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 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44+ 0.42% |
$1.33K - $1.48K
|
10.6K
$362K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
34New |
$1.03K - $1.14K
|
34
$1.16K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25New |
$754 - $840
|
25
$854
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12New |
$362 - $403
|
12
$410
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.04% |
$241 - $269
|
18.2K
$621K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
30.1K+ 0.63% |
$913K - $988K
|
4.8M
$164M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.7K+ 54.63% |
$687K - $744K
|
64.2K
$2.19M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.4KNew |
$315K - $341K
|
10.4K
$355K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.53K+ 51.72% |
$259K - $280K
|
25K
$855K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.51K+ 86.63% |
$106K - $115K
|
7.55K
$258K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.19K+ 27.22% |
$66.3K - $71.8K
|
10.2K
$350K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
576New |
$17.5K - $18.9K
|
576
$19.7K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
410+ 13.11% |
$12.4K - $13.5K
|
3.54K
$121K
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
395+ 5.82% |
$12K - $13K
|
7.18K
$245K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
287+ 4.37% |
$8.7K - $9.42K
|
6.86K
$234K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
287New |
$8.7K - $9.42K
|
287
$9.81K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$3.03K - $3.28K
|
100
$3.42K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
92New |
$2.79K - $3.02K
|
92
$3.14K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
39New |
$1.18K - $1.28K
|
39
$1.33K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39New |
$1.18K - $1.28K
|
39
$1.33K
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
16+ 66.67% |
$485 - $525
|
40
$1.37K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.52% |
$364 - $394
|
2.34K
$80K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.72% |
$303 - $328
|
1.41K
$48.1K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9New |
$273 - $295
|
9
$308
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.07% |
$182 - $197
|
8.3K
$284K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.22% |
$90.9 - $98.4
|
1.38K
$47.3K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2New |
$60.6 - $65.6
|
2
$68.3
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
62.3KNew |
$1.84M - $2.12M
|
62.3K
$2.13M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.9KNew |
$1.09M - $1.25M
|
36.9K
$1.26M
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
30.1KNew |
$889K - $1.02M
|
30.1K
$1.03M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.4KNew |
$368K - $422K
|
12.4K
$425K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.29KNew |
$186K - $213K
|
6.29K
$215K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.86K+ 5.23% |
$173K - $199K
|
118K
$4.02M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.24K+ 26.74% |
$95.9K - $110K
|
15.4K
$525K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.1KNew |
$91.6K - $105K
|
3.1K
$106K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.27KNew |
$37.6K - $43.1K
|
1.27K
$43.4K
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.15KNew |
$34.1K - $39.1K
|
1.15K
$39.4K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.08KNew |
$32.1K - $36.8K
|
1.08K
$37K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
735+ 2722.22% |
$21.7K - $24.9K
|
762
$26K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
645New |
$19.1K - $21.9K
|
645
$22K
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
546+ 1.78% |
$16.2K - $18.5K
|
31.3K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
514New |
$15.2K - $17.4K
|
514
$17.6K
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
358New |
$10.6K - $12.2K
|
358
$12.2K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
290New |
$8.58K - $9.84K
|
290
$9.91K
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
223+ 1.46% |
$6.6K - $7.57K
|
15.5K
$530K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
186+ 33.04% |
$5.5K - $6.31K
|
749
$25.6K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
183+ 44.2% |
$5.41K - $6.21K
|
597
$20.4K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
122+ 4.76% |
$3.61K - $4.14K
|
2.69K
$91.8K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
43New |
$1.27K - $1.46K
|
43
$1.47K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
33New |
$976 - $1.12K
|
33
$1.13K
|