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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
BUY
|
- |
2.54K+ 34.34% |
$70.1K - $83.4K
|
9.92K
$339K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.88K+ 1.08% |
$51.9K - $61.7K
|
175K
$5.99M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.57KNew |
$43.4K - $51.6K
|
1.57K
$53.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
1.38K+ 18.21% |
$38.1K - $45.3K
|
8.94K
$305K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.35K+ 8.71% |
$37.5K - $44.5K
|
16.9K
$577K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2K+ 266.67% |
$33.2K - $39.5K
|
1.65K
$56.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.1K+ 13.42% |
$30.4K - $36.1K
|
9.27K
$317K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.07K+ 12.38% |
$29.7K - $35.3K
|
9.75K
$333K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.07K+ 2.03% |
$29.6K - $35.2K
|
53.7K
$1.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
940New |
$26K - $30.9K
|
940
$32.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
817+ 81700.0% |
$22.6K - $26.9K
|
818
$28K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
590+ 2.29% |
$16.3K - $19.4K
|
26.3K
$899K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
535+ 1.21% |
$14.8K - $17.6K
|
44.9K
$1.53M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
428+ 6.16% |
$11.8K - $14.1K
|
7.38K
$252K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
333+ 0.8% |
$9.21K - $11K
|
42K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
208New |
$5.76K - $6.84K
|
208
$7.11K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
190New |
$5.26K - $6.25K
|
190
$6.49K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
160New |
$4.43K - $5.26K
|
160
$5.47K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101+ 26.79% |
$2.79K - $3.32K
|
478
$16.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$55.3 - $65.8
|
469
$16K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$27.7 - $32.9
|
233
$7.96K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
22KNew |
$702K - $837K
|
22K
$751K
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
8.06KNew |
$257K - $307K
|
8.06K
$275K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
7.25KNew |
$232K - $276K
|
7.25K
$248K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
4.26K+ 9.7% |
$136K - $162K
|
48.2K
$1.65M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$130K - $155K
|
4.07K
$139K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.22KNew |
$103K - $123K
|
3.22K
$110K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.1K+ 19.84% |
$35.1K - $41.9K
|
6.65K
$227K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
814+ 90.14% |
$26K - $31K
|
1.72K
$58.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
731+ 589.52% |
$23.3K - $27.8K
|
855
$29.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
703+ 34.16% |
$22.4K - $26.7K
|
2.76K
$94.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
665+ 437.5% |
$21.2K - $25.3K
|
817
$27.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
545+ 130.7% |
$17.4K - $20.7K
|
962
$32.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
488New |
$15.6K - $18.6K
|
488
$16.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
312New |
$9.96K - $11.9K
|
312
$10.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
293New |
$9.35K - $11.1K
|
293
$10K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
270New |
$8.62K - $10.3K
|
270
$9.23K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
250New |
$7.98K - $9.51K
|
250
$8.54K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
239+ 1.49% |
$7.63K - $9.09K
|
16.2K
$555K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
99+ 0.85% |
$3.16K - $3.77K
|
11.7K
$400K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
62+ 0.84% |
$1.98K - $2.36K
|
7.47K
$255K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
35New |
$1.12K - $1.33K
|
35
$1.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
24+ 0.9% |
$766 - $913
|
2.68K
$91.7K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$606 - $723
|
19
$649
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
17New |
$543 - $647
|
17
$581
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
75.8KNew |
$2.55M - $3.14M
|
75.8K
$2.59M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
72.9KNew |
$2.46M - $3.02M
|
72.9K
$2.49M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31.5K+ 4645.58% |
$1.06M - $1.3M
|
32.2K
$1.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
9.17KNew |
$309K - $379K
|
9.17K
$313K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.09K+ 32.59% |
$239K - $293K
|
28.8K
$985K
|
|