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 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.66K+ 9.32% |
$85.3K - $98.8K
|
31.2K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-490- 2.08% |
$15.7K - $18.2K
|
23K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.2K+ 11.88% |
$70.3K - $81.5K
|
20.7K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-193- 0.49% |
$6.18K - $7.16K
|
38.8K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-17.3K- 42.27% |
$554K - $642K
|
23.6K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-2.38K- 2.25% |
$76.3K - $88.3K
|
104K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
12.8KNew |
$411K - $477K
|
12.8K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
57.6K+ 18.54% |
$1.85M - $2.14M
|
368K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.55K+ 53.83% |
$114K - $132K
|
10.1K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28New |
$897 - $1.04K
|
28
$957
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.07K+ 34.39% |
$194K - $225K
|
23.7K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
755+ 2.67% |
$24.2K - $28K
|
29K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
70New |
$2.24K - $2.6K
|
70
$2.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.2K+ 3.33% |
$584K - $676K
|
566K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.42K- 54.48% |
$45.4K - $52.6K
|
1.19K
$40.5K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.76K- 4.74% |
$88.5K - $103K
|
55.6K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-459- 6.5% |
$14.7K - $17K
|
6.6K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.35K+ 2.24% |
$107K - $124K
|
153K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
27+ 0.45% |
$865 - $1K
|
6.08K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
360+ 5.69% |
$11.5K - $13.4K
|
6.69K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.89KNew |
$189K - $219K
|
5.89K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
5.9KNew |
$189K - $219K
|
5.9K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
130+ 0.78% |
$4.17K - $4.82K
|
16.8K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
84+ 1.25% |
$2.69K - $3.12K
|
6.78K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
189KNew |
$6.04M - $7M
|
189K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12+ 0.02% |
$384 - $445
|
70.8K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 12.12% |
$398K - $461K
|
115K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.81K- 2.44% |
$122K - $141K
|
152K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-296- 3.85% |
$9.48K - $11K
|
7.39K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.75KNew |
$56.1K - $65K
|
1.75K
$59.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
230K+ 8.77% |
$7.37M - $8.53M
|
2.85M
$97.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.52K+ 8.62% |
$80.7K - $93.5K
|
31.7K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
524+ 4.14% |
$16.8K - $19.4K
|
13.2K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
916+ 2.0% |
$29.3K - $34K
|
46.8K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06K+ 1.84% |
$34K - $39.3K
|
58.8K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-64- 0.14% |
$2.05K - $2.38K
|
47K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
214+ 0.14% |
$6.86K - $7.94K
|
157K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-168- 0.33% |
$5.38K - $6.23K
|
51.1K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-55- 0.35% |
$1.76K - $2.04K
|
15.7K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.9K- 10.82% |
$253K - $293K
|
65.1K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.9K- 9.29% |
$991K - $1.15M
|
302K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
307New |
$9.84K - $11.4K
|
307
$10.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-550- 45.53% |
$17.6K - $20.4K
|
658
$22.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.78K- 0.65% |
$153K - $177K
|
725K
$24.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
474+ 3.23% |
$15.2K - $17.6K
|
15.1K
$518K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
83.3K+ 4.43% |
$2.67M - $3.09M
|
1.96M
$67M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
270+ 4.36% |
$8.65K - $10K
|
6.47K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$545 - $631
|
17
$581
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-61K- 67.2% |
$1.96M - $2.26M
|
29.8K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
137+ 0.74% |
$4.39K - $5.08K
|
18.7K
$640K
|