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 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-265- 2.18% |
$10.4K - $11.5K
|
11.9K
$523K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-266- 1.61% |
$10.4K - $11.5K
|
16.3K
$716K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-275- 20.36% |
$10.7K - $11.9K
|
1.08K
$47.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-298- 5.81% |
$11.6K - $12.9K
|
4.83K
$213K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-306- 1.19% |
$12K - $13.3K
|
25.3K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-320- 3.37% |
$12.5K - $13.9K
|
9.18K
$404K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-375- 6.82% |
$14.6K - $16.3K
|
5.12K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-464- 4.06% |
$18.1K - $20.1K
|
11K
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-466- 2.6% |
$18.2K - $20.2K
|
17.4K
$768K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-593- 2.3% |
$23.2K - $25.7K
|
25.2K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-618- 7.68% |
$24.1K - $26.8K
|
7.43K
$327K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-732- 3.64% |
$28.6K - $31.8K
|
19.4K
$853K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-759- 1.08% |
$29.6K - $33K
|
69.3K
$3.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-828- 0.72% |
$32.3K - $36K
|
114K
$5.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-903- 7.36% |
$35.3K - $39.2K
|
11.4K
$500K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-903- 95.45% |
$35.3K - $39.2K
|
43
$1.89K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-914- 0.58% |
$35.7K - $39.7K
|
156K
$6.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-997- 9.53% |
$38.9K - $43.3K
|
9.46K
$416K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1K- 6.22% |
$39.1K - $43.5K
|
15.1K
$664K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1K- 11.53% |
$39.1K - $43.5K
|
7.69K
$338K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.27K- 4.19% |
$49.6K - $55.2K
|
29K
$1.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-1.32K- 11.93% |
$51.6K - $57.3K
|
9.74K
$429K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.34K- 7.16% |
$52.1K - $58K
|
17.3K
$762K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.7K- 3.94% |
$66.6K - $74K
|
41.5K
$1.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-1.79K- 3.41% |
$70.1K - $77.9K
|
50.8K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.07K- 3.12% |
$80.9K - $89.9K
|
64.2K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-2.12K- 20.64% |
$82.7K - $92K
|
8.15K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.22K- 1.54% |
$86.5K - $96.2K
|
142K
$6.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.47K- 7.21% |
$96.4K - $107K
|
31.8K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.77K- 7.72% |
$108K - $120K
|
33K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-3.44K- 2.21% |
$134K - $149K
|
152K
$6.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.44K- 8.29% |
$134K - $149K
|
38K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.83K- 19.03% |
$189K - $210K
|
20.5K
$904K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4.97K- 16.05% |
$194K - $216K
|
26K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.5K- 8.74% |
$293K - $326K
|
78.3K
$3.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.2K- 3.04% |
$398K - $442K
|
325K
$14.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-84.8KClosed |
$3.31M - $3.68M
|
0
$0
|