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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18K+ 46.76% |
$527K - $577K
|
56.5K
$1.9M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.4K+ 7.58% |
$510K - $559K
|
247K
$8.33M
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17K+ 65.79% |
$496K - $544K
|
42.8K
$1.44M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.6K+ 13.97% |
$486K - $532K
|
135K
$4.56M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15.3KNew |
$448K - $491K
|
15.3K
$516K
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
14.7K+ 5.31% |
$430K - $472K
|
292K
$9.83M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.5KNew |
$394K - $431K
|
13.5K
$453K
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
13.1KNew |
$382K - $419K
|
13.1K
$440K
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
12.7KNew |
$370K - $406K
|
12.7K
$426K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$368K - $403K
|
12.6K
$423K
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.3K+ 11.7% |
$361K - $396K
|
118K
$3.97M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 247.33% |
$359K - $393K
|
17.2K
$580K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$344K - $376K
|
11.7K
$395K
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
11.1KNew |
$326K - $357K
|
11.1K
$375K
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
11KNew |
$322K - $353K
|
11K
$371K
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11K+ 3.57% |
$321K - $352K
|
318K
$10.7M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
10.6K+ 20.53% |
$310K - $339K
|
62.1K
$2.09M
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
9.84KNew |
$288K - $316K
|
9.84K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.65K+ 7.36% |
$282K - $310K
|
141K
$4.74M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.41K+ 29.1% |
$275K - $302K
|
41.8K
$1.41M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
9.17K+ 25.99% |
$268K - $294K
|
44.4K
$1.5M
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
8.65K+ 51.18% |
$253K - $277K
|
25.6K
$861K
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
8KNew |
$234K - $256K
|
8K
$269K
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7.98K+ 5.75% |
$234K - $256K
|
147K
$4.94M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.94K+ 39.78% |
$232K - $255K
|
27.9K
$940K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.86K+ 26.12% |
$230K - $252K
|
37.9K
$1.28M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.69KNew |
$225K - $246K
|
7.69K
$259K
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
7.62KNew |
$223K - $244K
|
7.62K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.47KNew |
$219K - $239K
|
7.47K
$252K
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.47KNew |
$218K - $239K
|
7.47K
$251K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.47KNew |
$218K - $239K
|
7.47K
$251K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.43KNew |
$217K - $238K
|
7.43K
$250K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.4K+ 15.44% |
$217K - $237K
|
55.3K
$1.86M
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
7.36KNew |
$215K - $236K
|
7.36K
$248K
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.12KNew |
$208K - $228K
|
7.12K
$240K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.96K+ 14.67% |
$204K - $223K
|
54.4K
$1.83M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$200K - $219K
|
6.83K
$230K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.72KNew |
$197K - $216K
|
6.72K
$226K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.6K+ 5.93% |
$193K - $211K
|
118K
$3.97M
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
6.53KNew |
$191K - $209K
|
6.53K
$220K
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.52KNew |
$191K - $209K
|
6.52K
$220K
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
6.45K+ 12.34% |
$189K - $207K
|
58.7K
$1.98M
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.41KNew |
$188K - $206K
|
6.41K
$216K
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.32KNew |
$185K - $203K
|
6.32K
$213K
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6.27KNew |
$183K - $201K
|
6.27K
$211K
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.2K+ 20.07% |
$181K - $199K
|
37.1K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.8K+ 3.31% |
$170K - $186K
|
181K
$6.1M
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
5.78K+ 28.77% |
$169K - $185K
|
25.9K
$871K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5.69KNew |
$166K - $182K
|
5.69K
$192K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5.47KNew |
$160K - $175K
|
5.47K
$184K
|