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 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
641+ 9.3% |
$21K - $23.2K
|
7.53K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12- 12.24% |
$393 - $434
|
86
$3.38K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
220+ 21.46% |
$7.2K - $7.96K
|
1.25K
$48.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 30.02% |
$632K - $699K
|
45K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 2.23% |
$1.57K - $1.74K
|
2.1K
$82.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
594+ 4.47% |
$19.4K - $21.5K
|
13.9K
$546K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.28KNew |
$238K - $263K
|
7.28K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.07% |
$327 - $362
|
15.2K
$598K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-45- 2.31% |
$1.47K - $1.63K
|
1.9K
$74.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
98+ 1.22% |
$3.21K - $3.55K
|
8.13K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-649- 15.34% |
$21.2K - $23.5K
|
3.58K
$141K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$35.9K - $39.7K
|
1.1K
$43.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
414+ 2.7% |
$13.6K - $15K
|
15.8K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
72.9K+ 26595.26% |
$2.39M - $2.64M
|
73.1K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.88K- 1.94% |
$127K - $141K
|
196K
$7.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
192+ 2.63% |
$6.29K - $6.95K
|
7.48K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.26% |
$884 - $977
|
2.11K
$82.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
9+ 2.33% |
$295 - $326
|
395
$15.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-129- 1.48% |
$4.22K - $4.67K
|
8.59K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-52- 0.8% |
$1.7K - $1.88K
|
6.45K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-61- 0.91% |
$2K - $2.21K
|
6.66K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.56K+ 4.76% |
$50.9K - $56.3K
|
34.2K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.5K+ 464.99% |
$342K - $378K
|
12.7K
$499K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.11K+ 12.17% |
$36.3K - $40.1K
|
10.2K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.92KNew |
$194K - $214K
|
5.92K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-16- 0.15% |
$524 - $579
|
10.9K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-538- 8.36% |
$17.6K - $19.5K
|
5.9K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-407- 1.16% |
$13.3K - $14.7K
|
34.5K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-164K- 23.14% |
$5.37M - $5.93M
|
544K
$21.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.53K- 14.48% |
$116K - $128K
|
20.9K
$819K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.21K- 93.48% |
$39.5K - $43.6K
|
84
$3.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.69K+ 8.43% |
$121K - $134K
|
47.5K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.16K+ 7.56% |
$37.8K - $41.8K
|
16.5K
$646K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-1.32K- 3.52% |
$43.2K - $47.7K
|
36.1K
$1.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.01% |
$65.5 - $72.4
|
16.7K
$655K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.68K- 9.4% |
$55K - $60.8K
|
16.2K
$636K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-5.65K- 25.93% |
$185K - $204K
|
16.1K
$634K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
10.7K+ 9.45% |
$351K - $388K
|
124K
$4.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
37.6K+ 6.4% |
$1.23M - $1.36M
|
626K
$24.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-151- 0.25% |
$4.94K - $5.47K
|
60.3K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.22K- 10.66% |
$40K - $44.2K
|
10.2K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-12K- 38.39% |
$392K - $433K
|
19.2K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
504+ 4.06% |
$16.5K - $18.2K
|
12.9K
$508K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.52K+ 10.33% |
$213K - $236K
|
69.6K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
527+ 1.52% |
$17.3K - $19.1K
|
35.1K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-13.7K- 95.98% |
$450K - $497K
|
575
$22.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
219+ 0.84% |
$7.17K - $7.93K
|
26.3K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
269+ 2.53% |
$8.81K - $9.74K
|
10.9K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.72K- 2.89% |
$122K - $135K
|
125K
$4.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
63+ 0.47% |
$2.06K - $2.28K
|
13.4K
$525K
|