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 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-34.5K- 0.6% |
$1.13M - $1.25M
|
5.7M
$224M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.97K+ 29.23% |
$64.5K - $71.3K
|
8.71K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
343K+ 275.95% |
$11.2M - $12.4M
|
468K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.76K+ 25.09% |
$90.5K - $100K
|
13.8K
$541K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
386K+ 15.17% |
$12.6M - $14M
|
2.93M
$115M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-89- 1.82% |
$2.91K - $3.22K
|
4.8K
$189K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-702- 1.89% |
$23K - $25.4K
|
36.4K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-443- 1.17% |
$14.5K - $16K
|
37.3K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-7.89K- 56.91% |
$258K - $286K
|
5.98K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
576+ 1.53% |
$18.9K - $20.9K
|
38.1K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.52KNew |
$181K - $200K
|
5.52K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.17K+ 0.16% |
$38.1K - $42.2K
|
737K
$29M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.47K+ 5.42% |
$48.1K - $53.1K
|
28.5K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.62KNew |
$217K - $240K
|
6.62K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-7.7K- 4.84% |
$252K - $279K
|
151K
$5.94M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-782- 0.88% |
$25.6K - $28.3K
|
87.6K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.94K- 16.83% |
$63.5K - $70.3K
|
9.59K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-99.1K- 90.17% |
$3.25M - $3.59M
|
10.8K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 0.5% |
$295 - $326
|
1.8K
$70.6K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.61K+ 1.82% |
$85.4K - $94.4K
|
146K
$5.72M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2K- 12.49% |
$65.5K - $72.5K
|
14K
$551K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-748- 3.11% |
$24.5K - $27.1K
|
23.3K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-588- 7.36% |
$19.3K - $21.3K
|
7.4K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.3K+ 0.44% |
$42.7K - $47.2K
|
298K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 2.43% |
$41.6K - $46K
|
53.6K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.25K+ 6.87% |
$40.9K - $45.3K
|
19.5K
$764K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-11.4K- 41.26% |
$374K - $413K
|
16.2K
$638K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
671+ 1.74% |
$22K - $24.3K
|
39.3K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
60+ 0.33% |
$1.96K - $2.17K
|
18K
$708K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.3M- 21.06% |
$42.6M - $47.1M
|
4.88M
$192M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-388- 2.54% |
$12.7K - $14K
|
14.9K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 5.03% |
$34.2K - $37.8K
|
21.8K
$857K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
280+ 17.53% |
$9.17K - $10.1K
|
1.88K
$73.7K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.72K- 21.05% |
$89K - $98.4K
|
10.2K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.04K- 11.27% |
$34K - $37.6K
|
8.18K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 1.84% |
$673K - $744K
|
1.14M
$44.7M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
64+ 69.57% |
$2.1K - $2.32K
|
156
$6.13K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-16.3K- 28.07% |
$533K - $589K
|
41.7K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1KNew |
$32.8K - $36.3K
|
1K
$39.4K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.07KNew |
$232K - $256K
|
7.07K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.61K- 15.41% |
$282K - $312K
|
47.3K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
208New |
$6.81K - $7.53K
|
208
$8.17K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-783- 10.63% |
$25.6K - $28.3K
|
6.58K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-648- 3.47% |
$21.2K - $23.5K
|
18K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
444+ 6.84% |
$14.5K - $16.1K
|
6.93K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.49K- 14.91% |
$147K - $162K
|
25.6K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.12K+ 2.39% |
$69.5K - $76.9K
|
90.9K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.1K+ 11.16% |
$755K - $835K
|
230K
$9.02M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
103+ 1.26% |
$3.37K - $3.73K
|
8.27K
$325K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.39K- 11.94% |
$209K - $231K
|
47.1K
$1.85M
|