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 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
15+ 0.14% |
$439 - $481
|
10.9K
$368K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 37.14% |
$380 - $417
|
48
$1.62K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 3.1% |
$351 - $385
|
399
$13.4K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 1.92% |
$234 - $256
|
425
$14.3K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 2.14% |
$87.8 - $96.2
|
143
$4.82K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.83% |
$87.8 - $96.2
|
109
$3.67K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.11% |
$58.5 - $64.1
|
1.86K
$62.6K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.49% |
$29.3 - $32.1
|
68
$2.29K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-8- 0.02% |
$234 - $256
|
34.3K
$1.16M
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 1.26% |
$263 - $289
|
704
$23.7K
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-10- 0.13% |
$293 - $321
|
7.62K
$257K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$322 - $353
|
14K
$470K
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-14- 0.11% |
$410 - $449
|
12.8K
$432K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 0.71% |
$468 - $513
|
2.25K
$75.7K
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-16- 0.17% |
$468 - $513
|
9.64K
$325K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-20- 3.39% |
$585 - $641
|
570
$19.2K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-26- 10.2% |
$761 - $834
|
229
$7.71K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 13.76% |
$761 - $834
|
163
$5.49K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-26- 13.54% |
$761 - $834
|
166
$5.59K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28- 0.29% |
$819 - $898
|
9.48K
$319K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-35- 0.24% |
$1.02K - $1.12K
|
14.7K
$494K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-54- 0.43% |
$1.58K - $1.73K
|
12.5K
$422K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-63- 11.07% |
$1.84K - $2.02K
|
506
$17K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-74- 22.02% |
$2.17K - $2.37K
|
262
$8.82K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-77- 0.43% |
$2.25K - $2.47K
|
17.7K
$596K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-118- 0.99% |
$3.45K - $3.78K
|
11.9K
$399K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-123- 1.41% |
$3.6K - $3.94K
|
8.62K
$290K
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-164- 2.36% |
$4.8K - $5.26K
|
6.79K
$229K
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-172- 2.34% |
$5.03K - $5.51K
|
7.19K
$242K
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-174- 0.52% |
$5.09K - $5.58K
|
33.3K
$1.12M
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-189- 0.55% |
$5.53K - $6.06K
|
33.9K
$1.14M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-193- 31.23% |
$5.65K - $6.19K
|
425
$14.3K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-203- 49.51% |
$5.94K - $6.51K
|
207
$6.97K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-227- 0.8% |
$6.64K - $7.28K
|
28.2K
$950K
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-285- 0.17% |
$8.34K - $9.14K
|
167K
$5.61M
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-316- 4.6% |
$9.25K - $10.1K
|
6.55K
$221K
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-338- 2.77% |
$9.89K - $10.8K
|
11.9K
$400K
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-347- 2.57% |
$10.2K - $11.1K
|
13.2K
$443K
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-350- 1.35% |
$10.2K - $11.2K
|
25.6K
$861K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-403- 8.34% |
$11.8K - $12.9K
|
4.43K
$149K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-405- 4.94% |
$11.9K - $13K
|
7.79K
$262K
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-453- 6.04% |
$13.3K - $14.5K
|
7.05K
$237K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-482- 11.7% |
$14.1K - $15.5K
|
3.64K
$122K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-485- 60.93% |
$14.2K - $15.5K
|
311
$10.5K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-510- 6.48% |
$14.9K - $16.4K
|
7.36K
$248K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-516- 21.46% |
$15.1K - $16.5K
|
1.89K
$63.6K
|
|
Feb 06, 2024
Q4 2023
|
Fiduciary Counselling Inc
|
SELL
|
- |
-547- 12.1% |
$16K - $17.5K
|
3.97K
$134K
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-557- 2.31% |
$16.3K - $17.9K
|
23.5K
$792K
|