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, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 32.08% |
$623K - $669K
|
60.8K
$2.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
13KNew |
$550K - $590K
|
13K
$581K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
9KNew |
$380K - $408K
|
9K
$401K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.36K+ 34.36% |
$311K - $333K
|
28.8K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.03K+ 20.9% |
$296K - $318K
|
40.7K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
5.83K+ 87.31% |
$246K - $264K
|
12.5K
$558K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.66KNew |
$239K - $256K
|
5.66K
$252K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
5.53KNew |
$233K - $250K
|
5.53K
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.4KNew |
$228K - $245K
|
5.4K
$241K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.38KNew |
$185K - $199K
|
4.38K
$195K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.29K+ 35.79% |
$139K - $149K
|
12.5K
$556K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.91K+ 21.16% |
$123K - $132K
|
16.7K
$744K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.47K+ 1.59% |
$104K - $112K
|
158K
$7.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.76K+ 4.24% |
$74.3K - $79.7K
|
43.3K
$1.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 153.24% |
$66.9K - $71.9K
|
2.62K
$117K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.47K+ 3.96% |
$62.1K - $66.7K
|
38.6K
$1.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 0.45% |
$57.2K - $61.4K
|
302K
$13.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.25K+ 16.24% |
$52.9K - $56.8K
|
8.98K
$400K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
622+ 10.79% |
$26.2K - $28.2K
|
6.39K
$285K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
550+ 4.69% |
$23.2K - $24.9K
|
12.3K
$548K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
455+ 3.98% |
$19.2K - $20.6K
|
11.9K
$530K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
401+ 67.97% |
$16.9K - $18.2K
|
991
$44.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
376+ 17.22% |
$15.9K - $17K
|
2.56K
$114K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
351+ 2.93% |
$14.8K - $15.9K
|
12.3K
$550K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
291+ 519.64% |
$12.3K - $13.2K
|
347
$15.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
238+ 2.89% |
$10K - $10.8K
|
8.47K
$378K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
149+ 1.34% |
$6.29K - $6.75K
|
11.3K
$504K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
141+ 1.1% |
$5.95K - $6.39K
|
12.9K
$575K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
101+ 1.69% |
$4.26K - $4.58K
|
6.08K
$271K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
88+ 1.42% |
$3.71K - $3.99K
|
6.28K
$280K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
83+ 1.76% |
$3.5K - $3.76K
|
4.79K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
82+ 455.56% |
$3.46K - $3.72K
|
100
$4.46K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
40+ 0.99% |
$1.69K - $1.81K
|
4.07K
$182K
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
34+ 0.59% |
$1.43K - $1.54K
|
5.78K
$258K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
11+ 0.64% |
$464 - $498
|
1.73K
$77.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
9+ 0.07% |
$380 - $408
|
12.6K
$564K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6+ 0.11% |
$253 - $272
|
5.32K
$237K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
447K+ 23.32% |
$17.5M - $19.4M
|
2.36M
$105M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
433K+ 9.59% |
$16.9M - $18.8M
|
4.94M
$220M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
249K+ 1455.0% |
$9.75M - $10.8M
|
267K
$11.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
226K+ 23.22% |
$8.84M - $9.82M
|
1.2M
$53.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
163K+ 21.34% |
$6.36M - $7.07M
|
925K
$41.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
155K+ 306.81% |
$6.05M - $6.72M
|
205K
$9.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 8.86% |
$4.28M - $4.76M
|
1.35M
$60.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.3K+ 42.4% |
$3.8M - $4.23M
|
327K
$14.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
92.9K+ 711.96% |
$3.63M - $4.03M
|
106K
$4.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
83.3K+ 10.56% |
$3.25M - $3.62M
|
872K
$38.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
76.5K+ 3.16% |
$2.99M - $3.32M
|
2.5M
$111M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
63.3K+ 99.71% |
$2.47M - $2.75M
|
127K
$5.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58.2KNew |
$2.27M - $2.53M
|
58.2K
$2.6M
|
|