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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
154+ 1.0% |
$4.93K - $5.71K
|
15.5K
$530K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 2.52% |
$33.6K - $38.9K
|
40.6K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.4K- 8.16% |
$76.9K - $89.1K
|
27K
$923K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.46K+ 1.94% |
$239K - $277K
|
393K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24New |
$769 - $891
|
24
$820
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-379- 7.62% |
$12.1K - $14.1K
|
4.6K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-2.05K- 37.12% |
$65.6K - $76K
|
3.47K
$119K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
272+ 2.72% |
$8.71K - $10.1K
|
10.3K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-685- 5.62% |
$21.9K - $25.4K
|
11.5K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
234+ 3.43% |
$7.5K - $8.68K
|
7.05K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.05K- 2.14% |
$33.5K - $38.8K
|
47.8K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-191- 0.55% |
$6.12K - $7.09K
|
34.2K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.09K- 7.29% |
$34.9K - $40.4K
|
13.9K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
485+ 0.65% |
$15.5K - $18K
|
75.5K
$2.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.82K+ 8.39% |
$58.2K - $67.5K
|
23.5K
$803K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.33K+ 47.63% |
$107K - $124K
|
10.3K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
91+ 17.07% |
$2.92K - $3.38K
|
624
$21.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.04% |
$256 - $297
|
18.4K
$629K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.76K+ 0.54% |
$88.5K - $102K
|
511K
$17.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.79KNew |
$185K - $215K
|
5.79K
$198K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
55+ 1.0% |
$1.76K - $2.04K
|
5.58K
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 33.53% |
$89.3K - $103K
|
5.53K
$189K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-102- 1.4% |
$3.27K - $3.79K
|
7.2K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.46K+ 0.98% |
$46.9K - $54.3K
|
151K
$5.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-269- 1.12% |
$8.62K - $9.98K
|
23.8K
$814K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.67% |
$32 - $37.1
|
150
$5.13K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.66K- 2.4% |
$53.1K - $61.5K
|
67.3K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.04K- 2.96% |
$33.3K - $38.6K
|
34K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-563- 0.66% |
$18K - $20.9K
|
84.8K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 27.8% |
$364K - $422K
|
52.3K
$1.79M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 2.47% |
$44.8K - $51.9K
|
55.2K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-272- 4.16% |
$8.71K - $10.1K
|
6.27K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
621+ 5.84% |
$19.9K - $23K
|
11.2K
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
102+ 1.8% |
$3.27K - $3.79K
|
5.77K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.65KNew |
$181K - $210K
|
5.65K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.01K+ 17.35% |
$96.5K - $112K
|
20.4K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-783- 54.79% |
$25.1K - $29.1K
|
646
$22.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
144+ 0.93% |
$4.61K - $5.34K
|
15.7K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
292+ 2.65% |
$9.36K - $10.8K
|
11.3K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.11K- 11.17% |
$99.5K - $115K
|
24.7K
$844K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-135- 3.09% |
$4.33K - $5.01K
|
4.23K
$145K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
625+ 1.22% |
$20K - $23.2K
|
52K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-300- 4.6% |
$9.61K - $11.1K
|
6.22K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.82K+ 12.36% |
$154K - $179K
|
43.8K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.82K- 14.63% |
$122K - $142K
|
22.3K
$761K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
855+ 12.28% |
$27.4K - $31.7K
|
7.82K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
374+ 1.53% |
$12K - $13.9K
|
24.7K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.17K+ 6.79% |
$37.5K - $43.4K
|
18.4K
$629K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.13K+ 6.4% |
$260K - $302K
|
135K
$4.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.35K+ 2.79% |
$43.4K - $50.2K
|
49.9K
$1.7M
|