Purchases and Sales Made in Q3 2025 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
188K+ 119.89% |
$7.35M - $8.17M
|
345K
$15.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
66.2K+ 15.83% |
$2.59M - $2.87M
|
484K
$21.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
64.8KNew |
$2.53M - $2.81M
|
64.8K
$2.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58.2KNew |
$2.27M - $2.53M
|
58.2K
$2.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.4K+ 10.63% |
$1.07M - $1.19M
|
285K
$12.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22K+ 30.42% |
$861K - $957K
|
94.5K
$4.15M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.7KNew |
$651K - $723K
|
16.7K
$733K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
7.54K+ 39.82% |
$295K - $328K
|
26.5K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.53KNew |
$255K - $283K
|
6.53K
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
5.15KNew |
$201K - $224K
|
5.15K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.15KNew |
$201K - $223K
|
5.15K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.03K+ 7.21% |
$196K - $218K
|
74.8K
$3.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.02KNew |
$196K - $218K
|
5.02K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.02K+ 15.63% |
$196K - $218K
|
37.1K
$1.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.89KNew |
$191K - $212K
|
4.89K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.8KNew |
$187K - $208K
|
4.8K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.47K+ 2.52% |
$174K - $194K
|
182K
$8M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.17KNew |
$163K - $181K
|
4.17K
$183K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.09K+ 9.76% |
$160K - $178K
|
46K
$2.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 1.2% |
$139K - $154K
|
301K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.85K+ 34.41% |
$111K - $124K
|
11.1K
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.79K+ 16.98% |
$109K - $121K
|
19.2K
$845K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.61K+ 19.46% |
$102K - $113K
|
16K
$704K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.59K+ 17.57% |
$101K - $113K
|
17.4K
$764K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.26K+ 1.76% |
$88.2K - $98K
|
131K
$5.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.21K+ 7.03% |
$86.2K - $95.9K
|
33.6K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 9.37% |
$79.6K - $88.4K
|
23.8K
$1.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
2K+ 8.32% |
$78K - $86.7K
|
26K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.81K+ 4.89% |
$70.5K - $78.4K
|
38.7K
$1.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.78K+ 15.57% |
$69.4K - $77.2K
|
13.2K
$581K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.45K+ 8.67% |
$56.6K - $62.9K
|
18.2K
$799K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.45KNew |
$56.5K - $62.8K
|
1.45K
$63.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.42K+ 12.49% |
$55.3K - $61.5K
|
12.8K
$561K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 10.33% |
$48.3K - $53.7K
|
13.2K
$581K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.21K+ 3.36% |
$47.2K - $52.5K
|
37.2K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.09K+ 0.67% |
$42.5K - $47.3K
|
165K
$7.24M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
995+ 18.86% |
$38.9K - $43.2K
|
6.27K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
897+ 5.16% |
$35K - $38.9K
|
18.3K
$804K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
733New |
$28.6K - $31.8K
|
733
$32.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
648+ 5.35% |
$25.3K - $28.1K
|
12.8K
$561K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
645+ 11.32% |
$25.2K - $28K
|
6.34K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
607+ 1.77% |
$23.7K - $26.4K
|
35K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
563+ 1.27% |
$22K - $24.4K
|
44.8K
$1.97M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
489+ 6.39% |
$19.1K - $21.2K
|
8.14K
$358K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
477+ 13.14% |
$18.6K - $20.7K
|
4.11K
$181K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
423+ 5.79% |
$16.5K - $18.4K
|
7.72K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
401+ 3.63% |
$15.7K - $17.4K
|
11.4K
$503K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
226+ 3.07% |
$8.83K - $9.81K
|
7.58K
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
210+ 1.02% |
$8.2K - $9.12K
|
20.7K
$911K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
183+ 4.75% |
$7.15K - $7.95K
|
4.03K
$177K
|