Latest Institutional Transactions on Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information on the latest institutional transactions involving Ishares, Inc. Ishares Esg Awar (ESGE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.56K+ 3.03% |
$233K - $296K
|
257K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
541+ 3.99% |
$16.7K - $21.2K
|
14.1K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 1.86% |
$3.8K - $4.82K
|
6.5K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-55- 0.82% |
$1.7K - $2.15K
|
6.67K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.69KNew |
$175K - $223K
|
5.69K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
518New |
$16K - $20.3K
|
518
$20.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-77- 0.58% |
$2.38K - $3.02K
|
13.2K
$519K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.43K+ 15.68% |
$44.2K - $56.1K
|
10.6K
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 10.79% |
$50.1K - $63.5K
|
13.4K
$527K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
675+ 6.52% |
$20.8K - $26.4K
|
11K
$433K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.09% |
$556 - $705
|
20.3K
$796K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.7K- 11.96% |
$83.3K - $106K
|
19.9K
$781K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 2.27% |
$556 - $705
|
775
$30.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-894- 9.39% |
$27.6K - $35K
|
8.63K
$339K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.43K+ 21.32% |
$44.2K - $56.1K
|
8.15K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.13K+ 10.95% |
$65.9K - $83.6K
|
21.6K
$849K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
435New |
$13.4K - $17K
|
435
$17.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.69K+ 9.36% |
$83K - $105K
|
31.4K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
252+ 0.48% |
$7.78K - $9.87K
|
52.6K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
4.27K+ 1.03% |
$132K - $167K
|
418K
$16.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
11.1KNew |
$342K - $433K
|
11.1K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-410- 0.88% |
$12.7K - $16.1K
|
46.3K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-202- 1.1% |
$6.24K - $7.91K
|
18.2K
$716K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.31KNew |
$164K - $208K
|
5.31K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 0.62% |
$1.45K - $1.84K
|
7.65K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.38K- 7.26% |
$104K - $133K
|
43.2K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 0.29% |
$833 - $1.06K
|
9.5K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-11.1K- 7.32% |
$341K - $433K
|
140K
$5.5M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
149K+ 2084.01% |
$4.59M - $5.82M
|
156K
$6.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-483- 2.34% |
$14.9K - $18.9K
|
20.1K
$790K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.59KNew |
$173K - $219K
|
5.59K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$349K - $442K
|
11.3K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.3K- 50.73% |
$381K - $483K
|
12K
$470K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.47K- 39.15% |
$107K - $136K
|
5.39K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
170+ 0.56% |
$5.25K - $6.66K
|
30.3K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 130.77% |
$1.57K - $2K
|
90
$3.54K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.32K+ 1.93% |
$40.9K - $51.9K
|
70K
$2.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$559K - $709K
|
18.1K
$711K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
73+ 0.89% |
$2.25K - $2.86K
|
8.29K
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
385+ 1.91% |
$11.9K - $15.1K
|
20.5K
$805K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90New |
$2.78K - $3.53K
|
90
$3.54K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.27K- 8.63% |
$70K - $88.8K
|
24K
$943K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.2K- 3.71% |
$37K - $47K
|
31.1K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
127+ 1.03% |
$3.92K - $4.97K
|
12.5K
$491K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
755+ 2.96% |
$23.3K - $29.6K
|
26.2K
$1.03M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-214- 3.16% |
$6.61K - $8.38K
|
6.56K
$258K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-405- 5.25% |
$12.5K - $15.9K
|
7.31K
$287K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
711+ 5.06% |
$21.9K - $27.8K
|
14.8K
$580K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-411- 40.73% |
$13.5K - $14.9K
|
598
$23.5K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
9.02K+ 227.59% |
$295K - $327K
|
13K
$510K
|
|