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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
149K+ 2084.01% |
$4.59M - $5.82M
|
156K
$6.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$559K - $709K
|
18.1K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$349K - $442K
|
11.3K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
11.1KNew |
$342K - $433K
|
11.1K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.59KNew |
$173K - $219K
|
5.59K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.31KNew |
$164K - $208K
|
5.31K
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
4.27K+ 1.03% |
$132K - $167K
|
418K
$16.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.69K+ 9.36% |
$83K - $105K
|
31.4K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.13K+ 10.95% |
$65.9K - $83.6K
|
21.6K
$849K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.43K+ 15.68% |
$44.2K - $56.1K
|
10.6K
$415K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.43K+ 21.32% |
$44.2K - $56.1K
|
8.15K
$320K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.32K+ 1.93% |
$40.9K - $51.9K
|
70K
$2.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
755+ 2.96% |
$23.3K - $29.6K
|
26.2K
$1.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
711+ 5.06% |
$21.9K - $27.8K
|
14.8K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
675+ 6.52% |
$20.8K - $26.4K
|
11K
$433K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
435New |
$13.4K - $17K
|
435
$17.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
385+ 1.91% |
$11.9K - $15.1K
|
20.5K
$805K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
252+ 0.48% |
$7.78K - $9.87K
|
52.6K
$2.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
170+ 0.56% |
$5.25K - $6.66K
|
30.3K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
127+ 1.03% |
$3.92K - $4.97K
|
12.5K
$491K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90New |
$2.78K - $3.53K
|
90
$3.54K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
73+ 0.89% |
$2.25K - $2.86K
|
8.29K
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 130.77% |
$1.57K - $2K
|
90
$3.54K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 0.62% |
$1.45K - $1.84K
|
7.65K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 0.29% |
$833 - $1.06K
|
9.5K
$373K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.67M+ 38.75% |
$54.6M - $60.4M
|
5.97M
$235M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
386K+ 15.17% |
$12.6M - $14M
|
2.93M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
352K+ 27.07% |
$11.5M - $12.7M
|
1.65M
$64.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
343K+ 275.95% |
$11.2M - $12.4M
|
468K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
317K+ 107.56% |
$10.4M - $11.5M
|
612K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 3.14% |
$5.3M - $5.86M
|
5.31M
$209M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
152KNew |
$4.97M - $5.5M
|
152K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 0.9% |
$4.63M - $5.12M
|
15.8M
$621M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
107K+ 15.85% |
$3.51M - $3.88M
|
783K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
100KNew |
$3.27M - $3.62M
|
100K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
72.9K+ 26595.26% |
$2.39M - $2.64M
|
73.1K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
57.2KNew |
$1.87M - $2.07M
|
57.2K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
37.7K+ 118.52% |
$1.23M - $1.36M
|
69.5K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
37.6K+ 6.4% |
$1.23M - $1.36M
|
626K
$24.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.2K+ 7.72% |
$1.18M - $1.31M
|
505K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.6K+ 1152.83% |
$1.13M - $1.25M
|
37.6K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.9K+ 1.74% |
$1.04M - $1.15M
|
1.86M
$73.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.9K+ 50.15% |
$882K - $975K
|
80.7K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.2K+ 3.96% |
$792K - $876K
|
635K
$24.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.1K+ 11.16% |
$755K - $835K
|
230K
$9.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 1.84% |
$673K - $744K
|
1.14M
$44.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
19.9K+ 131.43% |
$650K - $719K
|
35K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
18.7K+ 3.92% |
$613K - $678K
|
496K
$19.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
15.6KNew |
$511K - $565K
|
15.6K
$613K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
15.3K+ 15.35% |
$500K - $553K
|
115K
$4.51M
|
|