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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.57K- 6.14% |
$50.4K - $58.4K
|
24.1K
$819K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
180New |
$5.77K - $6.68K
|
180
$6.13K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-771- 3.76% |
$24.7K - $28.6K
|
19.8K
$672K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-451- 5.41% |
$14.5K - $16.7K
|
7.88K
$268K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
66.8KNew |
$2.14M - $2.48M
|
66.8K
$2.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.82KNew |
$58.4K - $67.7K
|
1.82K
$62.1K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-44- 3.99% |
$1.41K - $1.63K
|
1.06K
$36K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-934- 62.31% |
$29.9K - $34.7K
|
565
$19.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36+ 0.36% |
$1.15K - $1.34K
|
10.1K
$343K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-30.5K- 4.49% |
$978K - $1.13M
|
650K
$22.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.05K- 3.8% |
$258K - $299K
|
204K
$6.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
40.3K+ 202.39% |
$1.29M - $1.49M
|
60.2K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-178- 2.6% |
$5.7K - $6.61K
|
6.66K
$227K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
24+ 0.35% |
$769 - $891
|
6.96K
$237K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.16K+ 10.24% |
$101K - $117K
|
34K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.21KNew |
$38.8K - $45K
|
1.21K
$41.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-53- 0.4% |
$1.7K - $1.97K
|
13.3K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-214- 0.26% |
$6.86K - $7.94K
|
81K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-135- 85.44% |
$4.33K - $5.01K
|
23
$783
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7- 0.07% |
$224 - $260
|
10.1K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-169- 1.47% |
$5.41K - $6.27K
|
11.3K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.07K- 2.25% |
$259K - $300K
|
351K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-944- 54.63% |
$30.2K - $35K
|
784
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-38.7K- 31.81% |
$1.24M - $1.44M
|
83K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.4K+ 66.03% |
$173K - $200K
|
13.6K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.77K+ 195.97% |
$217K - $251K
|
10.2K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
277+ 2.58% |
$8.88K - $10.3K
|
11K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32K+ 13.52% |
$1.02M - $1.19M
|
269K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.39K- 16.68% |
$141K - $163K
|
21.9K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.4K- 0.26% |
$141K - $163K
|
1.72M
$58.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 3.09% |
$50.6K - $58.6K
|
49.5K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
48.3K+ 4.44% |
$1.55M - $1.79M
|
1.13M
$38.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-613K- 19.63% |
$19.6M - $22.7M
|
2.51M
$85.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
226+ 50.22% |
$7.24K - $8.39K
|
676
$23K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-153- 0.2% |
$4.9K - $5.68K
|
76.5K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.1K+ 19.56% |
$324K - $375K
|
61.8K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.57K+ 1.95% |
$243K - $281K
|
395K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
667+ 3.96% |
$21.4K - $24.8K
|
17.5K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.07K+ 1.87% |
$34.3K - $39.8K
|
58.4K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
91.7K+ 2.91% |
$2.94M - $3.4M
|
3.24M
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-497- 1.32% |
$15.9K - $18.4K
|
37.1K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 100.0% |
$3.2K - $3.71K
|
200
$6.81K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-71.5K- 4.87% |
$2.29M - $2.65M
|
1.4M
$47.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
78+ 0.67% |
$2.5K - $2.89K
|
11.8K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.87K+ 10.3% |
$188K - $218K
|
62.9K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.14KNew |
$261K - $302K
|
8.14K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
31+ 0.07% |
$993 - $1.15K
|
45.8K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-43- 21.39% |
$1.38K - $1.6K
|
158
$5.38K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13KNew |
$417K - $483K
|
13K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.66M+ 10.46% |
$53.3M - $61.7M
|
17.6M
$598M
|