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 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.99KClosed |
$325K - $358K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-4.22KClosed |
$172K - $189K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-7.47KClosed |
$304K - $335K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
232+ 13.09% |
$9.45K - $10.4K
|
2K
$78.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
32.8KNew |
$1.34M - $1.47M
|
32.8K
$1.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-4.44KClosed |
$181K - $199K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-9.31KClosed |
$379K - $417K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.02M - $1.12M
|
25K
$982K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.68KClosed |
$191K - $210K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-15.3KClosed |
$623K - $685K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$896 - $985
|
22
$864
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.6KClosed |
$473K - $520K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.72KNew |
$355K - $391K
|
8.72K
$343K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-203Closed |
$8.27K - $9.09K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-86Closed |
$3.5K - $3.85K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-36KClosed |
$1.47M - $1.61M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-91Closed |
$3.85K - $4.17K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
5.66KNew |
$239K - $259K
|
5.66K
$222K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-335Closed |
$14.2K - $15.3K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.85KClosed |
$205K - $222K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.23KClosed |
$137K - $148K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-66.2KClosed |
$2.8M - $3.03M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.05KClosed |
$44.2K - $47.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-5.04KClosed |
$213K - $231K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-5.67KClosed |
$240K - $260K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-37.6KClosed |
$1.59M - $1.72M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 31, 2023
Q1 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
609+ 5.81% |
$25.5K - $28.7K
|
11.1K
$436K
|
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.36KClosed |
$350K - $394K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.61KClosed |
$67.4K - $76.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.78KClosed |
$409K - $461K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-186Closed |
$7.78K - $8.78K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-244KClosed |
$10.2M - $11.5M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.25KClosed |
$220K - $248K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-233Closed |
$9.75K - $11K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
424New |
$17.7K - $20K
|
424
$16.7K
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-6.36KClosed |
$266K - $300K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-171Closed |
$7.15K - $8.07K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-454Closed |
$19K - $21.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-5.11KClosed |
$214K - $241K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.15KClosed |
$257K - $290K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-97.6KClosed |
$4.08M - $4.61M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-435Closed |
$18.2K - $20.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2Closed |
$71.2 - $84
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5.8KNew |
$206K - $244K
|
5.8K
$228K
|
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.44KClosed |
$229K - $270K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-79Closed |
$2.81K - $3.32K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-296Closed |
$9.62K - $10.9K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-26.4KClosed |
$858K - $972K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.43KClosed |
$241K - $273K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-180Closed |
$5.85K - $6.63K
|
0
$0
|
|