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 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
343New |
$10K - $11K
|
343
$11.6K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
321New |
$9.39K - $10.3K
|
321
$10.8K
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
318+ 2.55% |
$9.3K - $10.2K
|
12.8K
$430K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
246+ 1.49% |
$7.2K - $7.89K
|
16.7K
$564K
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
236+ 2.4% |
$6.91K - $7.57K
|
10.1K
$339K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
230+ 3.24% |
$6.73K - $7.37K
|
7.33K
$247K
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
223+ 1.41% |
$6.52K - $7.15K
|
16.1K
$541K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
215+ 1.83% |
$6.29K - $6.89K
|
12K
$403K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
207+ 162.99% |
$6.06K - $6.64K
|
334
$11.2K
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
202+ 4.69% |
$5.91K - $6.48K
|
4.51K
$152K
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
201+ 0.66% |
$5.88K - $6.44K
|
30.8K
$1.04M
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
200+ 1.9% |
$5.85K - $6.41K
|
10.7K
$361K
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
196+ 2.49% |
$5.73K - $6.28K
|
8.06K
$272K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
195New |
$5.71K - $6.25K
|
195
$6.57K
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
178+ 61.38% |
$5.21K - $5.71K
|
468
$15.8K
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
166+ 1.93% |
$4.86K - $5.32K
|
8.75K
$295K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
165+ 1.98% |
$4.83K - $5.29K
|
8.51K
$287K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
158New |
$4.62K - $5.07K
|
158
$5.32K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
155+ 0.81% |
$4.54K - $4.97K
|
19.4K
$652K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
152New |
$4.45K - $4.87K
|
152
$5.12K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
150+ 2.03% |
$4.39K - $4.81K
|
7.54K
$254K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
149+ 0.5% |
$4.36K - $4.78K
|
29.8K
$1M
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
144+ 0.98% |
$4.21K - $4.62K
|
14.8K
$499K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
143+ 17.33% |
$4.18K - $4.58K
|
968
$32.6K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
140New |
$4.1K - $4.49K
|
140
$4.72K
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
125+ 3.31% |
$3.66K - $4.01K
|
3.9K
$131K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
114+ 37.75% |
$3.34K - $3.65K
|
416
$14K
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
112+ 8.43% |
$3.28K - $3.59K
|
1.44K
$48.5K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
109+ 0.35% |
$3.19K - $3.49K
|
31K
$1.04M
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
94+ 1342.86% |
$2.75K - $3.01K
|
101
$3.4K
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
91+ 1.99% |
$2.66K - $2.92K
|
4.68K
$157K
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
89+ 0.76% |
$2.6K - $2.85K
|
11.8K
$397K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 7.34% |
$2.34K - $2.56K
|
1.17K
$39.4K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
75+ 1.95% |
$2.19K - $2.4K
|
3.93K
$132K
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
72+ 1.01% |
$2.11K - $2.31K
|
7.23K
$244K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
67New |
$1.96K - $2.15K
|
67
$2.26K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$1.96K - $2.15K
|
67
$2.26K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
63+ 78.75% |
$1.84K - $2.02K
|
143
$4.82K
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
61+ 0.42% |
$1.78K - $1.96K
|
14.6K
$493K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
60+ 3.09% |
$1.76K - $1.92K
|
2K
$67.5K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45+ 0.46% |
$1.32K - $1.44K
|
9.92K
$334K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
42+ 0.7% |
$1.23K - $1.35K
|
6.07K
$204K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40+ 4.59% |
$1.17K - $1.28K
|
911
$30.7K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29+ 11.28% |
$849 - $930
|
286
$9.63K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25+ 0.38% |
$732 - $802
|
6.66K
$224K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
21+ 131.25% |
$614 - $673
|
37
$1.25K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.1% |
$556 - $609
|
18.3K
$618K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16+ 1.48% |
$468 - $513
|
1.1K
$37K
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
16+ 0.21% |
$468 - $513
|
7.68K
$259K
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
15+ 1.11% |
$439 - $481
|
1.37K
$46.1K
|