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 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-581- 1.13% |
$17K - $18.6K
|
51K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-592- 58.56% |
$17.3K - $19K
|
419
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-643- 6.99% |
$18.8K - $20.6K
|
8.55K
$288K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-700- 2.32% |
$20.5K - $22.4K
|
29.5K
$994K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-723- 14.97% |
$21.2K - $23.2K
|
4.11K
$138K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-750- 43.76% |
$21.9K - $24K
|
964
$32.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-775- 32.85% |
$22.7K - $24.8K
|
1.58K
$53.3K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-802- 3.87% |
$23.5K - $25.7K
|
19.9K
$670K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-817- 85.46% |
$23.9K - $26.2K
|
139
$4.68K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-845- 8.17% |
$24.7K - $27.1K
|
9.5K
$320K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-863- 7.59% |
$25.3K - $27.7K
|
10.5K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-945- 10.08% |
$27.7K - $30.3K
|
8.43K
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.01K- 7.6% |
$29.4K - $32.2K
|
12.2K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.01K- 0.25% |
$29.6K - $32.4K
|
412K
$13.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.03K- 6.22% |
$30K - $32.9K
|
15.5K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 12.45% |
$30.2K - $33.1K
|
7.27K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.09K- 5.96% |
$32K - $35.1K
|
17.2K
$581K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 7.4% |
$32.7K - $35.8K
|
14K
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 7.58% |
$32.8K - $35.9K
|
13.7K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.19K- 2.05% |
$34.7K - $38K
|
56.6K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.2K- 28.21% |
$35.1K - $38.5K
|
3.06K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.24K- 7.67% |
$36.1K - $39.6K
|
14.9K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.29K- 24.07% |
$37.6K - $41.2K
|
4.06K
$137K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.29K- 3.33% |
$37.8K - $41.4K
|
37.5K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.38K- 9.8% |
$40.5K - $44.3K
|
12.7K
$429K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.4K- 8.74% |
$40.9K - $44.8K
|
14.6K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.42K- 18.16% |
$41.5K - $45.5K
|
6.4K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.44K- 2.63% |
$42K - $46K
|
53.2K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.45K- 15.63% |
$42.4K - $46.5K
|
7.82K
$263K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.45K- 14.66% |
$42.4K - $46.5K
|
8.44K
$284K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.51K- 4.53% |
$44.1K - $48.3K
|
31.7K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.55K- 8.89% |
$45.3K - $49.6K
|
15.9K
$534K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.57K- 6.73% |
$46K - $50.4K
|
21.8K
$733K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.62K- 9.61% |
$47.3K - $51.8K
|
15.2K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.64K- 63.24% |
$48K - $52.6K
|
954
$32.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.79K- 0.55% |
$52.3K - $57.4K
|
324K
$10.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.8K- 9.24% |
$52.6K - $57.6K
|
17.6K
$594K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.84K- 12.33% |
$53.8K - $59K
|
13.1K
$441K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.93K- 23.38% |
$56.5K - $61.9K
|
6.33K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2K- 11.96% |
$58.6K - $64.2K
|
14.7K
$497K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.03K- 10.61% |
$59.3K - $65K
|
17.1K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2.1K- 2.0% |
$61.4K - $67.2K
|
103K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.18K- 6.23% |
$63.7K - $69.8K
|
32.7K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.19K- 4.23% |
$64K - $70.1K
|
49.5K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.32K- 17.6% |
$67.9K - $74.4K
|
10.9K
$366K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.33K- 36.18% |
$68.1K - $74.6K
|
4.1K
$138K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.33K- 3.55% |
$68.2K - $74.7K
|
63.2K
$2.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-2.43K- 4.83% |
$71.2K - $78K
|
47.9K
$1.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.47K- 23.23% |
$72.4K - $79.3K
|
8.18K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.63K- 21.34% |
$76.9K - $84.3K
|
9.69K
$326K
|