Purchases and Sales Made in Q4 2024 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 2024. 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, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23.1KNew |
$772K - $871K
|
23.1K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 47.77% |
$394K - $444K
|
36.5K
$1.24M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.91KNew |
$297K - $335K
|
8.91K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.84K+ 14.91% |
$262K - $295K
|
60.4K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.03K+ 2.86% |
$235K - $265K
|
253K
$8.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.66K+ 41.46% |
$156K - $176K
|
15.9K
$542K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
2.79K+ 0.91% |
$93.2K - $105K
|
311K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.42KNew |
$80.8K - $91.1K
|
2.42K
$82.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
2.37K+ 13.4% |
$79.1K - $89.3K
|
20.1K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.21KNew |
$73.8K - $83.2K
|
2.21K
$75.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.17K+ 3.18% |
$72.4K - $81.6K
|
70.3K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 17.45% |
$66K - $74.4K
|
13.3K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.35K+ 22.73% |
$45.1K - $50.8K
|
7.29K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.26K+ 12.19% |
$42K - $47.4K
|
11.6K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.2K+ 7.25% |
$39.9K - $45K
|
17.7K
$602K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
972+ 9.31% |
$32.5K - $36.6K
|
11.4K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
798+ 3.16% |
$26.6K - $30.1K
|
26.1K
$887K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
790+ 2.51% |
$26.4K - $29.8K
|
32.2K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
697+ 1.81% |
$23.3K - $26.2K
|
39.2K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
688+ 2.55% |
$23K - $25.9K
|
27.7K
$944K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
596+ 61.83% |
$19.9K - $22.4K
|
1.56K
$53.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
590+ 479.67% |
$19.7K - $22.2K
|
713
$24.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
518+ 4.05% |
$17.3K - $19.5K
|
13.3K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
407+ 2.0% |
$13.6K - $15.3K
|
20.8K
$708K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
361+ 4.57% |
$12.1K - $13.6K
|
8.26K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
347+ 3.03% |
$11.6K - $13.1K
|
11.8K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
303+ 0.61% |
$10.1K - $11.4K
|
50.2K
$1.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
217+ 6.11% |
$7.25K - $8.17K
|
3.77K
$128K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
201+ 0.65% |
$6.71K - $7.57K
|
31.2K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
86+ 1.03% |
$2.87K - $3.24K
|
8.41K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
61+ 0.77% |
$2.04K - $2.3K
|
7.99K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
48New |
$1.6K - $1.81K
|
48
$1.63K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
35+ 0.4% |
$1.17K - $1.32K
|
8.68K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31+ 4.59% |
$1.04K - $1.17K
|
707
$24.1K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
21New |
$701 - $791
|
21
$715
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8New |
$267 - $301
|
8
$272
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 2.08% |
$100 - $113
|
147
$5.01K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$66.8 - $75.3
|
111
$3.78K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$33.4 - $37.7
|
17.4K
$593K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 0.23% |
$100 - $113
|
1.29K
$43.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11- 45.83% |
$367 - $414
|
13
$443
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 0.21% |
$801 - $904
|
11.2K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-55- 0.99% |
$1.84K - $2.07K
|
5.53K
$188K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-78- 2.16% |
$2.6K - $2.94K
|
3.53K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-144- 0.2% |
$4.81K - $5.42K
|
70.8K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-189- 0.85% |
$6.31K - $7.12K
|
22.1K
$752K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-207- 0.66% |
$6.91K - $7.8K
|
30.9K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-214- 0.46% |
$7.15K - $8.06K
|
46.5K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-240- 2.75% |
$8.01K - $9.04K
|
8.5K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-342- 3.08% |
$11.4K - $12.9K
|
10.8K
$367K
|