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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-139- 15.58% |
$5.43K - $6.04K
|
753
$33.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-20.9K- 45.65% |
$817K - $908K
|
24.9K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.79K+ 1.89% |
$109K - $121K
|
151K
$6.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
42+ 0.26% |
$1.64K - $1.82K
|
15.9K
$701K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.61KNew |
$219K - $243K
|
5.61K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.22K+ 19.23% |
$86.7K - $96.4K
|
13.8K
$606K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-800- 7.15% |
$31.2K - $34.7K
|
10.4K
$457K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-522- 3.06% |
$20.4K - $22.7K
|
16.5K
$728K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.36K- 9.46% |
$92.1K - $102K
|
22.6K
$992K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-931- 2.27% |
$36.4K - $40.4K
|
40.2K
$1.77M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
522+ 3.91% |
$20.4K - $22.7K
|
13.9K
$611K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.21K+ 6.65% |
$125K - $139K
|
51.5K
$2.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.71KNew |
$184K - $205K
|
4.71K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-320- 2.25% |
$12.5K - $13.9K
|
13.9K
$612K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
860+ 0.81% |
$33.6K - $37.3K
|
107K
$4.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-68- 3.91% |
$2.66K - $2.95K
|
1.67K
$73.6K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-6.15K- 4.46% |
$240K - $267K
|
132K
$5.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.41K+ 17.06% |
$55.2K - $61.3K
|
9.69K
$426K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.83KNew |
$189K - $210K
|
4.83K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-434- 2.65% |
$17K - $18.8K
|
16K
$702K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.41K+ 1.65% |
$328K - $365K
|
519K
$22.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3- 0.52% |
$117 - $130
|
572
$25.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
336+ 5.03% |
$13.1K - $14.6K
|
7.02K
$309K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-200- 0.93% |
$7.81K - $8.68K
|
21.4K
$942K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.08KNew |
$120K - $134K
|
3.08K
$136K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-106- 2.07% |
$4.14K - $4.6K
|
5.03K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.88KNew |
$230K - $255K
|
5.88K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.05KNew |
$40.9K - $45.5K
|
1.05K
$46.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-750- 8.24% |
$29.3K - $32.6K
|
8.35K
$367K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
29.9KNew |
$1.17M - $1.3M
|
29.9K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
900+ 13.99% |
$35.2K - $39.1K
|
7.33K
$323K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-183- 5.56% |
$7.15K - $7.95K
|
3.11K
$137K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1K- 11.53% |
$39.1K - $43.5K
|
7.69K
$338K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.44K- 8.29% |
$134K - $149K
|
38K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.04K+ 22.51% |
$158K - $175K
|
22K
$966K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 0.22% |
$1.95K - $2.17K
|
22.2K
$978K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-903- 95.45% |
$35.3K - $39.2K
|
43
$1.89K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-265- 2.18% |
$10.4K - $11.5K
|
11.9K
$523K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-688- 4.29% |
$26.9K - $29.9K
|
15.4K
$676K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
385+ 5.94% |
$15K - $16.7K
|
6.87K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.91K- 6.37% |
$348K - $387K
|
131K
$5.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
188K+ 119.89% |
$7.35M - $8.17M
|
345K
$15.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22K+ 30.42% |
$861K - $957K
|
94.5K
$4.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
183+ 4.75% |
$7.15K - $7.95K
|
4.03K
$177K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-828- 0.72% |
$32.3K - $36K
|
114K
$5.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-242- 2.94% |
$9.45K - $10.5K
|
8K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
168+ 0.59% |
$6.56K - $7.29K
|
28.5K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.34K- 7.16% |
$52.1K - $58K
|
17.3K
$762K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
58+ 44.62% |
$2.27K - $2.52K
|
188
$8.27K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-618- 7.68% |
$24.1K - $26.8K
|
7.43K
$327K
|