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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.95KNew |
$64.9K - $73.2K
|
1.95K
$82.5K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.91KNew |
$63.7K - $71.8K
|
1.91K
$80.9K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.88KNew |
$62.8K - $70.8K
|
1.88K
$79.8K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.52K+ 1.46% |
$50.8K - $57.3K
|
106K
$4.48M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
414+ 42.51% |
$13.8K - $15.6K
|
1.39K
$58.9K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
339+ 2.64% |
$11.3K - $12.8K
|
13.2K
$559K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
325New |
$10.9K - $12.2K
|
325
$13.8K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
274+ 219.2% |
$9.15K - $10.3K
|
399
$16.9K
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
214New |
$7.15K - $8.06K
|
214
$9.08K
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
211+ 3.58% |
$7.05K - $7.95K
|
6.11K
$259K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
138New |
$4.61K - $5.2K
|
138
$5.86K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
123New |
$4.11K - $4.63K
|
123
$5.22K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
108New |
$3.61K - $4.07K
|
108
$4.58K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
108+ 0.87% |
$3.61K - $4.07K
|
12.5K
$530K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100New |
$3.34K - $3.77K
|
100
$4.24K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
67New |
$2.24K - $2.52K
|
67
$2.84K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.56% |
$1.17K - $1.32K
|
1.4K
$59.5K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
31New |
$1.04K - $1.17K
|
31
$1.32K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
26New |
$868 - $979
|
26
$1.1K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
26New |
$868 - $979
|
26
$1.1K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
21New |
$701 - $791
|
21
$891
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8New |
$267 - $301
|
8
$340
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.4% |
$200 - $226
|
435
$18.5K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 2.08% |
$100 - $113
|
147
$6.24K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$66.8 - $75.3
|
111
$4.71K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.89% |
$33.4 - $37.7
|
54
$2.29K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.14KNew |
$261K - $302K
|
8.14K
$346K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.46K+ 1.94% |
$239K - $277K
|
393K
$16.7M
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
6.83KNew |
$219K - $253K
|
6.83K
$290K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.18K+ 6.7% |
$198K - $229K
|
98.3K
$4.17M
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6.11KNew |
$196K - $227K
|
6.11K
$259K
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.79KNew |
$185K - $215K
|
5.79K
$246K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.76KNew |
$185K - $214K
|
5.76K
$244K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.66K+ 9.32% |
$85.3K - $98.8K
|
31.2K
$1.32M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.2K+ 11.88% |
$70.3K - $81.5K
|
20.7K
$877K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.83K+ 16.35% |
$58.6K - $67.9K
|
13K
$553K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.75KNew |
$56.1K - $65K
|
1.75K
$74.4K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
855+ 12.28% |
$27.4K - $31.7K
|
7.82K
$332K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
581New |
$18.6K - $21.6K
|
581
$24.7K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
305New |
$9.77K - $11.3K
|
305
$12.9K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
180New |
$5.77K - $6.68K
|
180
$7.64K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
176New |
$5.64K - $6.53K
|
176
$7.47K
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
97New |
$3.11K - $3.6K
|
97
$4.12K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
46New |
$1.47K - $1.71K
|
46
$1.95K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.06K - $1.22K
|
33
$1.4K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28New |
$897 - $1.04K
|
28
$1.19K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
24+ 0.35% |
$769 - $891
|
6.96K
$295K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
454K+ 52.78% |
$14.2M - $15.6M
|
1.32M
$55.8M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
320K+ 204.49% |
$9.95M - $11M
|
476K
$20.2M
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
54.3KNew |
$1.69M - $1.87M
|
54.3K
$2.3M
|