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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
66+ 0.11% |
$2.11K - $2.45K
|
62.2K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
60+ 3.01% |
$1.92K - $2.23K
|
2.05K
$70.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 2.08% |
$1.89K - $2.19K
|
2.9K
$99.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 116.33% |
$1.83K - $2.12K
|
106
$3.62K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
56+ 0.84% |
$1.79K - $2.08K
|
6.76K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
55+ 1.0% |
$1.76K - $2.04K
|
5.58K
$191K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
53New |
$1.7K - $1.97K
|
53
$1.81K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
46New |
$1.47K - $1.71K
|
46
$1.57K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.06K - $1.22K
|
33
$1.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
31+ 0.07% |
$993 - $1.15K
|
45.8K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28New |
$897 - $1.04K
|
28
$957
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
27+ 0.45% |
$865 - $1K
|
6.08K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
24+ 0.35% |
$769 - $891
|
6.96K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24New |
$769 - $891
|
24
$820
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21+ 4.17% |
$673 - $779
|
525
$17.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$545 - $631
|
17
$581
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.12% |
$513 - $594
|
12.9K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12+ 0.02% |
$384 - $445
|
70.8K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 0.17% |
$288 - $334
|
5.38K
$184K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7New |
$224 - $260
|
7
$239
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
1+ 0.01% |
$32 - $37.1
|
11.2K
$384K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.32% |
$32 - $37.1
|
77
$2.63K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.67% |
$32 - $37.1
|
150
$5.13K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
454K+ 52.78% |
$14.2M - $15.6M
|
1.32M
$44.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
320K+ 204.49% |
$9.95M - $11M
|
476K
$16.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
70K+ 26.84% |
$2.18M - $2.41M
|
331K
$11.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
54.3KNew |
$1.69M - $1.87M
|
54.3K
$1.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
43.9KNew |
$1.37M - $1.51M
|
43.9K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
36.5KNew |
$1.14M - $1.26M
|
36.5K
$1.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3K+ 56.18% |
$820K - $904K
|
73.2K
$2.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.7KNew |
$332K - $366K
|
10.7K
$364K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.4KNew |
$323K - $356K
|
10.4K
$354K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
10.1KNew |
$316K - $349K
|
10.1K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.66KNew |
$301K - $332K
|
9.66K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
8.05KNew |
$251K - $277K
|
8.05K
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.56KNew |
$204K - $225K
|
6.56K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.48K+ 48.57% |
$202K - $223K
|
19.8K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.04KNew |
$188K - $207K
|
6.04K
$206K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6KNew |
$187K - $206K
|
6K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.28K+ 51.53% |
$164K - $181K
|
15.5K
$531K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.92K+ 62.09% |
$122K - $135K
|
10.2K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.93K+ 4.95% |
$91.2K - $101K
|
62.1K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.56K+ 19.52% |
$79.6K - $87.9K
|
15.7K
$535K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.34K+ 6.94% |
$72.8K - $80.3K
|
36K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.75KNew |
$54.6K - $60.2K
|
1.75K
$59.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.51K+ 21.89% |
$47K - $51.9K
|
8.41K
$287K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.46KNew |
$45.6K - $50.3K
|
1.46K
$50K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.3K+ 8.57% |
$40.5K - $44.7K
|
16.5K
$564K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.14K+ 16.76% |
$35.4K - $39.1K
|
7.93K
$271K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.12KNew |
$35K - $38.6K
|
1.12K
$38.4K
|
|