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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.47K- 46.79% |
$189K - $207K
|
7.36K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.26K+ 4.59% |
$66.1K - $72.4K
|
51.5K
$1.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
7.62KNew |
$223K - $244K
|
7.62K
$260K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.84K- 12.33% |
$53.8K - $59K
|
13.1K
$447K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.86K- 18.2% |
$83.7K - $91.8K
|
12.9K
$440K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.68K- 12.87% |
$137K - $150K
|
31.7K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29+ 11.28% |
$849 - $930
|
286
$9.77K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
8KNew |
$234K - $256K
|
8K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
166+ 1.93% |
$4.86K - $5.32K
|
8.75K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
850New |
$24.9K - $27.3K
|
850
$29K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-405- 4.94% |
$11.9K - $13K
|
7.79K
$266K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.47K- 23.23% |
$72.4K - $79.3K
|
8.18K
$279K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.69KNew |
$225K - $246K
|
7.69K
$263K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
343New |
$10K - $11K
|
343
$11.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71.1K- 41.55% |
$2.08M - $2.28M
|
100K
$3.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.82KNew |
$53.2K - $58.3K
|
1.82K
$62.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
4.67K+ 35.86% |
$137K - $150K
|
17.7K
$604K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.83% |
$87.8 - $96.2
|
109
$3.72K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.91K- 21.98% |
$144K - $158K
|
17.4K
$596K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-203- 49.51% |
$5.94K - $6.51K
|
207
$7.07K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.52KNew |
$191K - $209K
|
6.52K
$223K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
25KNew |
$753K - $839K
|
25K
$853K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
69New |
$2.08K - $2.32K
|
69
$2.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
257+ 0.21% |
$7.75K - $8.64K
|
125K
$4.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-74.2K- 54.77% |
$2.24M - $2.49M
|
61.3K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$305K - $339K
|
10.1K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
300+ 4.62% |
$9.05K - $10.1K
|
6.8K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.04% |
$241 - $269
|
18.2K
$621K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-45- 8.72% |
$1.36K - $1.51K
|
471
$16.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12New |
$362 - $403
|
12
$410
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
110+ 2.63% |
$3.32K - $3.7K
|
4.3K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
144+ 1.16% |
$4.34K - $4.84K
|
12.5K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-111KClosed |
$3.34M - $3.72M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44+ 0.42% |
$1.33K - $1.48K
|
10.6K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.72K- 66.81% |
$81.9K - $91.3K
|
1.35K
$46.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-30- 96.77% |
$905 - $1.01K
|
1
$34.2
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 16.39% |
$52.8K - $58.8K
|
8.92K
$305K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-289- 85.25% |
$8.72K - $9.72K
|
50
$1.71K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
19KNew |
$573K - $639K
|
19K
$649K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.46K- 32.33% |
$195K - $217K
|
13.5K
$462K
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-8.61K- 11.26% |
$260K - $290K
|
67.9K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.47KNew |
$225K - $251K
|
7.47K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.9K- 39.19% |
$421K - $469K
|
21.6K
$739K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.5K- 7.52% |
$196K - $218K
|
79.9K
$2.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 11.74% |
$37.9K - $42.3K
|
9.45K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.57K+ 57.48% |
$168K - $187K
|
15.2K
$521K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.22K- 98.0% |
$36.9K - $41.1K
|
25
$854
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
111New |
$3.35K - $3.73K
|
111
$3.79K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
70+ 14.58% |
$2.11K - $2.35K
|
550
$18.8K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 7.69% |
$52K - $57.9K
|
24.1K
$825K
|
|