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
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.31KNew |
$38.2K - $41.9K
|
1.31K
$44K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
1.29K+ 8.77% |
$37.8K - $41.5K
|
16K
$540K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.29K+ 19.25% |
$37.7K - $41.4K
|
7.99K
$269K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.27KNew |
$37.2K - $40.8K
|
1.27K
$42.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.26K+ 0.95% |
$37K - $40.5K
|
134K
$4.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.23K+ 4.69% |
$36.1K - $39.6K
|
27.6K
$928K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.23KNew |
$36K - $39.5K
|
1.23K
$41.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.23K+ 3.76% |
$35.8K - $39.3K
|
33.8K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.17K+ 2.68% |
$34.2K - $37.5K
|
44.8K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.16KNew |
$34K - $37.3K
|
1.16K
$39.2K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.16K+ 10.99% |
$33.9K - $37.1K
|
11.7K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.08K+ 0.68% |
$31.5K - $34.5K
|
158K
$5.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.07K+ 2.74% |
$31.2K - $34.2K
|
40.1K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.01KNew |
$29.6K - $32.4K
|
1.01K
$34.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
1K+ 3.16% |
$29.3K - $32.1K
|
32.7K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
996+ 5.3% |
$29.1K - $31.9K
|
19.8K
$666K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
996New |
$29.1K - $31.9K
|
996
$33.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
929+ 1.96% |
$27.2K - $29.8K
|
48.2K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
897+ 3.63% |
$26.2K - $28.8K
|
25.6K
$863K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
850New |
$24.9K - $27.3K
|
850
$28.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
828+ 5.0% |
$24.2K - $26.5K
|
17.4K
$586K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
813New |
$23.8K - $26.1K
|
813
$27.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
761+ 12.46% |
$22.3K - $24.4K
|
6.87K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
760+ 17.81% |
$22.2K - $24.4K
|
5.03K
$169K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
735+ 2.0% |
$21.5K - $23.6K
|
37.6K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
721+ 8.99% |
$21.1K - $23.1K
|
8.74K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
677+ 9.18% |
$19.8K - $21.7K
|
8.05K
$271K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
667+ 2.82% |
$19.5K - $21.4K
|
24.3K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
657+ 43.65% |
$19.2K - $21.1K
|
2.16K
$72.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
648New |
$19K - $20.8K
|
648
$21.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
647New |
$18.9K - $20.7K
|
647
$21.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
629+ 3.54% |
$18.4K - $20.2K
|
18.4K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
624New |
$18.3K - $20K
|
624
$21K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
617+ 3.36% |
$18.1K - $19.8K
|
19K
$639K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
600New |
$17.6K - $19.2K
|
600
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
594+ 4.75% |
$17.4K - $19K
|
13.1K
$441K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
575+ 1.03% |
$16.8K - $18.4K
|
56.6K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
558+ 4.63% |
$16.3K - $17.9K
|
12.6K
$425K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
534+ 3.82% |
$15.6K - $17.1K
|
14.5K
$488K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
531+ 5.75% |
$15.5K - $17K
|
9.77K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
506New |
$14.8K - $16.2K
|
506
$17K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
500+ 4.43% |
$14.6K - $16K
|
11.8K
$397K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
499+ 0.59% |
$14.6K - $16K
|
84.6K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
480+ 5.3% |
$14K - $15.4K
|
9.55K
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
417+ 2.96% |
$12.2K - $13.4K
|
14.5K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
407+ 0.73% |
$11.9K - $13K
|
55.8K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
402+ 4.95% |
$11.8K - $12.9K
|
8.52K
$287K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
387+ 11.3% |
$11.3K - $12.4K
|
3.81K
$128K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
370+ 45.79% |
$10.8K - $11.9K
|
1.18K
$39.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
365+ 2.31% |
$10.7K - $11.7K
|
16.2K
$544K
|