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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
180New |
$6.93K - $7.81K
|
180
$6.24K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
166New |
$6.39K - $7.2K
|
166
$5.76K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
80New |
$3.08K - $3.47K
|
80
$2.78K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
36New |
$1.39K - $1.56K
|
36
$1.25K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
32.8KNew |
$1.34M - $1.47M
|
32.8K
$1.14M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.02M - $1.12M
|
25K
$867K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.72KNew |
$355K - $391K
|
8.72K
$302K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
232+ 13.09% |
$9.45K - $10.4K
|
2K
$69.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$896 - $985
|
22
$763
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
5.66KNew |
$239K - $259K
|
5.66K
$196K
|
|
| Q1 2021 | |||||||
|
May 31, 2023
Q1 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
609+ 5.81% |
$25.5K - $28.7K
|
11.1K
$385K
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
424New |
$17.7K - $20K
|
424
$14.7K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.33KNew |
$261K - $308K
|
7.33K
$254K
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5.8KNew |
$206K - $244K
|
5.8K
$201K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
161KNew |
$5.25M - $5.94M
|
161K
$5.6M
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
45KNew |
$1.11M - $1.67M
|
45K
$1.56M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$31.1K - $34.9K
|
1.04K
$36.2K
|
|