Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 33.53% |
$89.3K - $103K
|
5.53K
$186K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.76K- 4.74% |
$88.5K - $103K
|
55.6K
$1.87M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 6.01% |
$85.9K - $99.5K
|
41.9K
$1.41M
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.68K- 23.29% |
$85.8K - $99.4K
|
8.82K
$297K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.6K- 29.37% |
$83.4K - $96.6K
|
6.26K
$211K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.4K- 8.16% |
$76.9K - $89.1K
|
27K
$910K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-2.38K- 2.25% |
$76.3K - $88.3K
|
104K
$3.49M
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.09K- 1.52% |
$66.9K - $77.4K
|
135K
$4.55M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-2.05K- 37.12% |
$65.6K - $76K
|
3.47K
$117K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.02K- 17.17% |
$64.8K - $75.1K
|
9.77K
$329K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.78K- 19.44% |
$57.1K - $66.2K
|
7.39K
$249K
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.75K- 7.91% |
$56.1K - $64.9K
|
20.4K
$686K
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.75K- 3.98% |
$56K - $64.9K
|
42.1K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.69K- 8.61% |
$54.1K - $62.7K
|
17.9K
$604K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.66K- 2.4% |
$53.1K - $61.5K
|
67.3K
$2.27M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 3.09% |
$50.6K - $58.6K
|
49.5K
$1.67M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.57K- 6.14% |
$50.4K - $58.4K
|
24.1K
$811K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.42K- 54.48% |
$45.4K - $52.6K
|
1.19K
$39.9K
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.41K- 0.52% |
$45K - $52.2K
|
268K
$9.03M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 2.47% |
$44.8K - $51.9K
|
55.2K
$1.86M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.32K- 6.92% |
$42.2K - $48.9K
|
17.7K
$596K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.23K- 2.1% |
$39.4K - $45.6K
|
57.3K
$1.93M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.23K- 1.29% |
$39.3K - $45.5K
|
94.2K
$3.17M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.17K- 90.46% |
$37.4K - $43.3K
|
123
$4.14K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.14K- 27.64% |
$36.6K - $42.3K
|
2.99K
$101K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 10.58% |
$35.8K - $41.5K
|
9.45K
$318K
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.09K- 7.29% |
$34.9K - $40.4K
|
13.9K
$466K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 2.52% |
$33.6K - $38.9K
|
40.6K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.05K- 2.14% |
$33.5K - $38.8K
|
47.8K
$1.61M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.04K- 2.96% |
$33.3K - $38.6K
|
34K
$1.15M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-976- 5.31% |
$31.3K - $36.2K
|
17.4K
$587K
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-944- 54.63% |
$30.2K - $35K
|
784
$26.4K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-934- 62.31% |
$29.9K - $34.7K
|
565
$19K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-898- 16.93% |
$28.8K - $33.3K
|
4.41K
$148K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-886- 2.25% |
$28.4K - $32.9K
|
38.6K
$1.3M
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-883- 4.83% |
$28.3K - $32.8K
|
17.4K
$585K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-852- 11.89% |
$27.3K - $31.6K
|
6.32K
$213K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-847- 2.59% |
$27.1K - $31.4K
|
31.9K
$1.07M
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-787- 2.6% |
$25.2K - $29.2K
|
29.4K
$992K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-783- 54.79% |
$25.1K - $29.1K
|
646
$21.8K
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-771- 3.76% |
$24.7K - $28.6K
|
19.8K
$665K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-756- 1.62% |
$24.2K - $28.1K
|
46K
$1.55M
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-740- 11.11% |
$23.7K - $27.5K
|
5.92K
$199K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-731- 95.18% |
$23.4K - $27.1K
|
37
$1.25K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-723- 6.02% |
$23.2K - $26.8K
|
11.3K
$380K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-721- 7.16% |
$23.1K - $26.8K
|
9.36K
$315K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-696- 3.27% |
$22.3K - $25.8K
|
20.6K
$693K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-687- 1.29% |
$22K - $25.5K
|
52.6K
$1.77M
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-685- 5.62% |
$21.9K - $25.4K
|
11.5K
$387K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-667- 5.27% |
$21.4K - $24.8K
|
12K
$403K
|