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 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39New |
$1.18K - $1.28K
|
39
$1.66K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
16+ 66.67% |
$485 - $525
|
40
$1.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.52% |
$364 - $394
|
2.34K
$99.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.72% |
$303 - $328
|
1.41K
$59.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9New |
$273 - $295
|
9
$382
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.22% |
$90.9 - $98.4
|
1.38K
$58.7K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2New |
$60.6 - $65.6
|
2
$84.9
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
62.3KNew |
$1.84M - $2.12M
|
62.3K
$2.65M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.9KNew |
$1.09M - $1.25M
|
36.9K
$1.57M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
30.1KNew |
$889K - $1.02M
|
30.1K
$1.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.4KNew |
$368K - $422K
|
12.4K
$528K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.29KNew |
$186K - $213K
|
6.29K
$267K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.86K+ 5.23% |
$173K - $199K
|
118K
$5M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.24K+ 26.74% |
$95.9K - $110K
|
15.4K
$652K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.27KNew |
$37.6K - $43.1K
|
1.27K
$53.9K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.15KNew |
$34.1K - $39.1K
|
1.15K
$48.9K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.08KNew |
$32.1K - $36.8K
|
1.08K
$46K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
735+ 2722.22% |
$21.7K - $24.9K
|
762
$32.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
645New |
$19.1K - $21.9K
|
645
$27.4K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
546+ 1.78% |
$16.2K - $18.5K
|
31.3K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
514New |
$15.2K - $17.4K
|
514
$21.8K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
358New |
$10.6K - $12.2K
|
358
$15.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
290New |
$8.58K - $9.84K
|
290
$12.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
223+ 1.46% |
$6.6K - $7.57K
|
15.5K
$658K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
186+ 33.04% |
$5.5K - $6.31K
|
749
$31.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
183+ 44.2% |
$5.41K - $6.21K
|
597
$25.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
122+ 4.76% |
$3.61K - $4.14K
|
2.69K
$114K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
43New |
$1.27K - $1.46K
|
43
$1.82K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
33New |
$976 - $1.12K
|
33
$1.4K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
32New |
$947 - $1.09K
|
32
$1.36K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
19New |
$562 - $645
|
19
$806
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11+ 2.72% |
$325 - $373
|
416
$17.7K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 16.95% |
$296 - $339
|
69
$2.93K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
290K+ 5.42% |
$7.8M - $9.16M
|
5.64M
$240M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
92.1K+ 105.79% |
$2.48M - $2.91M
|
179K
$7.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
14.2KNew |
$381K - $447K
|
14.2K
$601K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.5K+ 23.45% |
$336K - $395K
|
65.8K
$2.79M
|
|
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
8.58KNew |
$231K - $271K
|
8.58K
$364K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.42KNew |
$200K - $234K
|
7.42K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.22KNew |
$194K - $228K
|
7.22K
$307K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
6.83KNew |
$184K - $215K
|
6.83K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.7KNew |
$180K - $211K
|
6.7K
$284K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
6.02K+ 36.79% |
$162K - $190K
|
22.4K
$950K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.57K+ 139.66% |
$150K - $176K
|
9.55K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.29KNew |
$61.6K - $72.3K
|
2.29K
$97.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.07KNew |
$28.8K - $33.8K
|
1.07K
$45.4K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.02KNew |
$27.3K - $32K
|
1.02K
$43.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.01KNew |
$27.1K - $31.8K
|
1.01K
$42.7K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1KNew |
$26.9K - $31.6K
|
1K
$42.4K
|
|