Latest Institutional Purchases of Ishares, Inc. Ishares Esg Awar (ESGE)
This list provides information on the latest institutional transactions involving Ishares, Inc. Ishares Esg Awar (ESGE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23.1KNew |
$772K - $871K
|
23.1K
$788K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
14.3KNew |
$478K - $539K
|
14.3K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.3KNew |
$409K - $462K
|
12.3K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 23.14% |
$404K - $455K
|
64.3K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 47.77% |
$394K - $444K
|
36.5K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.11KNew |
$304K - $343K
|
9.11K
$310K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.91KNew |
$297K - $335K
|
8.91K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.66K+ 9.52% |
$289K - $326K
|
99.6K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.84K+ 14.91% |
$262K - $295K
|
60.4K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.84K+ 5.68% |
$262K - $295K
|
146K
$4.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
7.04KNew |
$235K - $265K
|
7.04K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.03K+ 2.86% |
$235K - $265K
|
253K
$8.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.79KNew |
$227K - $256K
|
6.79K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.14KNew |
$205K - $231K
|
6.14K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.96KNew |
$165K - $187K
|
4.96K
$169K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.66K+ 41.46% |
$156K - $176K
|
15.9K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.41K+ 25.36% |
$147K - $166K
|
21.8K
$743K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.2K+ 10.09% |
$107K - $121K
|
34.9K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.05K+ 2.02% |
$102K - $115K
|
154K
$5.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
2.79K+ 0.91% |
$93.2K - $105K
|
311K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.53K+ 19.75% |
$84.5K - $95.4K
|
15.4K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.42KNew |
$80.8K - $91.1K
|
2.42K
$82.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
2.37K+ 13.4% |
$79.1K - $89.3K
|
20.1K
$684K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.21KNew |
$73.8K - $83.2K
|
2.21K
$75.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.17K+ 3.18% |
$72.4K - $81.6K
|
70.3K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.13K+ 20.74% |
$71.3K - $80.4K
|
12.4K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.01K+ 5.92% |
$67.2K - $75.8K
|
36.1K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 17.45% |
$66K - $74.4K
|
13.3K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.65K+ 8.07% |
$55.1K - $62.1K
|
22.1K
$753K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.65K+ 7.9% |
$55K - $62K
|
22.5K
$766K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.48K+ 22.12% |
$49.4K - $55.7K
|
8.17K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.38K+ 5.59% |
$46.2K - $52.1K
|
26.1K
$890K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.35K+ 22.73% |
$45.1K - $50.8K
|
7.29K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.26K+ 12.19% |
$42K - $47.4K
|
11.6K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.2K+ 7.25% |
$39.9K - $45K
|
17.7K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
972+ 9.31% |
$32.5K - $36.6K
|
11.4K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
798+ 3.16% |
$26.6K - $30.1K
|
26.1K
$888K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
790+ 2.51% |
$26.4K - $29.8K
|
32.2K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
748+ 10.39% |
$25K - $28.2K
|
7.95K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
697+ 1.81% |
$23.3K - $26.2K
|
39.2K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
688+ 2.55% |
$23K - $25.9K
|
27.7K
$945K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
596+ 61.83% |
$19.9K - $22.4K
|
1.56K
$53.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
590+ 479.67% |
$19.7K - $22.2K
|
713
$24.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
518+ 4.05% |
$17.3K - $19.5K
|
13.3K
$454K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
481+ 2.68% |
$16.1K - $18.1K
|
18.4K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
442+ 2.79% |
$14.8K - $16.6K
|
16.3K
$555K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
438+ 2.95% |
$14.6K - $16.5K
|
15.3K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
407+ 2.0% |
$13.6K - $15.3K
|
20.8K
$708K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
370+ 6.1% |
$12.4K - $13.9K
|
6.44K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
361+ 4.57% |
$12.1K - $13.6K
|
8.26K
$282K
|