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 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 11.74% |
$37.9K - $42.3K
|
9.45K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.22K- 98.0% |
$36.9K - $41.1K
|
25
$854
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-703- 8.62% |
$21.2K - $23.6K
|
7.45K
$255K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-554- 92.95% |
$16.7K - $18.6K
|
42
$1.44K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 33.33% |
$15.1K - $16.8K
|
1K
$34.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-289- 85.25% |
$8.72K - $9.72K
|
50
$1.71K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-260- 3.06% |
$7.84K - $8.74K
|
8.23K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-45- 8.72% |
$1.36K - $1.51K
|
471
$16.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-30- 96.77% |
$905 - $1.01K
|
1
$34.2
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.05K- 46.21% |
$183K - $199K
|
7.04K
$241K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.97K- 98.38% |
$150K - $163K
|
82
$2.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.46K- 23.02% |
$105K - $113K
|
11.6K
$395K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.92K- 23.7% |
$88.5K - $95.9K
|
9.41K
$321K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.27K- 14.03% |
$68.7K - $74.4K
|
13.9K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.28K- 7.45% |
$38.7K - $41.9K
|
15.9K
$542K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 10.51% |
$35.3K - $38.2K
|
9.91K
$339K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.12K- 2.85% |
$33.9K - $36.7K
|
38.1K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-465- 41.93% |
$14.1K - $15.3K
|
644
$22K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-178- 40.18% |
$5.39K - $5.84K
|
265
$9.06K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-89- 76.72% |
$2.7K - $2.92K
|
27
$923
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-43.6K- 80.63% |
$1.29M - $1.48M
|
10.5K
$358K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-28.5K- 76.96% |
$844K - $968K
|
8.54K
$292K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-7.59K- 47.38% |
$225K - $258K
|
8.43K
$288K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7K- 18.92% |
$207K - $238K
|
30K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-3.03K- 84.25% |
$89.7K - $103K
|
567
$19.4K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3.03K- 84.25% |
$89.7K - $103K
|
567
$19.4K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.85K- 21.48% |
$54.6K - $62.7K
|
6.75K
$231K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 7.81% |
$32.7K - $37.6K
|
13.1K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-600- 6.45% |
$17.7K - $20.4K
|
8.7K
$297K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-454- 3.79% |
$13.4K - $15.4K
|
11.5K
$394K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-447- 5.25% |
$13.2K - $15.2K
|
8.07K
$276K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-386- 4.48% |
$11.4K - $13.1K
|
8.23K
$281K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 17.95% |
$1.04K - $1.19K
|
160
$5.47K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-177K- 86.25% |
$4.75M - $5.58M
|
28.2K
$963K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-117K- 45.14% |
$3.15M - $3.69M
|
142K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-33.4K- 35.61% |
$897K - $1.05M
|
60.3K
$2.06M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-27.4KClosed |
$735K - $863K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20.5K- 75.23% |
$552K - $647K
|
6.75K
$231K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-20.3K- 73.87% |
$547K - $641K
|
7.19K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-15K- 60.53% |
$403K - $474K
|
9.79K
$334K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-11.7K- 73.56% |
$316K - $370K
|
4.22K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10.8K- 53.65% |
$290K - $340K
|
9.31K
$318K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9.77K- 99.53% |
$263K - $308K
|
46
$1.57K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.19K- 23.45% |
$220K - $259K
|
26.7K
$914K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.3K- 68.65% |
$169K - $199K
|
2.88K
$98.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.42K- 16.47% |
$65.1K - $76.4K
|
12.3K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.61K- 55.04% |
$43.3K - $50.9K
|
1.32K
$45K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.59K- 16.98% |
$42.7K - $50.1K
|
7.76K
$265K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.26K- 7.17% |
$33.9K - $39.8K
|
16.3K
$558K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.03K- 12.97% |
$27.6K - $32.3K
|
6.88K
$235K
|
|