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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.91K- 21.98% |
$144K - $158K
|
17.4K
$767K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.79K- 86.86% |
$140K - $154K
|
725
$31.9K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.86K- 18.2% |
$83.7K - $91.8K
|
12.9K
$566K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.47K- 23.23% |
$72.4K - $79.3K
|
8.18K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.18K- 6.23% |
$63.7K - $69.8K
|
32.7K
$1.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.84K- 12.33% |
$53.8K - $59K
|
13.1K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.42K- 18.16% |
$41.5K - $45.5K
|
6.4K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.2K- 28.21% |
$35.1K - $38.5K
|
3.06K
$134K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 12.45% |
$30.2K - $33.1K
|
7.27K
$320K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-405- 4.94% |
$11.9K - $13K
|
7.79K
$343K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-203- 49.51% |
$5.94K - $6.51K
|
207
$9.11K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-172- 2.34% |
$5.03K - $5.51K
|
7.19K
$316K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-111KClosed |
$3.34M - $3.72M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-74.2K- 54.77% |
$2.24M - $2.49M
|
61.3K
$2.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.9K- 39.19% |
$421K - $469K
|
21.6K
$952K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.96K- 32.65% |
$300K - $335K
|
20.5K
$903K
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-8.61K- 11.26% |
$260K - $290K
|
67.9K
$2.99M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.5K- 7.52% |
$196K - $218K
|
79.9K
$3.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.46K- 32.33% |
$195K - $217K
|
13.5K
$595K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.72K- 66.81% |
$81.9K - $91.3K
|
1.35K
$59.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.36K- 14.81% |
$41.1K - $45.8K
|
7.83K
$345K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 11.74% |
$37.9K - $42.3K
|
9.45K
$416K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.22K- 98.0% |
$36.9K - $41.1K
|
25
$1.1K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-703- 8.62% |
$21.2K - $23.6K
|
7.45K
$328K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-554- 92.95% |
$16.7K - $18.6K
|
42
$1.85K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 33.33% |
$15.1K - $16.8K
|
1K
$44K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-289- 85.25% |
$8.72K - $9.72K
|
50
$2.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-260- 3.06% |
$7.84K - $8.74K
|
8.23K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-45- 8.72% |
$1.36K - $1.51K
|
471
$20.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-30- 96.77% |
$905 - $1.01K
|
1
$44
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.05K- 46.21% |
$183K - $199K
|
7.04K
$310K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.97K- 98.38% |
$150K - $163K
|
82
$3.61K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.46K- 23.02% |
$105K - $113K
|
11.6K
$509K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.92K- 23.7% |
$88.5K - $95.9K
|
9.41K
$414K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.27K- 14.03% |
$68.7K - $74.4K
|
13.9K
$611K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 10.51% |
$35.3K - $38.2K
|
9.91K
$436K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.12K- 2.85% |
$33.9K - $36.7K
|
38.1K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-178- 40.18% |
$5.39K - $5.84K
|
265
$11.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-89- 76.72% |
$2.7K - $2.92K
|
27
$1.19K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-43.6K- 80.63% |
$1.29M - $1.48M
|
10.5K
$461K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-28.5K- 76.96% |
$844K - $968K
|
8.54K
$376K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-7.59K- 47.38% |
$225K - $258K
|
8.43K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7K- 18.92% |
$207K - $238K
|
30K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3.03K- 84.25% |
$89.7K - $103K
|
567
$24.9K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-3.03K- 84.25% |
$89.7K - $103K
|
567
$24.9K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.85K- 21.48% |
$54.6K - $62.7K
|
6.75K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 7.81% |
$32.7K - $37.6K
|
13.1K
$575K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-454- 3.79% |
$13.4K - $15.4K
|
11.5K
$507K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-447- 5.25% |
$13.2K - $15.2K
|
8.07K
$355K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 17.95% |
$1.04K - $1.19K
|
160
$7.04K
|
|