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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.45K+ 29.9% |
$159K - $175K
|
23.7K
$797K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.38K+ 40.79% |
$157K - $172K
|
18.6K
$625K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.38K+ 40.79% |
$157K - $172K
|
18.6K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.17K+ 13.67% |
$151K - $166K
|
42.9K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
4.67K+ 35.86% |
$137K - $150K
|
17.7K
$596K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.59K+ 5.35% |
$134K - $147K
|
90.3K
$3.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.46K+ 13.27% |
$130K - $143K
|
38K
$1.28M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.46K+ 13.27% |
$130K - $143K
|
38K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.4K+ 30.3% |
$129K - $141K
|
18.9K
$637K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 5.26% |
$126K - $138K
|
86.2K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.25K+ 2.62% |
$124K - $136K
|
166K
$5.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.23KNew |
$124K - $135K
|
4.23K
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.18K+ 2088.5% |
$122K - $134K
|
4.38K
$147K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.65K+ 2.92% |
$107K - $117K
|
129K
$4.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.6K+ 5.68% |
$105K - $115K
|
66.9K
$2.25M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.43KNew |
$100K - $110K
|
3.43K
$115K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.39K+ 11.63% |
$99.2K - $109K
|
32.5K
$1.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.23K+ 11.93% |
$94.5K - $104K
|
30.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.12K+ 32.91% |
$91.2K - $99.9K
|
12.6K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.95K+ 13.08% |
$86.2K - $94.4K
|
25.5K
$858K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.94K+ 8.37% |
$86K - $94.2K
|
38K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.8K+ 5.93% |
$82K - $89.9K
|
50.1K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.52K+ 11.76% |
$73.8K - $80.9K
|
24K
$807K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.43K+ 15.81% |
$71.2K - $78K
|
17.8K
$600K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.4K+ 26.89% |
$70.3K - $77K
|
11.3K
$382K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
2.3K+ 8.42% |
$67.2K - $73.7K
|
29.6K
$997K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.26K+ 4.59% |
$66.1K - $72.4K
|
51.5K
$1.73M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 21.43% |
$64K - $70.1K
|
12.4K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.18K+ 23.92% |
$63.7K - $69.8K
|
11.3K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.07K+ 1.44% |
$60.5K - $66.3K
|
146K
$4.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.02KNew |
$59K - $64.7K
|
2.02K
$68K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.85K+ 12.62% |
$54.2K - $59.4K
|
16.5K
$557K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.82KNew |
$53.2K - $58.3K
|
1.82K
$61.2K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.79K+ 5.05% |
$52.2K - $57.2K
|
37.1K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.7K+ 0.28% |
$49.7K - $54.4K
|
601K
$20.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.66K+ 19.2% |
$48.5K - $53.1K
|
10.3K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.63KNew |
$47.8K - $52.3K
|
1.63K
$55K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
1.63K+ 21.3% |
$47.6K - $52.2K
|
9.27K
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
1.61K+ 12.83% |
$47.1K - $51.6K
|
14.2K
$477K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.6K+ 4.34% |
$46.8K - $51.3K
|
38.5K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.6K+ 10.96% |
$46.7K - $51.2K
|
16.2K
$544K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.56KNew |
$45.7K - $50.1K
|
1.56K
$52.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.55K+ 3.27% |
$45.4K - $49.7K
|
49K
$1.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.52K+ 15.94% |
$44.4K - $48.6K
|
11K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.51K+ 5.75% |
$44.2K - $48.4K
|
27.8K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.51K+ 15.45% |
$44.2K - $48.4K
|
11.3K
$380K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.51K+ 341.4% |
$44.2K - $48.4K
|
1.95K
$65.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.5K+ 7.35% |
$43.7K - $47.9K
|
21.8K
$736K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.48K+ 8.58% |
$43.2K - $47.3K
|
18.7K
$629K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.34K+ 2.26% |
$39.1K - $42.8K
|
60.5K
$2.04M
|