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 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6KNew |
$187K - $206K
|
6K
$205K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.93KClosed |
$122K - $135K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.7% |
$31.1 - $34.4
|
144
$4.92K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 12.09% |
$35.7K - $39.3K
|
8.32K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.4KNew |
$323K - $356K
|
10.4K
$354K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
54.3KNew |
$1.69M - $1.87M
|
54.3K
$1.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-80- 57.14% |
$2.49K - $2.75K
|
60
$2.05K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-96- 97.96% |
$2.99K - $3.3K
|
2
$68.3
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
43New |
$1.34K - $1.48K
|
43
$1.47K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2- 0.02% |
$62.3 - $68.7
|
11.2K
$382K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.63K- 43.42% |
$206K - $228K
|
8.64K
$295K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.14K+ 16.76% |
$35.4K - $39.1K
|
7.93K
$271K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.56KNew |
$204K - $225K
|
6.56K
$224K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 32.53% |
$841 - $928
|
110
$3.76K
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
693+ 10.51% |
$21.6K - $23.8K
|
7.29K
$249K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-141- 94.0% |
$4.39K - $4.84K
|
9
$308
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-840- 17.97% |
$26.2K - $28.9K
|
3.84K
$131K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
882+ 8.08% |
$27.5K - $30.3K
|
11.8K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.75KNew |
$54.6K - $60.2K
|
1.75K
$59.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.46KNew |
$45.6K - $50.3K
|
1.46K
$50K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-827- 95.28% |
$25.8K - $28.4K
|
41
$1.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-416- 4.02% |
$13K - $14.3K
|
9.92K
$339K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.3K+ 8.57% |
$40.5K - $44.7K
|
16.5K
$564K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.92K+ 62.09% |
$122K - $135K
|
10.2K
$350K
|
|
| Q1 2024 | |||||||
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.12KClosed |
$213K - $232K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
678+ 7.16% |
$20.3K - $22.1K
|
10.2K
$347K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
161K+ 2201.96% |
$4.84M - $5.26M
|
169K
$5.77M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-135- 0.21% |
$4.05K - $4.4K
|
63.1K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 0.5% |
$270 - $293
|
1.78K
$60.8K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
13.6KNew |
$407K - $442K
|
13.6K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200New |
$6K - $6.52K
|
200
$6.83K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.41K- 28.53% |
$132K - $144K
|
11.1K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
104+ 16.07% |
$3.12K - $3.39K
|
751
$25.7K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-112K- 27.22% |
$3.36M - $3.65M
|
300K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.89K- 51.13% |
$207K - $225K
|
6.59K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.55K- 4.49% |
$106K - $116K
|
75.5K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 129.32% |
$485K - $528K
|
28.7K
$981K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-500- 30.64% |
$15K - $16.3K
|
1.13K
$38.7K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-235- 1.45% |
$7.05K - $7.66K
|
16K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
229New |
$6.87K - $7.46K
|
229
$7.82K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$60 - $65.2
|
2
$68.3
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
504New |
$15.1K - $16.4K
|
504
$17.2K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.96K- 47.38% |
$179K - $194K
|
6.62K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
7.69KNew |
$230K - $250K
|
7.69K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-150- 32.05% |
$4.5K - $4.89K
|
318
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 3.26% |
$390 - $424
|
386
$13.2K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
299+ 4.13% |
$8.97K - $9.74K
|
7.53K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 19.08% |
$1.5K - $1.63K
|
212
$7.24K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.6KNew |
$409K - $444K
|
13.6K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.36K- 24.26% |
$131K - $142K
|
13.6K
$465K
|
|