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 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.07K- 18.1% |
$57.2K - $68K
|
9.37K
$347K
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.71K- 4.89% |
$47.2K - $56.1K
|
33.2K
$1.23M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.54KClosed |
$42.6K - $50.7K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.47K- 4.54% |
$40.8K - $48.5K
|
31K
$1.15M
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.15K- 88.72% |
$31.8K - $37.8K
|
146
$5.41K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-535- 5.51% |
$14.8K - $17.6K
|
9.17K
$340K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-495- 5.18% |
$13.7K - $16.3K
|
9.07K
$336K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$11.1K - $13.2K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-343- 9.25% |
$9.49K - $11.3K
|
3.37K
$125K
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-187- 0.85% |
$5.17K - $6.15K
|
21.8K
$808K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-125- 2.29% |
$3.46K - $4.11K
|
5.34K
$198K
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-124- 1.36% |
$3.43K - $4.08K
|
9K
$333K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-60- 0.6% |
$1.66K - $1.97K
|
9.9K
$367K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$27.7 - $32.9
|
9.19K
$341K
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-280KClosed |
$8.93M - $10.6M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-142K- 36.8% |
$4.53M - $5.4M
|
244K
$9.03M
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-130KClosed |
$4.16M - $4.96M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-126KClosed |
$4.01M - $4.78M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-73.1K- 99.46% |
$2.33M - $2.78M
|
396
$14.7K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-46.7KClosed |
$1.49M - $1.78M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-30.2KClosed |
$965K - $1.15M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-19.6K- 99.92% |
$625K - $745K
|
16
$593
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-14.7KClosed |
$469K - $560K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-14.4KClosed |
$459K - $548K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13.7KClosed |
$438K - $522K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13.5KClosed |
$430K - $512K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-13.1KClosed |
$420K - $500K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-12.9KClosed |
$412K - $491K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-12.7K- 55.51% |
$404K - $482K
|
10.1K
$376K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12.4K- 56.3% |
$397K - $474K
|
9.66K
$358K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-12.1K- 65.27% |
$386K - $460K
|
6.44K
$239K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-11.9K- 17.03% |
$378K - $451K
|
57.8K
$2.14M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$370K - $441K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-10.5KClosed |
$336K - $400K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-9.62KClosed |
$307K - $366K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9.61KClosed |
$307K - $366K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.55K- 50.58% |
$305K - $363K
|
9.33K
$346K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-9.43KClosed |
$301K - $359K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.24KClosed |
$295K - $352K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.15KClosed |
$292K - $348K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-9.15KClosed |
$292K - $348K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-9.01K- 47.44% |
$288K - $343K
|
9.98K
$370K
|
|
May 15, 2023
Q2 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-9KClosed |
$287K - $342K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.17KClosed |
$261K - $311K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-7.39KClosed |
$236K - $281K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-7.35KClosed |
$235K - $280K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-7.28KClosed |
$232K - $277K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.7KClosed |
$214K - $255K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-6.51KClosed |
$208K - $248K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-6.51KClosed |
$208K - $248K
|
0
$0
|