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 |
|---|---|---|---|---|---|---|---|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
535+ 1.21% |
$14.8K - $17.6K
|
44.9K
$1.53M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
33.4KNew |
$924K - $1.1M
|
33.4K
$1.14M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24.2KNew |
$668K - $795K
|
24.2K
$825K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
5.5KNew |
$152K - $181K
|
5.5K
$188K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101+ 26.79% |
$2.79K - $3.32K
|
478
$16.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.47K- 4.54% |
$40.8K - $48.5K
|
31K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
590+ 2.29% |
$16.3K - $19.4K
|
26.3K
$899K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$27.7 - $32.9
|
233
$7.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-535- 5.51% |
$14.8K - $17.6K
|
9.17K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
25.6KNew |
$708K - $842K
|
25.6K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-92.9K- 76.72% |
$2.57M - $3.06M
|
28.2K
$964K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
12.4K+ 5.76% |
$344K - $409K
|
228K
$7.79M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-49.9K- 6.4% |
$1.38M - $1.64M
|
731K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.3K- 89.81% |
$147K - $174K
|
601
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
208New |
$5.76K - $6.84K
|
208
$7.11K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.79K- 32.61% |
$271K - $322K
|
20.2K
$692K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.07K+ 2.03% |
$29.6K - $35.2K
|
53.7K
$1.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.21K- 18.61% |
$116K - $138K
|
18.4K
$628K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$55.3 - $65.8
|
469
$16K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2K+ 266.67% |
$33.2K - $39.5K
|
1.65K
$56.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
940New |
$26K - $30.9K
|
940
$32.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.07K- 18.1% |
$57.2K - $68K
|
9.37K
$320K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.07K+ 12.38% |
$29.7K - $35.3K
|
9.75K
$333K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.99K+ 48.06% |
$82.8K - $98.5K
|
9.22K
$315K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
160New |
$4.43K - $5.26K
|
160
$5.47K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
46.1KNew |
$1.27M - $1.51M
|
46.1K
$1.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
817+ 81700.0% |
$22.6K - $26.9K
|
818
$28K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-124- 1.36% |
$3.43K - $4.08K
|
9K
$308K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
6.76K+ 7038.54% |
$187K - $222K
|
6.85K
$234K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
190New |
$5.26K - $6.25K
|
190
$6.49K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.35K+ 8.71% |
$37.5K - $44.5K
|
16.9K
$577K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-137K- 73.8% |
$3.8M - $4.51M
|
48.7K
$1.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.2K- 30.97% |
$116K - $138K
|
9.37K
$320K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-60- 0.6% |
$1.66K - $1.97K
|
9.9K
$338K
|
|
|
Oct 27, 2022
Q3 2022
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
1.38K+ 18.21% |
$38.1K - $45.3K
|
8.94K
$305K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.57KNew |
$43.4K - $51.6K
|
1.57K
$53.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.64KNew |
$101K - $120K
|
3.64K
$124K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.71K- 4.89% |
$47.2K - $56.1K
|
33.2K
$1.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-3.35K- 1.47% |
$92.7K - $110K
|
225K
$7.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-343- 9.25% |
$9.49K - $11.3K
|
3.37K
$115K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.15K- 88.72% |
$31.8K - $37.8K
|
146
$4.99K
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-187- 0.85% |
$5.17K - $6.15K
|
21.8K
$745K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.61K- 24.7% |
$72.2K - $85.8K
|
7.96K
$272K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.92K- 10.62% |
$80.8K - $96K
|
24.6K
$840K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.88K+ 1.08% |
$51.9K - $61.7K
|
175K
$5.99M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.4KNew |
$317K - $376K
|
11.4K
$391K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-495- 5.18% |
$13.7K - $16.3K
|
9.07K
$310K
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
15K+ 10.42% |
$416K - $494K
|
159K
$5.44M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.1K+ 13.42% |
$30.4K - $36.1K
|
9.27K
$317K
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-26.5KClosed |
$735K - $873K
|
0
$0
|