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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.6K+ 14.85% |
$120K - $135K
|
27.8K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.38K+ 3.3% |
$113K - $127K
|
106K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.2K+ 10.09% |
$107K - $121K
|
34.9K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.1K+ 8.49% |
$104K - $117K
|
39.6K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.05K+ 2.02% |
$102K - $115K
|
154K
$5.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
2.79K+ 0.91% |
$93.2K - $105K
|
311K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.73K+ 8.3% |
$91K - $103K
|
35.6K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.53K+ 19.75% |
$84.5K - $95.4K
|
15.4K
$577K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.52K+ 72.54% |
$84.1K - $94.8K
|
5.99K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.46K+ 2.89% |
$82.1K - $92.6K
|
87.6K
$3.29M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.45K+ 14.07% |
$81.8K - $92.3K
|
19.9K
$746K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.42KNew |
$80.8K - $91.1K
|
2.42K
$90.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.39K+ 1.7% |
$79.7K - $89.9K
|
143K
$5.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
2.37K+ 13.4% |
$79.1K - $89.3K
|
20.1K
$753K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.3K+ 6.95% |
$76.9K - $86.7K
|
35.4K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.28K+ 9.02% |
$76.2K - $86K
|
27.6K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
2.25KNew |
$75.1K - $84.7K
|
2.25K
$84.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.21KNew |
$73.8K - $83.2K
|
2.21K
$83K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.17K+ 3.18% |
$72.4K - $81.6K
|
70.3K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.16K+ 21.36% |
$72K - $81.2K
|
12.2K
$460K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.13K+ 7.47% |
$71.3K - $80.4K
|
30.7K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.13K+ 20.74% |
$71.3K - $80.4K
|
12.4K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.01K+ 5.92% |
$67.2K - $75.8K
|
36.1K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.98K+ 2.38% |
$66K - $74.5K
|
85K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 17.45% |
$66K - $74.4K
|
13.3K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 17.16% |
$65.9K - $74.3K
|
13.5K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.95KNew |
$64.9K - $73.2K
|
1.95K
$73.1K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.91KNew |
$63.7K - $71.8K
|
1.91K
$71.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.88KNew |
$62.8K - $70.8K
|
1.88K
$70.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 10.39% |
$60.7K - $68.5K
|
19.3K
$725K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.65K+ 8.07% |
$55.1K - $62.1K
|
22.1K
$830K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.65K+ 7.9% |
$55K - $62K
|
22.5K
$845K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.65K+ 13.14% |
$55K - $62K
|
14.2K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.52K+ 1.46% |
$50.8K - $57.3K
|
106K
$3.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.48K+ 22.12% |
$49.4K - $55.7K
|
8.17K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.44K+ 4.23% |
$48.1K - $54.2K
|
35.4K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.44K+ 9.74% |
$48.1K - $54.2K
|
16.2K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 37.92% |
$46.5K - $52.5K
|
5.07K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.38K+ 5.59% |
$46.2K - $52.1K
|
26.1K
$981K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.35K+ 22.73% |
$45.1K - $50.8K
|
7.29K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.26K+ 12.19% |
$42K - $47.4K
|
11.6K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.25KNew |
$41.8K - $47.2K
|
1.25K
$47.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.2K+ 7.25% |
$39.9K - $45K
|
17.7K
$665K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.06K+ 6.36% |
$35.4K - $39.9K
|
17.7K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.05K+ 2.04% |
$34.9K - $39.4K
|
52.2K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.02K+ 2.03% |
$34K - $38.3K
|
51.2K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 34.62% |
$33.5K - $37.8K
|
3.9K
$147K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
972+ 9.31% |
$32.5K - $36.6K
|
11.4K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
909+ 5.86% |
$30.4K - $34.2K
|
16.4K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
824+ 6.09% |
$27.5K - $31K
|
14.3K
$539K
|