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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.44K+ 1.96% |
$47.1K - $52.1K
|
75K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.09K- 8.08% |
$68.5K - $75.7K
|
23.8K
$935K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.38K- 8.56% |
$209K - $231K
|
68.1K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.59K+ 13.01% |
$118K - $130K
|
31.2K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
174+ 0.56% |
$5.7K - $6.3K
|
31.1K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
37.7K+ 118.52% |
$1.23M - $1.36M
|
69.5K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4+ 0.24% |
$131 - $145
|
1.65K
$64.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-493- 6.73% |
$16.1K - $17.8K
|
6.83K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
749+ 6.6% |
$24.5K - $27.1K
|
12.1K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.9K- 2.02% |
$2.29M - $2.53M
|
3.39M
$133M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
325+ 1.17% |
$10.6K - $11.8K
|
28.1K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.15K+ 4.08% |
$37.6K - $41.5K
|
29.3K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
492+ 2.51% |
$16.1K - $17.8K
|
20.1K
$790K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25- 0.24% |
$819 - $905
|
10.3K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
240+ 3.27% |
$7.86K - $8.69K
|
7.57K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.25K- 6.24% |
$73.7K - $81.5K
|
33.8K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.75K+ 1.61% |
$57.2K - $63.2K
|
110K
$4.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.27K+ 11.33% |
$41.6K - $46K
|
12.5K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-185- 2.18% |
$6.06K - $6.7K
|
8.31K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-631- 1.23% |
$20.7K - $22.8K
|
50.6K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
326+ 0.07% |
$10.7K - $11.8K
|
448K
$17.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.76KNew |
$90.2K - $99.8K
|
2.76K
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
15.6KNew |
$511K - $565K
|
15.6K
$613K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-205- 3.02% |
$6.71K - $7.42K
|
6.58K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.44K+ 11.05% |
$80K - $88.4K
|
24.5K
$964K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-49- 1.47% |
$1.6K - $1.77K
|
3.29K
$129K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-389- 8.4% |
$12.7K - $14.1K
|
4.24K
$167K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.2K- 33.94% |
$39.2K - $43.3K
|
2.33K
$91.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-23K- 23.01% |
$751K - $831K
|
76.8K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.01K- 12.04% |
$65.6K - $72.6K
|
14.6K
$575K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.97K- 32.38% |
$130K - $144K
|
8.29K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.26K- 3.82% |
$74.1K - $82K
|
57K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.41K+ 99.75% |
$210K - $232K
|
12.8K
$504K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-448- 9.04% |
$14.7K - $16.2K
|
4.51K
$177K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 3.35% |
$229 - $253
|
216
$8.48K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
472+ 15.73% |
$15.5K - $17.1K
|
3.47K
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 0.2% |
$426 - $471
|
6.43K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.83K- 6.4% |
$92.5K - $102K
|
41.3K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.4K- 7.81% |
$373K - $413K
|
135K
$5.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.87K+ 20.09% |
$61.1K - $67.5K
|
11.2K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.95K- 10.54% |
$63.8K - $70.6K
|
16.5K
$650K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.83K- 19.25% |
$92.6K - $102K
|
11.9K
$466K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
757New |
$24.8K - $27.4K
|
757
$29.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
284+ 18.21% |
$9.3K - $10.3K
|
1.84K
$72.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-28K- 10.34% |
$917K - $1.01M
|
243K
$9.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.29K- 9.63% |
$75K - $83K
|
21.5K
$845K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.46K- 17.13% |
$47.8K - $52.9K
|
7.07K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
531+ 3.35% |
$17.4K - $19.2K
|
16.4K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.37K+ 2.26% |
$110K - $122K
|
152K
$5.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.28K- 49.98% |
$41.8K - $46.2K
|
1.28K
$50.2K
|