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 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-549Closed |
$14.8K - $17.3K
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-304- 61.17% |
$8.17K - $9.59K
|
193
$6.5K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-124- 62.63% |
$3.33K - $3.91K
|
74
$2.49K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-43- 11.94% |
$1.16K - $1.36K
|
317
$10.7K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-36- 4.5% |
$968 - $1.14K
|
764
$25.7K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7- 7.07% |
$188 - $221
|
92
$3.1K
|
|
Q3 2022 | |||||||
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-137K- 73.8% |
$3.8M - $4.51M
|
48.7K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-92.9K- 76.72% |
$2.57M - $3.06M
|
28.2K
$950K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-49.9K- 6.4% |
$1.38M - $1.64M
|
731K
$24.6M
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-26.5KClosed |
$735K - $873K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.79K- 32.61% |
$271K - $322K
|
20.2K
$682K
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.97K- 18.38% |
$221K - $262K
|
35.4K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.3K- 89.81% |
$147K - $174K
|
601
$20.2K
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.21K- 18.61% |
$116K - $138K
|
18.4K
$619K
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.2K- 30.97% |
$116K - $138K
|
9.37K
$315K
|
|
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-4.14KClosed |
$115K - $136K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-3.35K- 1.47% |
$92.7K - $110K
|
225K
$7.57M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.92K- 10.62% |
$80.8K - $96K
|
24.6K
$828K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.61K- 24.7% |
$72.2K - $85.8K
|
7.96K
$268K
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.07K- 18.1% |
$57.2K - $68K
|
9.37K
$315K
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.71K- 4.89% |
$47.2K - $56.1K
|
33.2K
$1.12M
|
|
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
$1.04M
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.15K- 88.72% |
$31.8K - $37.8K
|
146
$4.92K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-535- 5.51% |
$14.8K - $17.6K
|
9.17K
$309K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-495- 5.18% |
$13.7K - $16.3K
|
9.07K
$305K
|
|
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
$113K
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-256- 33.86% |
$7.08K - $8.42K
|
500
$16.8K
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-187- 0.85% |
$5.17K - $6.15K
|
21.8K
$734K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-125- 2.29% |
$3.46K - $4.11K
|
5.34K
$180K
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-124- 1.36% |
$3.43K - $4.08K
|
9K
$303K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-60- 0.6% |
$1.66K - $1.97K
|
9.9K
$333K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$27.7 - $32.9
|
9.19K
$310K
|
|
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
$8.21M
|
|
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
$13.3K
|
|
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
$539
|
|
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
$342K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12.4K- 56.3% |
$397K - $474K
|
9.66K
$325K
|