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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
14.2KNew |
$381K - $447K
|
14.2K
$557K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
13.3KNew |
$358K - $420K
|
13.3K
$523K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.5K+ 23.45% |
$336K - $395K
|
65.8K
$2.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.42KNew |
$200K - $234K
|
7.42K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.22KNew |
$194K - $228K
|
7.22K
$284K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
6.83KNew |
$184K - $215K
|
6.83K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.7KNew |
$180K - $211K
|
6.7K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
6.02K+ 36.79% |
$162K - $190K
|
22.4K
$879K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.57K+ 139.66% |
$150K - $176K
|
9.55K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.29KNew |
$61.6K - $72.3K
|
2.29K
$90K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.07KNew |
$28.8K - $33.8K
|
1.07K
$42K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.02KNew |
$27.3K - $32K
|
1.02K
$39.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.01KNew |
$27.1K - $31.8K
|
1.01K
$39.6K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1KNew |
$26.9K - $31.6K
|
1K
$39.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
668New |
$18K - $21.1K
|
668
$26.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
566New |
$15.2K - $17.9K
|
566
$22.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
451New |
$12.1K - $14.2K
|
451
$17.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
251New |
$6.75K - $7.92K
|
251
$9.86K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
228+ 1.76% |
$6.13K - $7.2K
|
13.2K
$518K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
150New |
$4.03K - $4.73K
|
150
$5.89K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
128New |
$3.44K - $4.04K
|
128
$5.03K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
95New |
$2.55K - $3K
|
95
$3.73K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46New |
$1.24K - $1.45K
|
46
$1.81K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
22New |
$592 - $694
|
22
$864
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$484 - $568
|
18
$707
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
18+ 0.22% |
$484 - $568
|
8.22K
$323K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
16New |
$430 - $505
|
16
$628
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10+ 3.25% |
$269 - $316
|
318
$12.5K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
46.1KNew |
$1.27M - $1.51M
|
46.1K
$1.81M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
33.4KNew |
$924K - $1.1M
|
33.4K
$1.31M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24.2KNew |
$668K - $795K
|
24.2K
$949K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
12.4K+ 5.76% |
$344K - $409K
|
228K
$8.96M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.4KNew |
$317K - $376K
|
11.4K
$450K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
6.76K+ 7038.54% |
$187K - $222K
|
6.85K
$269K
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.89KNew |
$163K - $194K
|
5.89K
$231K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
5.5KNew |
$152K - $181K
|
5.5K
$216K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.15KNew |
$143K - $169K
|
5.15K
$202K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.64KNew |
$101K - $120K
|
3.64K
$143K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.22K+ 38.6% |
$89K - $106K
|
11.5K
$454K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.99K+ 48.06% |
$82.8K - $98.5K
|
9.22K
$362K
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
BUY
|
- |
2.54K+ 34.34% |
$70.1K - $83.4K
|
9.92K
$390K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.88K+ 1.08% |
$51.9K - $61.7K
|
175K
$6.88M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.57KNew |
$43.4K - $51.6K
|
1.57K
$61.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.35K+ 8.71% |
$37.5K - $44.5K
|
16.9K
$664K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.1K+ 13.42% |
$30.4K - $36.1K
|
9.27K
$364K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.07K+ 12.38% |
$29.7K - $35.3K
|
9.75K
$383K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.07K+ 2.03% |
$29.6K - $35.2K
|
53.7K
$2.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
940New |
$26K - $30.9K
|
940
$36.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
817+ 81700.0% |
$22.6K - $26.9K
|
818
$32.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
590+ 2.29% |
$16.3K - $19.4K
|
26.3K
$1.03M
|
|