Purchases and Sales Made in Q4 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
787K+ 345.46% |
$23M - $25.2M
|
1.01M
$35.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
531K+ 22.39% |
$15.5M - $17M
|
2.91M
$102M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
356K+ 24.31% |
$10.4M - $11.4M
|
1.82M
$64.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
315K+ 15.6% |
$9.22M - $10.1M
|
2.34M
$82.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
307KNew |
$9M - $9.86M
|
307K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
239K+ 1.64% |
$7M - $7.66M
|
14.8M
$521M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
199K+ 54.77% |
$5.81M - $6.37M
|
561K
$19.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
190K+ 56.58% |
$5.55M - $6.08M
|
525K
$18.4M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
171K+ 201.36% |
$5.01M - $5.49M
|
256K
$9.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
159KNew |
$4.64M - $5.08M
|
159K
$5.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
146K+ 3.02% |
$4.27M - $4.68M
|
4.98M
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
105K+ 119.3% |
$3.07M - $3.36M
|
193K
$6.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
102KNew |
$2.99M - $3.27M
|
102K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
102KNew |
$2.99M - $3.27M
|
102K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
81.4K+ 3.09% |
$2.38M - $2.61M
|
2.72M
$95.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
76.5K+ 100.71% |
$2.24M - $2.45M
|
152K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
72.4KNew |
$2.12M - $2.32M
|
72.4K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
66.3K+ 146.71% |
$1.94M - $2.13M
|
111K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
64.7K+ 7.16% |
$1.89M - $2.08M
|
969K
$34.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
55.1K+ 0.95% |
$1.61M - $1.77M
|
5.84M
$205M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52.9K+ 282.95% |
$1.55M - $1.7M
|
71.6K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
50.3K+ 8.73% |
$1.47M - $1.61M
|
626K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
49.4KNew |
$1.44M - $1.58M
|
49.4K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
48.9K+ 11.34% |
$1.43M - $1.57M
|
480K
$16.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
48.8KNew |
$1.43M - $1.57M
|
48.8K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.5K+ 10.56% |
$1.42M - $1.55M
|
508K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
47.7KNew |
$1.39M - $1.53M
|
47.7K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42.2K+ 46.37% |
$1.23M - $1.35M
|
133K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
38.9K+ 1.29% |
$1.14M - $1.25M
|
3.05M
$107M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
37.6KNew |
$1.1M - $1.2M
|
37.6K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
36.9KNew |
$1.08M - $1.18M
|
36.9K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
30.8KNew |
$902K - $989K
|
30.8K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
30.4KNew |
$890K - $975K
|
30.4K
$1.07M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
30.1KNew |
$882K - $966K
|
30.1K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.1K+ 1.78% |
$881K - $965K
|
1.72M
$60.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
28.8K+ 257.47% |
$843K - $924K
|
40K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28K+ 17.26% |
$818K - $896K
|
190K
$6.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
27.8K+ 9.38% |
$813K - $890K
|
324K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
26.6K+ 1.73% |
$777K - $852K
|
1.57M
$55.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
25.1K+ 5.7% |
$735K - $805K
|
465K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
24.7KNew |
$722K - $791K
|
24.7K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23KNew |
$673K - $737K
|
23K
$809K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.8KNew |
$638K - $699K
|
21.8K
$767K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20K+ 49.65% |
$586K - $643K
|
60.4K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20K+ 6.16% |
$586K - $642K
|
346K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
18.9KNew |
$554K - $607K
|
18.9K
$666K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
18.9K+ 87.65% |
$553K - $606K
|
40.4K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
18.8K+ 24.39% |
$550K - $603K
|
95.9K
$3.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.3K+ 159.6% |
$536K - $587K
|
29.8K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
18.3KNew |
$535K - $586K
|
18.3K
$643K
|