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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.22K+ 19.23% |
$86.7K - $96.4K
|
13.8K
$614K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.21K+ 7.03% |
$86.2K - $95.9K
|
33.6K
$1.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.18K+ 29.11% |
$85.1K - $94.6K
|
9.66K
$431K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 0.72% |
$83.5K - $92.8K
|
298K
$13.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 9.37% |
$79.6K - $88.4K
|
23.8K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2K+ 29.41% |
$78.1K - $86.8K
|
8.8K
$392K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
2K+ 8.32% |
$78K - $86.7K
|
26K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.93K+ 13.39% |
$75.4K - $83.8K
|
16.3K
$729K
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.88K+ 12.55% |
$73.5K - $81.7K
|
16.9K
$752K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.85K+ 2.84% |
$72.4K - $80.5K
|
67.1K
$2.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.81K+ 4.89% |
$70.5K - $78.4K
|
38.7K
$1.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.78K+ 15.57% |
$69.4K - $77.2K
|
13.2K
$589K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.77K+ 6.69% |
$69.2K - $76.9K
|
28.3K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.73K+ 23.47% |
$67.6K - $75.1K
|
9.1K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.69K+ 23.13% |
$66K - $73.3K
|
8.99K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.62K+ 2.06% |
$63.1K - $70.2K
|
80K
$3.57M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.6K+ 2.42% |
$62.6K - $69.6K
|
67.7K
$3.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.55K+ 4.79% |
$60.5K - $67.3K
|
33.9K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.52K+ 19.22% |
$59.3K - $65.9K
|
9.41K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.45K+ 8.67% |
$56.6K - $62.9K
|
18.2K
$810K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.45KNew |
$56.5K - $62.8K
|
1.45K
$64.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.42K+ 2.55% |
$55.3K - $61.5K
|
57K
$2.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.41K+ 17.06% |
$55.2K - $61.3K
|
9.69K
$432K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.33KNew |
$51.8K - $57.6K
|
1.33K
$59.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.28K+ 15.76% |
$49.8K - $55.4K
|
9.37K
$418K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.25K+ 6.28% |
$48.7K - $54.2K
|
21.1K
$942K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 10.33% |
$48.3K - $53.7K
|
13.2K
$589K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.21K+ 3.36% |
$47.2K - $52.5K
|
37.2K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 8.54% |
$46.2K - $51.4K
|
15K
$671K
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.17K+ 10.4% |
$45.8K - $50.9K
|
12.4K
$555K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.16K+ 0.98% |
$45.2K - $50.2K
|
119K
$5.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.15K+ 7.18% |
$44.8K - $49.8K
|
17.1K
$763K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.09K+ 12.54% |
$42.6K - $47.3K
|
9.78K
$436K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.09K+ 0.67% |
$42.5K - $47.3K
|
165K
$7.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.06K+ 12.07% |
$41.3K - $45.9K
|
9.83K
$438K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.05K+ 1.77% |
$40.9K - $45.5K
|
60.3K
$2.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.05KNew |
$40.9K - $45.5K
|
1.05K
$46.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.04K+ 7.25% |
$40.6K - $45.2K
|
15.4K
$686K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
995+ 18.86% |
$38.9K - $43.2K
|
6.27K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
925+ 0.41% |
$36.1K - $40.2K
|
227K
$10.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
900+ 13.99% |
$35.2K - $39.1K
|
7.33K
$327K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
897+ 5.16% |
$35K - $38.9K
|
18.3K
$815K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
867+ 23.48% |
$33.9K - $37.6K
|
4.56K
$203K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
860+ 0.81% |
$33.6K - $37.3K
|
107K
$4.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
834+ 0.48% |
$32.6K - $36.2K
|
174K
$7.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
733New |
$28.6K - $31.8K
|
733
$32.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
648+ 5.35% |
$25.3K - $28.1K
|
12.8K
$569K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
645+ 11.32% |
$25.2K - $28K
|
6.34K
$283K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
620+ 1.53% |
$24.2K - $26.9K
|
41.1K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
610+ 10.37% |
$23.8K - $26.5K
|
6.49K
$289K
|
|