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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-363- 2.24% |
$11.9K - $13.1K
|
15.9K
$623K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-175- 1.59% |
$5.73K - $6.34K
|
10.8K
$426K
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-29K- 34.14% |
$950K - $1.05M
|
56K
$2.2M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.6K- 17.21% |
$85.1K - $94K
|
12.5K
$491K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.48K+ 144.32% |
$245K - $271K
|
12.7K
$497K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
533+ 0.47% |
$17.5K - $19.3K
|
114K
$4.46M
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.8K- 4.09% |
$451K - $498K
|
323K
$12.7M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.13K- 16.42% |
$168K - $186K
|
26.1K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-257K- 22.77% |
$8.41M - $9.29M
|
871K
$34.2M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
352K+ 27.07% |
$11.5M - $12.7M
|
1.65M
$64.9M
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
98+ 5.25% |
$3.21K - $3.55K
|
1.96K
$77.1K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.73K+ 5.22% |
$89.2K - $98.6K
|
54.9K
$2.16M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
317K+ 107.56% |
$10.4M - $11.5M
|
612K
$24M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-245- 2.96% |
$8.02K - $8.87K
|
8.02K
$315K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-826- 1.53% |
$27K - $29.9K
|
53K
$2.08M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.2K+ 3.96% |
$792K - $876K
|
635K
$24.9M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
152KNew |
$4.97M - $5.5M
|
152K
$5.97M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.36KNew |
$241K - $266K
|
7.36K
$289K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.33K+ 1255.66% |
$43.6K - $48.2K
|
1.44K
$56.4K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.18% |
$32.7 - $36.2
|
568
$22.3K
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-141- 1.43% |
$4.62K - $5.1K
|
9.69K
$381K
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
19.9K+ 131.43% |
$650K - $719K
|
35K
$1.37M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.86K- 3.35% |
$93.5K - $103K
|
82.3K
$3.23M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
843+ 3.85% |
$27.6K - $30.5K
|
22.7K
$892K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.71K+ 39.68% |
$187K - $207K
|
20.1K
$789K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 10.5% |
$43.2K - $47.7K
|
11.2K
$441K
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.05K- 1.16% |
$67.2K - $74.3K
|
175K
$6.89M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-72.6K- 91.55% |
$2.38M - $2.63M
|
6.7K
$263K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-822- 5.73% |
$26.9K - $29.8K
|
13.5K
$531K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.15K- 8.86% |
$103K - $114K
|
32.4K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
751+ 0.38% |
$24.6K - $27.2K
|
197K
$7.75M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.3K- 25.54% |
$1.09M - $1.2M
|
97K
$3.81M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.8KClosed |
$582K - $643K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-654- 2.11% |
$21.4K - $23.7K
|
30.4K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.45K- 0.68% |
$80.1K - $88.6K
|
355K
$13.9M
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-45- 0.7% |
$1.47K - $1.63K
|
6.4K
$251K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.71K- 9.88% |
$122K - $134K
|
33.9K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.49KNew |
$114K - $126K
|
3.49K
$137K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-73- 6.45% |
$2.39K - $2.64K
|
1.06K
$41.6K
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.3KNew |
$141K - $156K
|
4.3K
$169K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.7K- 19.08% |
$547K - $605K
|
70.9K
$2.78M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.6K+ 1152.83% |
$1.13M - $1.25M
|
37.6K
$1.48M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.69K+ 28.16% |
$219K - $242K
|
30.4K
$1.2M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 15.61% |
$56.8K - $62.8K
|
9.38K
$369K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-507- 5.74% |
$16.6K - $18.4K
|
8.33K
$327K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.71K- 16.73% |
$318K - $352K
|
48.3K
$1.9M
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.8K- 12.65% |
$58.9K - $65.1K
|
12.4K
$488K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.43K+ 0.93% |
$112K - $124K
|
371K
$14.6M
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
881+ 12.96% |
$28.8K - $31.9K
|
7.68K
$302K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.41K- 0.08% |
$46.3K - $51.2K
|
1.68M
$65.8M
|