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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-550- 45.53% |
$17.6K - $20.4K
|
658
$22.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-563- 0.66% |
$18K - $20.9K
|
84.8K
$2.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-605- 3.39% |
$19.4K - $22.5K
|
17.2K
$591K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-638- 2.31% |
$20.4K - $23.7K
|
27K
$928K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-667- 5.27% |
$21.4K - $24.8K
|
12K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-685- 5.62% |
$21.9K - $25.4K
|
11.5K
$395K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-687- 1.29% |
$22K - $25.5K
|
52.6K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-696- 3.27% |
$22.3K - $25.8K
|
20.6K
$706K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-721- 7.16% |
$23.1K - $26.8K
|
9.36K
$321K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-723- 6.02% |
$23.2K - $26.8K
|
11.3K
$388K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-731- 95.18% |
$23.4K - $27.1K
|
37
$1.27K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-740- 11.11% |
$23.7K - $27.5K
|
5.92K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-756- 1.62% |
$24.2K - $28.1K
|
46K
$1.58M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-771- 3.76% |
$24.7K - $28.6K
|
19.8K
$678K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-783- 54.79% |
$25.1K - $29.1K
|
646
$22.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-787- 2.6% |
$25.2K - $29.2K
|
29.4K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-847- 2.59% |
$27.1K - $31.4K
|
31.9K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-852- 11.89% |
$27.3K - $31.6K
|
6.32K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-883- 4.83% |
$28.3K - $32.8K
|
17.4K
$597K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-886- 2.25% |
$28.4K - $32.9K
|
38.6K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-898- 16.93% |
$28.8K - $33.3K
|
4.41K
$151K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-934- 62.31% |
$29.9K - $34.7K
|
565
$19.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-944- 54.63% |
$30.2K - $35K
|
784
$26.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-976- 5.31% |
$31.3K - $36.2K
|
17.4K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.04K- 2.96% |
$33.3K - $38.6K
|
34K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.05K- 2.14% |
$33.5K - $38.8K
|
47.8K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 2.52% |
$33.6K - $38.9K
|
40.6K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.09K- 7.29% |
$34.9K - $40.4K
|
13.9K
$475K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 10.58% |
$35.8K - $41.5K
|
9.45K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.14K- 27.64% |
$36.6K - $42.3K
|
2.99K
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.17K- 90.46% |
$37.4K - $43.3K
|
123
$4.22K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.23K- 1.29% |
$39.3K - $45.5K
|
94.2K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.23K- 2.1% |
$39.4K - $45.6K
|
57.3K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.32K- 6.92% |
$42.2K - $48.9K
|
17.7K
$608K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 2.47% |
$44.8K - $51.9K
|
55.2K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.41K- 0.52% |
$45K - $52.2K
|
268K
$9.2M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.42K- 54.48% |
$45.4K - $52.6K
|
1.19K
$40.7K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.57K- 6.14% |
$50.4K - $58.4K
|
24.1K
$826K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 3.09% |
$50.6K - $58.6K
|
49.5K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.66K- 2.4% |
$53.1K - $61.5K
|
67.3K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.69K- 8.61% |
$54.1K - $62.7K
|
17.9K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.75K- 3.98% |
$56K - $64.9K
|
42.1K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.75K- 7.91% |
$56.1K - $64.9K
|
20.4K
$699K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.78K- 19.44% |
$57.1K - $66.2K
|
7.39K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.02K- 17.17% |
$64.8K - $75.1K
|
9.77K
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-2.05K- 37.12% |
$65.6K - $76K
|
3.47K
$119K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.09K- 1.52% |
$66.9K - $77.4K
|
135K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-2.38K- 2.25% |
$76.3K - $88.3K
|
104K
$3.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.4K- 8.16% |
$76.9K - $89.1K
|
27K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.6K- 29.37% |
$83.4K - $96.6K
|
6.26K
$215K
|