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 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.01K+ 2.51% |
$124K - $157K
|
164K
$6.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.45K+ 14.8% |
$106K - $135K
|
26.7K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.35K+ 23.85% |
$103K - $131K
|
17.4K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.09K+ 9.11% |
$95.3K - $121K
|
37K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.01K+ 34.95% |
$93K - $118K
|
11.6K
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.86K+ 7.61% |
$88.3K - $112K
|
40.4K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.79K+ 39.49% |
$86.2K - $109K
|
9.87K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.69K+ 9.36% |
$83K - $105K
|
31.4K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.53K+ 40.65% |
$78.2K - $99.3K
|
8.77K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.53K+ 8.17% |
$77.9K - $98.9K
|
33.4K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.46K+ 29.61% |
$75.8K - $96.2K
|
10.7K
$456K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.41K+ 3.38% |
$74.3K - $94.3K
|
73.7K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.32K+ 3.68% |
$71.5K - $90.7K
|
65.3K
$2.77M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.29K+ 54.04% |
$70.8K - $89.8K
|
6.54K
$277K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.29K+ 1.57% |
$70.5K - $89.5K
|
148K
$6.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.26K+ 6.23% |
$69.9K - $88.6K
|
38.6K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.18K+ 3.96% |
$67.2K - $85.3K
|
57.1K
$2.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.13K+ 10.95% |
$65.9K - $83.6K
|
21.6K
$918K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 4.41% |
$65.8K - $83.5K
|
50.5K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.11K+ 13.18% |
$65.1K - $82.6K
|
18.1K
$768K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.07K+ 3.91% |
$64K - $81.2K
|
55.1K
$2.34M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 6.44% |
$63.7K - $80.8K
|
34.1K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 3.78% |
$62.5K - $79.4K
|
55.6K
$2.36M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
1.99K+ 24.02% |
$61.4K - $77.9K
|
10.3K
$436K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.94K+ 10.31% |
$59.7K - $75.8K
|
20.7K
$878K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$55.9K - $71K
|
1.81K
$76.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.78KNew |
$54.9K - $69.7K
|
1.78K
$75.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.74KNew |
$53.8K - $68.2K
|
1.74K
$73.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.68KNew |
$51.9K - $65.9K
|
1.68K
$71.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.68K+ 2.47% |
$51.9K - $65.8K
|
69.8K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 3.47% |
$50.4K - $63.9K
|
48.7K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.58K+ 15.45% |
$48.6K - $61.7K
|
11.8K
$499K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.44K+ 4.15% |
$44.3K - $56.2K
|
36K
$1.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.43K+ 15.68% |
$44.2K - $56.1K
|
10.6K
$449K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.43K+ 21.32% |
$44.2K - $56.1K
|
8.15K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.43K+ 11.0% |
$44.1K - $56K
|
14.4K
$612K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.37K+ 18.28% |
$42.2K - $53.6K
|
8.85K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.32K+ 1.93% |
$40.9K - $51.9K
|
70K
$2.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.3K+ 12.68% |
$40.1K - $50.9K
|
11.5K
$490K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.29KNew |
$39.9K - $50.6K
|
1.29K
$54.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.2K+ 2.51% |
$37K - $47K
|
48.9K
$2.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.17K+ 18.53% |
$36.1K - $45.8K
|
7.48K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.12K+ 2.4% |
$34.5K - $43.8K
|
47.7K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.1KNew |
$34K - $43.1K
|
1.1K
$46.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 0.53% |
$32.4K - $41.1K
|
198K
$8.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
989+ 3.18% |
$30.5K - $38.7K
|
32.1K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
979+ 11.01% |
$30.2K - $38.3K
|
9.87K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
911+ 2.69% |
$28.1K - $35.7K
|
34.8K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
883+ 1038.82% |
$27.3K - $34.6K
|
968
$41.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
872+ 3.14% |
$26.9K - $34.2K
|
28.7K
$1.22M
|