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 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
25.4KNew |
$783K - $994K
|
25.4K
$997K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.9K+ 16.31% |
$677K - $859K
|
156K
$6.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$559K - $709K
|
18.1K
$711K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.1K+ 69.24% |
$466K - $592K
|
36.9K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 20.14% |
$375K - $476K
|
72.4K
$2.84M
|
|
|
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 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.93K+ 64.26% |
$276K - $350K
|
22.8K
$896K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.56K+ 3.03% |
$233K - $296K
|
257K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.35K+ 10.57% |
$227K - $288K
|
76.8K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.15K+ 30.05% |
$221K - $280K
|
30.9K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.16KNew |
$190K - $241K
|
6.16K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.69KNew |
$175K - $223K
|
5.69K
$223K
|
|
|
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 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.13KNew |
$158K - $201K
|
5.13K
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.13KNew |
$158K - $201K
|
5.13K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.92K+ 13.62% |
$152K - $193K
|
41.1K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
4.27K+ 1.03% |
$132K - $167K
|
418K
$16.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 1.41% |
$127K - $162K
|
297K
$11.7M
|
|
|
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 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 3.47% |
$50.4K - $63.9K
|
48.7K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.44K+ 4.15% |
$44.3K - $56.2K
|
36K
$1.41M
|
|
|
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 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.1KNew |
$34K - $43.1K
|
1.1K
$43.2K
|
|
|
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 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
617+ 4.86% |
$19K - $24.2K
|
13.3K
$523K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
541+ 3.99% |
$16.7K - $21.2K
|
14.1K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
518New |
$16K - $20.3K
|
518
$20.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
435New |
$13.4K - $17K
|
435
$17.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
433+ 1.72% |
$13.4K - $17K
|
25.6K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
385+ 1.91% |
$11.9K - $15.1K
|
20.5K
$805K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
315+ 2.86% |
$9.72K - $12.3K
|
11.3K
$446K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
252+ 0.48% |
$7.78K - $9.87K
|
52.6K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
222+ 3.11% |
$6.85K - $8.7K
|
7.37K
$290K
|
|
|
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 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
106New |
$3.27K - $4.15K
|
106
$4.16K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
105+ 5.69% |
$3.24K - $4.11K
|
1.95K
$76.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90New |
$2.78K - $3.53K
|
90
$3.54K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
78+ 4.29% |
$2.41K - $3.06K
|
1.9K
$74.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
73+ 0.89% |
$2.25K - $2.86K
|
8.29K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
59+ 1.0% |
$1.82K - $2.31K
|
5.98K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 130.77% |
$1.57K - $2K
|
90
$3.54K
|