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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
168+ 0.59% |
$6.56K - $7.29K
|
28.5K
$1.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
148+ 0.86% |
$5.78K - $6.43K
|
17.3K
$763K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
136+ 1.15% |
$5.31K - $5.91K
|
12K
$527K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
135+ 1.08% |
$5.27K - $5.86K
|
12.6K
$556K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
113+ 0.85% |
$4.41K - $4.91K
|
13.4K
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
97+ 0.91% |
$3.79K - $4.21K
|
10.8K
$475K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
88New |
$3.44K - $3.82K
|
88
$3.87K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
82+ 0.18% |
$3.2K - $3.56K
|
46.3K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
76+ 3.71% |
$2.97K - $3.3K
|
2.13K
$93.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
67+ 6.92% |
$2.62K - $2.91K
|
1.04K
$45.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
62+ 0.95% |
$2.42K - $2.69K
|
6.56K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
60+ 0.51% |
$2.34K - $2.61K
|
11.7K
$516K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
58+ 44.62% |
$2.27K - $2.52K
|
188
$8.27K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
36+ 0.16% |
$1.41K - $1.56K
|
22.9K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
36+ 0.31% |
$1.41K - $1.56K
|
11.8K
$519K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
32+ 0.49% |
$1.25K - $1.39K
|
6.59K
$290K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18New |
$703 - $782
|
18
$792
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
13New |
$508 - $564
|
13
$572
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
7+ 0.1% |
$273 - $304
|
6.68K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4+ 0.06% |
$156 - $174
|
6.34K
$279K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 1.27% |
$39.1 - $43.4
|
78
$3.43K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-5- 0.78% |
$195 - $217
|
638
$28.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-7- 0.49% |
$273 - $304
|
1.42K
$62.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-8- 0.14% |
$312 - $347
|
5.89K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-13- 1.29% |
$508 - $564
|
991
$43.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-33- 0.64% |
$1.29K - $1.43K
|
5.1K
$224K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 0.22% |
$1.95K - $2.17K
|
22.2K
$978K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-53- 0.63% |
$2.07K - $2.3K
|
8.41K
$370K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-58- 0.17% |
$2.27K - $2.52K
|
33.3K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-62- 0.41% |
$2.42K - $2.69K
|
15.2K
$668K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-70- 0.49% |
$2.73K - $3.04K
|
14.2K
$626K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-76- 1.41% |
$2.97K - $3.3K
|
5.31K
$234K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-78- 4.11% |
$3.05K - $3.39K
|
1.82K
$80K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-86- 1.03% |
$3.36K - $3.73K
|
8.24K
$362K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-96- 1.44% |
$3.75K - $4.17K
|
6.56K
$289K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-102- 0.45% |
$3.98K - $4.43K
|
22.8K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-105- 1.51% |
$4.1K - $4.56K
|
6.83K
$301K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-131- 1.52% |
$5.12K - $5.69K
|
8.5K
$374K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-150- 0.41% |
$5.86K - $6.51K
|
36.3K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-165- 2.65% |
$6.44K - $7.16K
|
6.06K
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-182- 0.95% |
$7.11K - $7.9K
|
19K
$836K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-183- 5.56% |
$7.15K - $7.95K
|
3.11K
$137K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-204- 3.76% |
$7.97K - $8.86K
|
5.22K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-228- 11.7% |
$8.91K - $9.9K
|
1.72K
$75.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-242- 2.94% |
$9.45K - $10.5K
|
8K
$352K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-246- 1.74% |
$9.61K - $10.7K
|
13.9K
$610K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-258- 1.27% |
$10.1K - $11.2K
|
20K
$880K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-261- 4.57% |
$10.2K - $11.3K
|
5.46K
$240K
|