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 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
25+ 0.42% |
$835 - $941
|
6.01K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 0.37% |
$735 - $829
|
6.04K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21+ 27.27% |
$701 - $791
|
98
$3.68K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
21New |
$701 - $791
|
21
$789
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
21+ 0.32% |
$701 - $791
|
6.49K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
19+ 1.57% |
$634 - $716
|
1.23K
$46.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.09% |
$534 - $603
|
17.8K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16+ 0.16% |
$534 - $603
|
9.78K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 0.47% |
$467 - $527
|
3K
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
14+ 0.16% |
$467 - $527
|
8.72K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
10+ 0.11% |
$334 - $377
|
9.32K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8+ 1.62% |
$267 - $301
|
502
$18.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8New |
$267 - $301
|
8
$301
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 1.43% |
$267 - $301
|
567
$21.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.4% |
$200 - $226
|
435
$16.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4+ 0.53% |
$134 - $151
|
753
$28.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 2.08% |
$100 - $113
|
147
$5.52K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$66.8 - $75.3
|
111
$4.17K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.89% |
$33.4 - $37.7
|
54
$2.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.7% |
$33.4 - $37.7
|
38
$1.43K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$33.4 - $37.7
|
17.4K
$654K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 0.23% |
$100 - $113
|
1.29K
$48.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.05% |
$200 - $226
|
12K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 7.78% |
$234 - $264
|
83
$3.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.1% |
$234 - $264
|
6.75K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11- 45.83% |
$367 - $414
|
13
$488
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-15- 0.24% |
$501 - $565
|
6.18K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-20- 0.18% |
$668 - $753
|
11.2K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 0.21% |
$801 - $904
|
11.2K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-28- 9.12% |
$935 - $1.05K
|
279
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-36- 1.97% |
$1.2K - $1.36K
|
1.79K
$67.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-38- 2.64% |
$1.27K - $1.43K
|
1.4K
$52.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 7.08% |
$1.34K - $1.51K
|
525
$19.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-42- 0.62% |
$1.4K - $1.58K
|
6.74K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-55- 0.99% |
$1.84K - $2.07K
|
5.53K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-59- 0.32% |
$1.97K - $2.22K
|
18.7K
$701K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 0.71% |
$2K - $2.26K
|
8.35K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-61- 0.14% |
$2.04K - $2.3K
|
43.8K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-65- 0.43% |
$2.17K - $2.45K
|
15.1K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-69- 0.74% |
$2.3K - $2.6K
|
9.29K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-78- 2.16% |
$2.6K - $2.94K
|
3.53K
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-80- 2.34% |
$2.67K - $3.01K
|
3.34K
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-81- 5.59% |
$2.7K - $3.05K
|
1.37K
$51.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-98- 0.83% |
$3.27K - $3.69K
|
11.7K
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 0.77% |
$3.34K - $3.77K
|
12.9K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-103- 5.02% |
$3.44K - $3.88K
|
1.95K
$73.2K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-109- 12.08% |
$3.64K - $4.1K
|
793
$29.8K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-112- 0.96% |
$3.74K - $4.22K
|
11.5K
$433K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-115- 1.33% |
$3.84K - $4.33K
|
8.53K
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-118- 1.78% |
$3.94K - $4.44K
|
6.5K
$244K
|