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 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
233+ 0.91% |
$7.78K - $8.77K
|
25.9K
$906K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
231+ 2.29% |
$7.71K - $8.7K
|
10.3K
$361K
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
220+ 1.72% |
$7.35K - $8.29K
|
13K
$455K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
220+ 4.09% |
$7.35K - $8.29K
|
5.6K
$196K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
218+ 1.85% |
$7.28K - $8.21K
|
12K
$420K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
217+ 3.57% |
$7.25K - $8.17K
|
6.3K
$220K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
217+ 6.11% |
$7.25K - $8.17K
|
3.77K
$132K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
214+ 2.93% |
$7.15K - $8.06K
|
7.53K
$264K
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
211+ 3.58% |
$7.05K - $7.95K
|
6.11K
$214K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
207+ 1.41% |
$6.91K - $7.8K
|
14.9K
$522K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
201+ 0.65% |
$6.71K - $7.57K
|
31.2K
$1.09M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
194+ 13.83% |
$6.48K - $7.31K
|
1.6K
$55.9K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
180+ 9.21% |
$6.01K - $6.78K
|
2.14K
$74.7K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
164+ 1.09% |
$5.48K - $6.18K
|
15.2K
$532K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
161+ 0.91% |
$5.38K - $6.06K
|
17.9K
$625K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
147+ 1.86% |
$4.91K - $5.54K
|
8.03K
$281K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
143+ 1.33% |
$4.77K - $5.39K
|
10.9K
$382K
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
142+ 0.33% |
$4.74K - $5.35K
|
43.8K
$1.53M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
138New |
$4.61K - $5.2K
|
138
$4.83K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
130+ 1.27% |
$4.34K - $4.9K
|
10.4K
$363K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
125+ 11.81% |
$4.17K - $4.71K
|
1.18K
$41.4K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
123New |
$4.11K - $4.63K
|
123
$4.31K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
117+ 0.11% |
$3.91K - $4.41K
|
108K
$3.79M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
108New |
$3.61K - $4.07K
|
108
$3.78K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
108+ 0.87% |
$3.61K - $4.07K
|
12.5K
$437K
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
106+ 1.45% |
$3.54K - $3.99K
|
7.39K
$259K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100New |
$3.34K - $3.77K
|
100
$3.5K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
96+ 0.52% |
$3.21K - $3.62K
|
18.5K
$647K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
86+ 1.03% |
$2.87K - $3.24K
|
8.41K
$294K
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
68+ 0.74% |
$2.27K - $2.56K
|
9.22K
$323K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
67New |
$2.24K - $2.52K
|
67
$2.35K
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
61+ 0.77% |
$2.04K - $2.3K
|
7.99K
$280K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
59+ 39.33% |
$1.97K - $2.22K
|
209
$7.32K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 0.86% |
$1.9K - $2.15K
|
6.72K
$235K
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.42% |
$1.74K - $1.96K
|
12.3K
$431K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
48New |
$1.6K - $1.81K
|
48
$1.68K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
44+ 7.05% |
$1.47K - $1.66K
|
668
$23.4K
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
35+ 0.4% |
$1.17K - $1.32K
|
8.68K
$304K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.56% |
$1.17K - $1.32K
|
1.4K
$49.1K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35+ 0.15% |
$1.17K - $1.32K
|
23.8K
$831K
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35+ 63.64% |
$1.17K - $1.32K
|
90
$3.15K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
31New |
$1.04K - $1.17K
|
31
$1.09K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31+ 4.59% |
$1.04K - $1.17K
|
707
$24.7K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30+ 0.26% |
$1K - $1.13K
|
11.4K
$397K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
26New |
$868 - $979
|
26
$910
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
26+ 0.41% |
$868 - $979
|
6.3K
$220K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
26New |
$868 - $979
|
26
$910
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
25+ 0.42% |
$835 - $941
|
6.01K
$210K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 0.37% |
$735 - $829
|
6.04K
$211K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
21New |
$701 - $791
|
21
$735
|