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 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-965- 3.1% |
$32.2K - $36.3K
|
30.1K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 1.9% |
$35.2K - $39.7K
|
54.5K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.09K- 4.58% |
$36.4K - $41.1K
|
22.7K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.79% |
$36.7K - $41.4K
|
38.3K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.19K- 4.74% |
$39.9K - $45K
|
24K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 6.24% |
$39.9K - $45K
|
18K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.2K- 2.84% |
$40K - $45.1K
|
40.9K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.27K- 5.06% |
$42.4K - $47.8K
|
23.8K
$894K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.31K- 17.67% |
$43.6K - $49.1K
|
6.08K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.33K- 4.6% |
$44.5K - $50.2K
|
27.7K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.33K- 13.15% |
$44.5K - $50.2K
|
8.8K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.39K- 10.68% |
$46.4K - $52.4K
|
11.6K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.42K- 14.03% |
$47.5K - $53.6K
|
8.71K
$327K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.43K- 2.22% |
$47.6K - $53.7K
|
62.8K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.43K- 3.97% |
$47.7K - $53.8K
|
34.6K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.47K- 3.03% |
$48.9K - $55.2K
|
46.8K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.52K- 2.46% |
$50.9K - $57.4K
|
60.4K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.54K- 4.51% |
$51.6K - $58.1K
|
32.7K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.58K- 16.67% |
$52.9K - $59.7K
|
7.92K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.68K- 32.59% |
$56.1K - $63.3K
|
3.48K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.7K- 8.32% |
$56.6K - $63.8K
|
18.7K
$702K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.7K- 1.06% |
$56.8K - $64.1K
|
159K
$5.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.75K- 7.39% |
$58.3K - $65.8K
|
21.9K
$822K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 3.2% |
$59K - $66.5K
|
53.5K
$2.01M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.77K- 0.66% |
$59.2K - $66.8K
|
266K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.79K- 0.86% |
$59.6K - $67.2K
|
207K
$7.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.8K- 71.74% |
$60.1K - $67.8K
|
709
$26.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.95K- 10.5% |
$65.2K - $73.5K
|
16.7K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.98K- 3.29% |
$66K - $74.5K
|
58K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 3.14% |
$68.2K - $76.9K
|
63K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.06K- 0.69% |
$68.9K - $77.7K
|
297K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 22.48% |
$70.9K - $80K
|
7.33K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.13K- 13.29% |
$71K - $80K
|
13.9K
$521K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.23K- 96.03% |
$74.4K - $83.9K
|
92
$3.46K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 10.04% |
$77.2K - $87.1K
|
20.7K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.53K- 4.1% |
$84.5K - $95.4K
|
59.2K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.55K- 1.83% |
$85K - $95.8K
|
137K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.59K- 6.42% |
$86.5K - $97.5K
|
37.8K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.67K- 0.37% |
$89.2K - $101K
|
723K
$27.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.78K- 15.39% |
$92.9K - $105K
|
15.3K
$575K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.17K- 26.76% |
$106K - $119K
|
8.67K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 15.07% |
$110K - $124K
|
18.6K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.44K- 26.79% |
$115K - $130K
|
9.4K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.54K- 16.17% |
$118K - $133K
|
18.3K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.58K- 19.71% |
$120K - $135K
|
14.6K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.62K- 9.77% |
$121K - $136K
|
33.4K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.62K- 1.92% |
$121K - $136K
|
185K
$6.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.7K- 33.62% |
$124K - $139K
|
7.31K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.79K- 14.14% |
$127K - $143K
|
23K
$864K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.82K- 5.71% |
$127K - $144K
|
63K
$2.37M
|