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 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.07K+ 15.6% |
$133K - $147K
|
30.2K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
277+ 4.59% |
$9.07K - $10K
|
6.31K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
18.7K+ 3.92% |
$613K - $678K
|
496K
$19.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.2K- 3.13% |
$39.3K - $43.4K
|
37.1K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
6.04KNew |
$198K - $219K
|
6.04K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
81+ 2.15% |
$2.65K - $2.93K
|
3.85K
$151K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
409+ 4.19% |
$13.4K - $14.8K
|
10.2K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
7.52KNew |
$246K - $272K
|
7.52K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.13K- 3.02% |
$135K - $150K
|
132K
$5.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.9K- 8.63% |
$62.3K - $68.9K
|
20.2K
$792K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.63K+ 20.47% |
$86.1K - $95.2K
|
15.5K
$608K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.9K- 97.14% |
$62.2K - $68.8K
|
56
$2.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
94+ 1.63% |
$3.08K - $3.4K
|
5.86K
$230K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.26K+ 3.41% |
$172K - $190K
|
160K
$6.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-557- 4.81% |
$18.2K - $20.2K
|
11K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
169+ 1.48% |
$5.53K - $6.12K
|
11.6K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
33+ 0.45% |
$1.08K - $1.19K
|
7.43K
$292K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 12.35% |
$49.8K - $55.1K
|
10.8K
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.1% |
$458 - $507
|
13.5K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 2.0% |
$188K - $208K
|
293K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.6KNew |
$346K - $383K
|
10.6K
$415K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-235- 1.48% |
$7.69K - $8.51K
|
15.7K
$616K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.39K- 12.33% |
$78.4K - $86.7K
|
17K
$669K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-123- 17.25% |
$4.03K - $4.45K
|
590
$23.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6- 2.87% |
$196 - $217
|
203
$7.97K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
15.3K+ 15.35% |
$500K - $553K
|
115K
$4.51M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.18KNew |
$206K - $233K
|
6.18K
$243K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.3K+ 75.36% |
$1.28M - $1.44M
|
89.1K
$3.5M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.91KNew |
$63.7K - $71.8K
|
1.91K
$74.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
123New |
$4.11K - $4.63K
|
123
$4.83K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-737- 2.5% |
$24.6K - $27.8K
|
28.7K
$1.13M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
32.1KNew |
$1.07M - $1.21M
|
32.1K
$1.26M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.42K- 22.51% |
$181K - $204K
|
18.6K
$733K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 7.08% |
$1.34K - $1.51K
|
525
$20.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
414+ 42.51% |
$13.8K - $15.6K
|
1.39K
$54.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.25KNew |
$41.8K - $47.2K
|
1.25K
$49.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.88KNew |
$62.8K - $70.8K
|
1.88K
$73.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.62K- 1.92% |
$121K - $136K
|
185K
$7.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.02KNew |
$234K - $264K
|
7.02K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
783K+ 99884.57% |
$26.1M - $29.5M
|
784K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-594- 7.99% |
$19.8K - $22.4K
|
6.84K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4+ 0.53% |
$134 - $151
|
753
$29.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100New |
$3.34K - $3.77K
|
100
$3.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.16K+ 21.36% |
$72K - $81.2K
|
12.2K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.7K- 33.62% |
$124K - $139K
|
7.31K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-158- 79.0% |
$5.28K - $5.95K
|
42
$1.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.01KNew |
$201K - $226K
|
6.01K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-169- 2.21% |
$5.64K - $6.36K
|
7.49K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
67New |
$2.24K - $2.52K
|
67
$2.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 0.77% |
$3.34K - $3.77K
|
12.9K
$507K
|
|