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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-550- 45.53% |
$17.6K - $20.4K
|
658
$22.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-547- 13.45% |
$17.5K - $20.3K
|
3.52K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-540- 0.86% |
$17.3K - $20K
|
62K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-505- 1.65% |
$16.2K - $18.7K
|
30.1K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-497- 1.32% |
$15.9K - $18.4K
|
37.1K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-490- 2.08% |
$15.7K - $18.2K
|
23K
$787K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-475- 7.7% |
$15.2K - $17.6K
|
5.7K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-459- 6.5% |
$14.7K - $17K
|
6.6K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-450- 2.88% |
$14.4K - $16.7K
|
15.2K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-409- 18.68% |
$13.1K - $15.2K
|
1.78K
$60.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-406- 4.46% |
$13K - $15.1K
|
8.71K
$298K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-394- 0.57% |
$12.6K - $14.6K
|
69.1K
$2.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-394- 1.68% |
$12.6K - $14.6K
|
23K
$788K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-380- 2.43% |
$12.2K - $14.1K
|
15.3K
$522K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-379- 7.62% |
$12.1K - $14.1K
|
4.6K
$157K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-324- 2.14% |
$10.4K - $12K
|
14.9K
$507K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-308- 3.26% |
$9.87K - $11.4K
|
9.15K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-300- 4.6% |
$9.61K - $11.1K
|
6.22K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-296- 3.85% |
$9.48K - $11K
|
7.39K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-295- 4.54% |
$9.45K - $10.9K
|
6.2K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-272- 4.16% |
$8.71K - $10.1K
|
6.27K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-269- 1.12% |
$8.62K - $9.98K
|
23.8K
$814K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-263- 6.31% |
$8.43K - $9.76K
|
3.91K
$134K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 6.49% |
$8.17K - $9.46K
|
3.67K
$126K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-252- 2.69% |
$8.07K - $9.35K
|
9.12K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-250- 31.45% |
$8.01K - $9.28K
|
545
$18.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-221- 8.1% |
$7.08K - $8.2K
|
2.51K
$85.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-214- 0.26% |
$6.86K - $7.94K
|
81K
$2.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-214- 1.19% |
$6.86K - $7.94K
|
17.7K
$606K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-211- 1.21% |
$6.76K - $7.83K
|
17.2K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-193- 0.49% |
$6.18K - $7.16K
|
38.8K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-191- 0.55% |
$6.12K - $7.09K
|
34.2K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-190- 2.1% |
$6.09K - $7.05K
|
8.87K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 21.84% |
$6.02K - $6.98K
|
673
$23K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-182- 1.0% |
$5.83K - $6.75K
|
18.1K
$618K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-178- 2.6% |
$5.7K - $6.61K
|
6.66K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-173- 1.44% |
$5.54K - $6.42K
|
11.8K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-169- 2.04% |
$5.41K - $6.27K
|
8.1K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-169- 1.47% |
$5.41K - $6.27K
|
11.3K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-168- 0.33% |
$5.38K - $6.23K
|
51.1K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-153- 0.2% |
$4.9K - $5.68K
|
76.5K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-135- 85.44% |
$4.33K - $5.01K
|
23
$786
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-135- 3.09% |
$4.33K - $5.01K
|
4.23K
$145K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-132- 2.16% |
$4.23K - $4.9K
|
5.98K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-117- 0.79% |
$3.75K - $4.34K
|
14.8K
$504K
|
|
|
Nov 08, 2024
Q3 2024
|
Fiduciary Counselling Inc
|
SELL
|
- |
-109- 4.15% |
$3.49K - $4.04K
|
2.52K
$85.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-102- 1.4% |
$3.27K - $3.79K
|
7.2K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-100- 0.96% |
$3.2K - $3.71K
|
10.3K
$351K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-97- 1.31% |
$3.11K - $3.6K
|
7.32K
$250K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-97- 11.35% |
$3.11K - $3.6K
|
758
$25.9K
|