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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.3K+ 57.81% |
$436K - $482K
|
36.3K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13KNew |
$424K - $469K
|
13K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5K+ 1.55% |
$375K - $415K
|
751K
$29.5M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.4KNew |
$374K - $414K
|
11.4K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
10.7K+ 9.45% |
$351K - $388K
|
124K
$4.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.6KNew |
$346K - $383K
|
10.6K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.5K+ 464.99% |
$342K - $378K
|
12.7K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 205.94% |
$342K - $378K
|
15.5K
$609K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10K+ 2.6% |
$329K - $364K
|
397K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.42K+ 3.38% |
$308K - $341K
|
288K
$11.3M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
9.02K+ 227.59% |
$295K - $327K
|
13K
$510K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
8.49KNew |
$278K - $307K
|
8.49K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.49K+ 43.97% |
$278K - $307K
|
27.8K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
7.52KNew |
$246K - $272K
|
7.52K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.48K+ 144.32% |
$245K - $271K
|
12.7K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.36KNew |
$241K - $266K
|
7.36K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.28KNew |
$238K - $263K
|
7.28K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.21K+ 11.47% |
$236K - $261K
|
70K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.15KNew |
$234K - $259K
|
7.15K
$281K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.07KNew |
$232K - $256K
|
7.07K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.69K+ 28.16% |
$219K - $242K
|
30.4K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.62KNew |
$217K - $240K
|
6.62K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.52K+ 10.33% |
$213K - $236K
|
69.6K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.45KNew |
$211K - $234K
|
6.45K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.41K+ 99.75% |
$210K - $232K
|
12.8K
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
6.04KNew |
$198K - $219K
|
6.04K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.96KNew |
$195K - $216K
|
5.96K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.92KNew |
$194K - $214K
|
5.92K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.85KNew |
$192K - $212K
|
5.85K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 2.0% |
$188K - $208K
|
293K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.71K+ 39.68% |
$187K - $207K
|
20.1K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.52KNew |
$181K - $200K
|
5.52K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.26K+ 3.41% |
$172K - $190K
|
160K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
4.57K+ 13.72% |
$150K - $165K
|
37.9K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.55K+ 11.12% |
$149K - $165K
|
45.5K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.45K+ 8.32% |
$146K - $161K
|
57.9K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.3KNew |
$141K - $156K
|
4.3K
$169K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.07K+ 15.6% |
$133K - $147K
|
30.2K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.06K+ 4.83% |
$133K - $147K
|
88K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.95K+ 20.92% |
$129K - $143K
|
22.8K
$897K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.92K+ 9.98% |
$128K - $142K
|
43.2K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.69K+ 8.43% |
$121K - $134K
|
47.5K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.59K+ 13.01% |
$118K - $130K
|
31.2K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.51KNew |
$115K - $127K
|
3.51K
$138K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.51KNew |
$115K - $127K
|
3.51K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.51K+ 68.58% |
$115K - $127K
|
8.62K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.49KNew |
$114K - $126K
|
3.49K
$137K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.43K+ 0.93% |
$112K - $124K
|
371K
$14.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.37K+ 2.26% |
$110K - $122K
|
152K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89K+ 3.81% |
$94.6K - $105K
|
78.7K
$3.09M
|