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 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.86K- 18.2% |
$83.7K - $91.8K
|
12.9K
$433K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.2K- 12.75% |
$93.5K - $102K
|
21.9K
$737K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.21K- 9.98% |
$94K - $103K
|
29K
$975K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.34K- 14.12% |
$97.8K - $107K
|
20.3K
$685K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-3.4K- 4.18% |
$99.5K - $109K
|
78K
$2.63M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-3.4K- 4.18% |
$99.5K - $109K
|
78K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.5K- 5.24% |
$102K - $112K
|
63.3K
$2.13M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.57K- 33.4% |
$104K - $114K
|
7.12K
$240K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.77K- 5.69% |
$110K - $121K
|
62.6K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.78K- 22.16% |
$111K - $121K
|
13.3K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.9K- 9.9% |
$114K - $125K
|
35.5K
$1.2M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.93K- 10.64% |
$115K - $126K
|
33K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.14K- 28.65% |
$121K - $133K
|
10.3K
$347K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.49K- 29.75% |
$131K - $144K
|
10.6K
$357K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.49K- 29.75% |
$131K - $144K
|
10.6K
$357K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.68K- 12.87% |
$137K - $150K
|
31.7K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.79K- 86.86% |
$140K - $154K
|
725
$24.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.91K- 21.98% |
$144K - $158K
|
17.4K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-4.98K- 65.91% |
$146K - $160K
|
2.57K
$86.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-5.12K- 13.32% |
$150K - $164K
|
33.3K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.38K- 5.92% |
$157K - $172K
|
85.4K
$2.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-5.41K- 22.27% |
$158K - $173K
|
18.9K
$636K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.63K- 4.48% |
$165K - $181K
|
120K
$4.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.08K- 6.38% |
$178K - $195K
|
89.2K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.15K- 18.59% |
$180K - $197K
|
26.9K
$907K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.44K- 23.11% |
$188K - $206K
|
21.4K
$721K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.46K- 9.53% |
$189K - $207K
|
61.4K
$2.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.47K- 46.79% |
$189K - $207K
|
7.36K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.58K- 21.32% |
$193K - $211K
|
24.3K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6.6K- 7.48% |
$193K - $212K
|
81.6K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.76K- 12.96% |
$198K - $217K
|
45.4K
$1.53M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-6.81K- 2.47% |
$199K - $218K
|
269K
$9.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7.7K- 7.35% |
$225K - $247K
|
97.1K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.06K- 38.05% |
$265K - $291K
|
14.8K
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-9.48K- 7.2% |
$277K - $304K
|
122K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-11.6K- 14.0% |
$338K - $371K
|
71K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-12.1K- 40.6% |
$353K - $387K
|
17.7K
$595K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12.5K- 61.2% |
$365K - $400K
|
7.91K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-12.9K- 26.11% |
$378K - $414K
|
36.5K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-13.1K- 81.17% |
$383K - $420K
|
3.04K
$102K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.1K- 66.09% |
$384K - $420K
|
6.73K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.7K- 14.85% |
$402K - $440K
|
78.7K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.1K- 15.59% |
$411K - $450K
|
76.1K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-15.1K- 10.07% |
$441K - $483K
|
135K
$4.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-15.3K- 24.7% |
$448K - $491K
|
46.7K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15.6K- 83.85% |
$455K - $499K
|
3K
$101K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.8K- 24.82% |
$462K - $506K
|
47.8K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 23.01% |
$475K - $520K
|
54.3K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.7K- 67.34% |
$490K - $536K
|
8.12K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.7K- 53.93% |
$490K - $537K
|
14.3K
$482K
|