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 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-17.5K- 61.3% |
$511K - $560K
|
11K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.6K- 72.46% |
$514K - $563K
|
6.68K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-17.8K- 22.43% |
$520K - $569K
|
61.4K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.4K- 2.4% |
$537K - $589K
|
746K
$25.1M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-18.9K- 46.82% |
$553K - $606K
|
21.5K
$723K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19K- 43.54% |
$555K - $609K
|
24.6K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.2K- 56.37% |
$561K - $615K
|
14.8K
$500K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-20.3K- 74.29% |
$594K - $651K
|
7.03K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.1K- 89.01% |
$646K - $708K
|
2.73K
$91.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-24.2K- 35.57% |
$707K - $774K
|
43.8K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.8K- 66.44% |
$725K - $794K
|
12.5K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-25.1K- 6.56% |
$733K - $804K
|
357K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.8K- 5.93% |
$756K - $828K
|
410K
$13.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-26.7K- 16.4% |
$780K - $855K
|
136K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.6K- 67.16% |
$807K - $884K
|
13.5K
$454K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-29.1K- 96.54% |
$851K - $932K
|
1.04K
$35.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.1K- 39.17% |
$909K - $996K
|
48.2K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-33.5K- 9.54% |
$980K - $1.07M
|
318K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34.9K- 25.28% |
$1.02M - $1.12M
|
103K
$3.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.5K- 52.81% |
$1.07M - $1.17M
|
32.6K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36.9K- 43.43% |
$1.08M - $1.18M
|
48.1K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.3K- 9.08% |
$1.09M - $1.2M
|
373K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38.5K- 38.72% |
$1.13M - $1.23M
|
60.9K
$2.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-39.9K- 7.17% |
$1.17M - $1.28M
|
516K
$17.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-44.6K- 52.08% |
$1.3M - $1.43M
|
41K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47.7K- 49.23% |
$1.39M - $1.53M
|
49.1K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-50.2K- 5.54% |
$1.47M - $1.61M
|
856K
$28.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-50.4K- 54.85% |
$1.48M - $1.62M
|
41.5K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-50.6K- 27.3% |
$1.48M - $1.62M
|
135K
$4.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55.1K- 8.29% |
$1.61M - $1.77M
|
609K
$20.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71.1K- 41.55% |
$2.08M - $2.28M
|
100K
$3.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-80.8K- 77.27% |
$2.36M - $2.59M
|
23.8K
$800K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-83K- 61.62% |
$2.43M - $2.66M
|
51.7K
$1.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-85.7K- 74.02% |
$2.51M - $2.75M
|
30.1K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-99.2K- 55.65% |
$2.9M - $3.18M
|
79.1K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-104K- 4.17% |
$3.04M - $3.33M
|
2.39M
$80.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-105K- 54.22% |
$3.08M - $3.37M
|
88.9K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-126K- 7.24% |
$3.69M - $4.04M
|
1.62M
$54.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-145K- 65.91% |
$4.24M - $4.64M
|
74.9K
$2.52M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-186K- 87.5% |
$5.45M - $5.97M
|
26.6K
$896K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-207K- 17.62% |
$6.07M - $6.65M
|
970K
$32.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-234K- 76.67% |
$6.84M - $7.5M
|
71.1K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-245K- 34.15% |
$7.17M - $7.86M
|
473K
$15.9M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-298K- 96.88% |
$8.72M - $9.55M
|
9.59K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-331K- 61.97% |
$9.69M - $10.6M
|
203K
$6.85M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-345K- 17.6% |
$10.1M - $11.1M
|
1.62M
$54.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-372K- 66.05% |
$10.9M - $11.9M
|
191K
$6.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-420K- 56.86% |
$12.3M - $13.5M
|
319K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-422K- 44.25% |
$12.3M - $13.5M
|
532K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-529K- 11.09% |
$15.5M - $17M
|
4.24M
$143M
|