% |
$192 - $223
|
12.8K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7- 0.07% |
$224 - $260
|
10.1K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.04% |
$256 - $297
|
18.4K
$692K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-9- 0.1% |
$288 - $334
|
8.65K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-9- 0.26% |
$288 - $334
|
3.42K
$128K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.46% |
$288 - $334
|
1.96K
$73.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15- 6.7% |
$481 - $557
|
209
$7.85K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16- 0.44% |
$513 - $594
|
3.61K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-17- 0.04% |
$545 - $631
|
43.5K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-27- 2.91% |
$865 - $1K
|
902
$33.9K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-28- 23.73% |
$897 - $1.04K
|
90
$3.38K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-38- 0.61% |
$1.22K - $1.41K
|
6.2K
$233K
|