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 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
331+ 7.14% |
$10.6K - $12.3K
|
4.97K
$170K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
66+ 0.11% |
$2.11K - $2.45K
|
62.2K
$2.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.1K- 17.06% |
$99.2K - $115K
|
15.1K
$514K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
125New |
$4.01K - $4.64K
|
125
$4.27K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6.11KNew |
$196K - $227K
|
6.11K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.84K- 0.97% |
$315K - $365K
|
1.01M
$34.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
275+ 0.69% |
$8.81K - $10.2K
|
40.4K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Fiduciary Counselling Inc
|
SELL
|
- |
-109- 4.15% |
$3.49K - $4.04K
|
2.52K
$85.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
163+ 1.59% |
$5.22K - $6.05K
|
10.4K
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
214New |
$6.86K - $7.94K
|
214
$7.31K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21+ 4.17% |
$673 - $779
|
525
$17.9K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
337+ 3.66% |
$10.8K - $12.5K
|
9.56K
$327K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.3K+ 44.82% |
$844K - $978K
|
85.1K
$2.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.18K+ 6.7% |
$198K - $229K
|
98.3K
$3.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-324- 2.14% |
$10.4K - $12K
|
14.9K
$507K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-540- 0.86% |
$17.3K - $20K
|
62K
$2.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-252- 2.69% |
$8.07K - $9.35K
|
9.12K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.4K- 7.2% |
$141K - $163K
|
56.8K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.09K- 1.52% |
$66.9K - $77.4K
|
135K
$4.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.06K+ 11.22% |
$66.1K - $76.6K
|
20.4K
$699K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-190- 2.1% |
$6.09K - $7.05K
|
8.87K
$303K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-898- 16.93% |
$28.8K - $33.3K
|
4.41K
$151K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.51K- 9.53% |
$209K - $242K
|
61.8K
$2.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.68K- 23.29% |
$85.8K - $99.4K
|
8.82K
$301K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.02K- 17.17% |
$64.8K - $75.1K
|
9.77K
$334K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-16.8K- 50.19% |
$537K - $622K
|
16.6K
$569K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.47K+ 36.86% |
$239K - $277K
|
27.7K
$948K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 0.8% |
$866K - $1M
|
3.43M
$117M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.56K+ 28.53% |
$178K - $206K
|
25.1K
$857K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-475- 7.7% |
$15.2K - $17.6K
|
5.7K
$195K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.52K+ 15.9% |
$113K - $131K
|
25.7K
$877K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
83.9K+ 27.96% |
$2.69M - $3.11M
|
384K
$13.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-731- 95.18% |
$23.4K - $27.1K
|
37
$1.26K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-17.2K- 0.3% |
$551K - $638K
|
5.68M
$194M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
325+ 1.0% |
$10.4K - $12.1K
|
32.8K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 6.49% |
$8.17K - $9.46K
|
3.67K
$126K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-6- 0.05% |
$192 - $223
|
12.8K
$439K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
476+ 1.81% |
$15.3K - $17.7K
|
26.7K
$913K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-667- 5.27% |
$21.4K - $24.8K
|
12K
$409K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.61K+ 13.76% |
$51.6K - $59.7K
|
13.3K
$455K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-27- 2.91% |
$865 - $1K
|
902
$30.8K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
46New |
$1.47K - $1.71K
|
46
$1.57K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.23K- 1.29% |
$39.3K - $45.5K
|
94.2K
$3.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-308- 3.26% |
$9.87K - $11.4K
|
9.15K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-756- 1.62% |
$24.2K - $28.1K
|
46K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.12% |
$513 - $594
|
12.9K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.92K+ 6.02% |
$93.7K - $108K
|
51.5K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-19.4K- 30.07% |
$622K - $721K
|
45.2K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.08K+ 4.99% |
$66.6K - $77.1K
|
43.7K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
334+ 1.75% |
$10.7K - $12.4K
|
19.4K
$664K
|