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 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.76K+ 25.09% |
$90.5K - $100K
|
13.8K
$541K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.76KNew |
$90.2K - $99.8K
|
2.76K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.73K+ 5.22% |
$89.2K - $98.6K
|
54.9K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.63K+ 20.47% |
$86.1K - $95.2K
|
15.5K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.61K+ 1.82% |
$85.4K - $94.4K
|
146K
$5.72M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.61KNew |
$85.3K - $94.3K
|
2.61K
$102K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.44K+ 11.05% |
$80K - $88.4K
|
24.5K
$964K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.12K+ 2.39% |
$69.5K - $76.9K
|
90.9K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.11K+ 3.49% |
$69.1K - $76.4K
|
62.5K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 51.9% |
$66.3K - $73.3K
|
5.93K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.97K+ 29.23% |
$64.5K - $71.3K
|
8.71K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.93K+ 8.28% |
$63.1K - $69.8K
|
25.2K
$990K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.87K+ 20.09% |
$61.1K - $67.5K
|
11.2K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.75K+ 1.61% |
$57.2K - $63.2K
|
110K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 10.4% |
$56K - $61.9K
|
18.1K
$712K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.56K+ 4.76% |
$50.9K - $56.3K
|
34.2K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.47K+ 5.42% |
$48.1K - $53.1K
|
28.5K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.44K+ 1.96% |
$47.1K - $52.1K
|
75K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.39K+ 1.31% |
$45.6K - $50.4K
|
107K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.33K+ 1255.66% |
$43.6K - $48.2K
|
1.44K
$56.4K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.3K+ 0.44% |
$42.7K - $47.2K
|
298K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 2.43% |
$41.6K - $46K
|
53.6K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.27K+ 11.33% |
$41.6K - $46K
|
12.5K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.25K+ 6.87% |
$40.9K - $45.3K
|
19.5K
$764K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.17K+ 0.16% |
$38.1K - $42.2K
|
737K
$29M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.16K+ 7.56% |
$37.8K - $41.8K
|
16.5K
$646K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.15K+ 4.08% |
$37.6K - $41.5K
|
29.3K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.11K+ 12.17% |
$36.3K - $40.1K
|
10.2K
$401K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.11K+ 8.89% |
$36.2K - $40.1K
|
13.6K
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$35.9K - $39.7K
|
1.1K
$43.1K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.06K+ 9.1% |
$34.7K - $38.3K
|
12.7K
$499K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 5.03% |
$34.2K - $37.8K
|
21.8K
$857K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 324.92% |
$33.3K - $36.8K
|
1.33K
$52.2K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1KNew |
$32.8K - $36.3K
|
1K
$39.4K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
972+ 15.44% |
$31.8K - $35.2K
|
7.27K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
934+ 5.79% |
$30.6K - $33.8K
|
17.1K
$671K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
899+ 9.06% |
$29.4K - $32.5K
|
10.8K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
885+ 16.81% |
$29K - $32K
|
6.15K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
881+ 12.96% |
$28.8K - $31.9K
|
7.68K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
873+ 1.28% |
$28.6K - $31.6K
|
69.3K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
843+ 3.85% |
$27.6K - $30.5K
|
22.7K
$892K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
768+ 4.92% |
$25.1K - $27.8K
|
16.4K
$643K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
757New |
$24.8K - $27.4K
|
757
$29.7K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
751+ 0.38% |
$24.6K - $27.2K
|
197K
$7.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
749+ 6.6% |
$24.5K - $27.1K
|
12.1K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
705+ 1.99% |
$23.1K - $25.5K
|
36.2K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
677+ 2.44% |
$22.2K - $24.5K
|
28.4K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
671+ 1.74% |
$22K - $24.3K
|
39.3K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
661+ 4.66% |
$21.6K - $23.9K
|
14.8K
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
641+ 9.3% |
$21K - $23.2K
|
7.53K
$296K
|