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 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
34New |
$1.03K - $1.14K
|
34
$1.16K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.52KNew |
$227K - $253K
|
7.52K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-703- 8.62% |
$21.2K - $23.6K
|
7.45K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.36K- 14.81% |
$41.1K - $45.8K
|
7.83K
$268K
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
15KNew |
$452K - $504K
|
15K
$512K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
370+ 1.65% |
$11.2K - $12.4K
|
22.9K
$781K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.05KNew |
$31.6K - $35.2K
|
1.05K
$35.7K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.96K- 32.65% |
$300K - $335K
|
20.5K
$702K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.5K- 40.38% |
$136K - $151K
|
6.64K
$227K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 33.33% |
$15.1K - $16.8K
|
1K
$34.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25New |
$754 - $840
|
25
$854
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-554- 92.95% |
$16.7K - $18.6K
|
42
$1.44K
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.87K- 8.01% |
$56.3K - $62.8K
|
21.4K
$733K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-260- 3.06% |
$7.84K - $8.74K
|
8.23K
$281K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.51K+ 86.63% |
$106K - $115K
|
7.55K
$258K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-89- 76.72% |
$2.7K - $2.92K
|
27
$923
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.12K- 2.85% |
$33.9K - $36.7K
|
38.1K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.28K- 7.45% |
$38.7K - $41.9K
|
15.9K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$3.03K - $3.28K
|
100
$3.42K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.4KNew |
$315K - $341K
|
10.4K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.07% |
$182 - $197
|
8.3K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.46K- 23.02% |
$105K - $113K
|
11.6K
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.7K+ 54.63% |
$687K - $744K
|
64.2K
$2.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
576New |
$17.5K - $18.9K
|
576
$19.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
92New |
$2.79K - $3.02K
|
92
$3.14K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
39New |
$1.18K - $1.28K
|
39
$1.33K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
410+ 13.11% |
$12.4K - $13.5K
|
3.54K
$121K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.52% |
$364 - $394
|
2.34K
$80K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-178- 40.18% |
$5.39K - $5.84K
|
265
$9.06K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
287+ 4.37% |
$8.7K - $9.42K
|
6.86K
$234K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9New |
$273 - $295
|
9
$308
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
30.1K+ 0.63% |
$913K - $988K
|
4.8M
$164M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.97K- 98.38% |
$150K - $163K
|
82
$2.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.72% |
$303 - $328
|
1.41K
$48.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
287New |
$8.7K - $9.42K
|
287
$9.81K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-465- 41.93% |
$14.1K - $15.3K
|
644
$22K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.53K+ 51.72% |
$259K - $280K
|
25K
$855K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.22% |
$90.9 - $98.4
|
1.38K
$47.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
16+ 66.67% |
$485 - $525
|
40
$1.37K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39New |
$1.18K - $1.28K
|
39
$1.33K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.19K+ 27.22% |
$66.3K - $71.8K
|
10.2K
$350K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.92K- 23.7% |
$88.5K - $95.9K
|
9.41K
$321K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.27K- 14.03% |
$68.7K - $74.4K
|
13.9K
$475K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.05K- 46.21% |
$183K - $199K
|
7.04K
$241K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 10.51% |
$35.3K - $38.2K
|
9.91K
$339K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
395+ 5.82% |
$12K - $13K
|
7.18K
$245K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2New |
$60.6 - $65.6
|
2
$68.3
|
|
| Q1 2023 | |||||||
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
358New |
$10.6K - $12.2K
|
358
$12.2K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
62.3KNew |
$1.84M - $2.12M
|
62.3K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-600- 6.45% |
$17.7K - $20.4K
|
8.7K
$297K
|
|