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, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.22KNew |
$103K - $123K
|
3.22K
$137K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.1K+ 19.84% |
$35.1K - $41.9K
|
6.65K
$282K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
814+ 90.14% |
$26K - $31K
|
1.72K
$72.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
731+ 589.52% |
$23.3K - $27.8K
|
855
$36.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
703+ 34.16% |
$22.4K - $26.7K
|
2.76K
$117K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
665+ 437.5% |
$21.2K - $25.3K
|
817
$34.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
488New |
$15.6K - $18.6K
|
488
$20.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
312New |
$9.96K - $11.9K
|
312
$13.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
293New |
$9.35K - $11.1K
|
293
$12.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
270New |
$8.62K - $10.3K
|
270
$11.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
250New |
$7.98K - $9.51K
|
250
$10.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
239+ 1.49% |
$7.63K - $9.09K
|
16.2K
$689K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
99+ 0.85% |
$3.16K - $3.77K
|
11.7K
$497K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
62+ 0.84% |
$1.98K - $2.36K
|
7.47K
$317K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
35New |
$1.12K - $1.33K
|
35
$1.49K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
24+ 0.9% |
$766 - $913
|
2.68K
$114K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$606 - $723
|
19
$806
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
17New |
$543 - $647
|
17
$721
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
75.8KNew |
$2.55M - $3.14M
|
75.8K
$3.22M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
72.9KNew |
$2.46M - $3.02M
|
72.9K
$3.1M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31.5K+ 4645.58% |
$1.06M - $1.3M
|
32.2K
$1.37M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
9.17KNew |
$309K - $379K
|
9.17K
$389K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.09K+ 32.59% |
$239K - $293K
|
28.8K
$1.22M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
568New |
$19.1K - $23.5K
|
568
$24.1K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
339New |
$11.4K - $14K
|
339
$14.4K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
6New |
$202 - $248
|
6
$255
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
23.3KNew |
$896K - $1.01M
|
23.3K
$988K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
180New |
$6.93K - $7.81K
|
180
$7.64K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
166New |
$6.39K - $7.2K
|
166
$7.05K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
80New |
$3.08K - $3.47K
|
80
$3.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
36New |
$1.39K - $1.56K
|
36
$1.53K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
32.8KNew |
$1.34M - $1.47M
|
32.8K
$1.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.02M - $1.12M
|
25K
$1.06M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.72KNew |
$355K - $391K
|
8.72K
$370K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
232+ 13.09% |
$9.45K - $10.4K
|
2K
$85K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$896 - $985
|
22
$934
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
5.66KNew |
$239K - $259K
|
5.66K
$240K
|
|
| Q1 2021 | |||||||
|
May 31, 2023
Q1 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
609+ 5.81% |
$25.5K - $28.7K
|
11.1K
$471K
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
424New |
$17.7K - $20K
|
424
$18K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5.8KNew |
$206K - $244K
|
5.8K
$246K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
161KNew |
$5.25M - $5.94M
|
161K
$6.85M
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
45KNew |
$1.11M - $1.67M
|
45K
$1.91M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$31.1K - $34.9K
|
1.04K
$44.3K
|
|