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 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
795+ 67.09% |
$26.5K - $29.9K
|
1.98K
$69.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
790+ 2.51% |
$26.4K - $29.8K
|
32.2K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
774+ 17.56% |
$25.8K - $29.1K
|
5.18K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
748+ 10.39% |
$25K - $28.2K
|
7.95K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
709+ 2.36% |
$23.7K - $26.7K
|
30.8K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
704+ 6.76% |
$23.5K - $26.5K
|
11.1K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
697+ 1.81% |
$23.3K - $26.2K
|
39.2K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
688+ 2.55% |
$23K - $25.9K
|
27.7K
$970K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
687+ 2.26% |
$22.9K - $25.9K
|
31.1K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
674New |
$22.5K - $25.4K
|
674
$23.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
663+ 0.98% |
$22.1K - $25K
|
68K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
630+ 0.05% |
$21K - $23.7K
|
1.26M
$44.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
596+ 61.83% |
$19.9K - $22.4K
|
1.56K
$54.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
590+ 479.67% |
$19.7K - $22.2K
|
713
$25K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
585+ 1.02% |
$19.5K - $22K
|
57.9K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
584+ 3.82% |
$19.5K - $22K
|
15.9K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
575+ 3.96% |
$19.2K - $21.7K
|
15.1K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
537+ 3.41% |
$17.9K - $20.2K
|
16.3K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
535+ 1.57% |
$17.9K - $20.1K
|
34.6K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
518+ 4.05% |
$17.3K - $19.5K
|
13.3K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
484+ 92.19% |
$16.2K - $18.2K
|
1.01K
$35.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
481+ 2.68% |
$16.1K - $18.1K
|
18.4K
$644K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
460+ 3.04% |
$15.4K - $17.3K
|
15.6K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
442+ 2.79% |
$14.8K - $16.6K
|
16.3K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
440+ 3.34% |
$14.7K - $16.6K
|
13.6K
$476K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
438+ 2.95% |
$14.6K - $16.5K
|
15.3K
$535K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
435New |
$14.5K - $16.4K
|
435
$15.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
423+ 1.01% |
$14.1K - $15.9K
|
42.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
423+ 8.51% |
$14.1K - $15.9K
|
5.39K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
414+ 42.51% |
$13.8K - $15.6K
|
1.39K
$48.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
411+ 0.72% |
$13.7K - $15.5K
|
57.2K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
407+ 2.0% |
$13.6K - $15.3K
|
20.8K
$727K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
390+ 51.45% |
$13K - $14.7K
|
1.15K
$40.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
384New |
$12.8K - $14.5K
|
384
$13.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
370+ 6.1% |
$12.4K - $13.9K
|
6.44K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
361+ 4.57% |
$12.1K - $13.6K
|
8.26K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
358+ 0.73% |
$12K - $13.5K
|
49.3K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
351+ 2.24% |
$11.7K - $13.2K
|
16K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
347+ 3.03% |
$11.6K - $13.1K
|
11.8K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
339+ 2.64% |
$11.3K - $12.8K
|
13.2K
$461K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
325New |
$10.9K - $12.2K
|
325
$11.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
312New |
$10.4K - $11.7K
|
312
$10.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
303+ 0.61% |
$10.1K - $11.4K
|
50.2K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
295+ 6.42% |
$9.85K - $11.1K
|
4.89K
$171K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
291+ 2.0% |
$9.72K - $11K
|
14.8K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
274+ 219.2% |
$9.15K - $10.3K
|
399
$14K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
274New |
$9.15K - $10.3K
|
274
$9.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
268+ 1.49% |
$8.95K - $10.1K
|
18.2K
$637K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
239New |
$7.98K - $9K
|
239
$8.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
234+ 2.28% |
$7.81K - $8.81K
|
10.5K
$367K
|