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 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 10.4% |
$56K - $61.9K
|
18.1K
$712K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51+ 0.64% |
$1.67K - $1.85K
|
7.97K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13KNew |
$424K - $469K
|
13K
$509K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
430+ 0.62% |
$14.1K - $15.6K
|
69.3K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-3.07K- 34.29% |
$100K - $111K
|
5.87K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.93K+ 8.28% |
$63.1K - $69.8K
|
25.2K
$990K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.4KNew |
$374K - $414K
|
11.4K
$449K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.64K- 10.93% |
$152K - $168K
|
37.8K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.55K- 16.69% |
$313K - $346K
|
47.7K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.34K- 12.76% |
$76.5K - $84.6K
|
16K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-63- 9.43% |
$2.06K - $2.28K
|
605
$23.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 324.92% |
$33.3K - $36.8K
|
1.33K
$52.2K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.48K- 20.67% |
$81K - $89.6K
|
9.5K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-1.05K- 11.22% |
$34.2K - $37.9K
|
8.28K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
934+ 5.79% |
$30.6K - $33.8K
|
17.1K
$671K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-201- 17.51% |
$6.58K - $7.28K
|
947
$37.2K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-38.3K- 1.51% |
$1.25M - $1.39M
|
2.5M
$98M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
768+ 4.92% |
$25.1K - $27.8K
|
16.4K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.54K- 9.46% |
$50.4K - $55.7K
|
14.7K
$579K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-218- 1.18% |
$7.14K - $7.89K
|
18.2K
$714K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-23- 5.29% |
$753 - $833
|
412
$16.2K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.85KNew |
$192K - $212K
|
5.85K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.06K+ 4.83% |
$133K - $147K
|
88K
$3.46M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.96KNew |
$195K - $216K
|
5.96K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.28K- 57.72% |
$42K - $46.4K
|
939
$36.9K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-111- 1.83% |
$3.63K - $4.02K
|
5.97K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.39K+ 1.31% |
$45.6K - $50.4K
|
107K
$4.22M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.59K- 3.22% |
$52K - $57.5K
|
47.7K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
661+ 4.66% |
$21.6K - $23.9K
|
14.8K
$583K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
280New |
$9.17K - $10.1K
|
280
$11K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-245- 36.35% |
$8.02K - $8.87K
|
429
$16.9K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.92K+ 9.98% |
$128K - $142K
|
43.2K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.24K- 16.8% |
$237K - $262K
|
35.8K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-948- 2.16% |
$31K - $34.3K
|
42.9K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-27.8K- 10.45% |
$911K - $1.01M
|
239K
$9.37M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-30.8K- 65.73% |
$1.01M - $1.11M
|
16K
$630K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-384- 5.8% |
$12.6K - $13.9K
|
6.24K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-14K- 34.25% |
$458K - $507K
|
26.9K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-597- 2.63% |
$19.5K - $21.6K
|
22.1K
$867K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 0.29% |
$819 - $905
|
8.69K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 51.9% |
$66.3K - $73.3K
|
5.93K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-433- 4.89% |
$14.2K - $15.7K
|
8.41K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.12% |
$262 - $290
|
6.74K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.84K- 1.02% |
$224K - $247K
|
663K
$26M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-563- 7.08% |
$18.4K - $20.4K
|
7.38K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
899+ 9.06% |
$29.4K - $32.5K
|
10.8K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.32K- 16.77% |
$207K - $229K
|
31.4K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
325+ 855.26% |
$10.6K - $11.8K
|
363
$14.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.56K- 19.54% |
$149K - $165K
|
18.8K
$737K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
885+ 16.81% |
$29K - $32K
|
6.15K
$242K
|