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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
140+ 1.06% |
$4.58K - $5.07K
|
13.3K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-505- 0.87% |
$16.5K - $18.3K
|
57.4K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-77- 3.89% |
$2.52K - $2.79K
|
1.9K
$74.7K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.42K- 4.25% |
$46.5K - $51.4K
|
32K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-73- 1.86% |
$2.39K - $2.64K
|
3.85K
$151K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
66+ 0.88% |
$2.16K - $2.39K
|
7.6K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
16+ 0.02% |
$524 - $579
|
98.8K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.28K- 8.69% |
$238K - $264K
|
76.5K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.87K- 8.92% |
$159K - $176K
|
49.7K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
164+ 0.88% |
$5.37K - $5.94K
|
18.8K
$738K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.58K- 6.98% |
$84.5K - $93.5K
|
34.4K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-25.9K- 7.24% |
$847K - $936K
|
332K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 205.94% |
$342K - $378K
|
15.5K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.6K- 11.99% |
$52.4K - $57.9K
|
11.7K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-233K- 13.9% |
$7.62M - $8.43M
|
1.44M
$56.7M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.55K+ 11.12% |
$149K - $165K
|
45.5K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.67M+ 38.75% |
$54.6M - $60.4M
|
5.97M
$235M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
556+ 0.5% |
$18.2K - $20.1K
|
113K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-57- 0.65% |
$1.87K - $2.06K
|
8.74K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$32.7 - $36.2
|
1
$39.3
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
972+ 15.44% |
$31.8K - $35.2K
|
7.27K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.53K- 5.3% |
$116K - $128K
|
63K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-17.9K- 7.1% |
$585K - $647K
|
234K
$9.18M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.33K- 7.88% |
$76.3K - $84.4K
|
27.3K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
189New |
$6.19K - $6.84K
|
189
$7.42K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.45KNew |
$211K - $234K
|
6.45K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-295- 1.81% |
$9.66K - $10.7K
|
16K
$628K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-162K- 7.8% |
$5.31M - $5.87M
|
1.92M
$75.3M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
677+ 2.44% |
$22.2K - $24.5K
|
28.4K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
473+ 0.63% |
$15.5K - $17.1K
|
75.7K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-160- 1.06% |
$5.24K - $5.79K
|
14.9K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
304+ 2.23% |
$9.95K - $11K
|
13.9K
$547K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
159+ 10.44% |
$5.21K - $5.76K
|
1.68K
$66.1K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.15KNew |
$234K - $259K
|
7.15K
$281K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.09K- 10.3% |
$68.5K - $75.7K
|
18.2K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.57K- 4.44% |
$51.5K - $56.9K
|
33.9K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-475- 2.54% |
$15.6K - $17.2K
|
18.2K
$715K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.61KNew |
$85.3K - $94.3K
|
2.61K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.95K+ 20.92% |
$129K - $143K
|
22.8K
$897K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18+ 20.0% |
$589 - $652
|
108
$4.24K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10K+ 2.6% |
$329K - $364K
|
397K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.51KNew |
$115K - $127K
|
3.51K
$138K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25New |
$819 - $905
|
25
$982
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.51KNew |
$115K - $127K
|
3.51K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.7K- 4.11% |
$972K - $1.07M
|
693K
$27.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.2K+ 7.72% |
$1.18M - $1.31M
|
505K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
290+ 5.38% |
$9.49K - $10.5K
|
5.68K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.92K- 9.73% |
$325K - $359K
|
92K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
15+ 0.03% |
$491 - $543
|
47K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.69K- 4.76% |
$88.1K - $97.5K
|
53.9K
$2.12M
|