Purchases and Sales Made in Q1 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES, INC. ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.54K+ 10.48% |
$105K - $120K
|
37.3K
$1.29M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.5K+ 5.6% |
$104K - $119K
|
66K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
3.42K+ 6.25% |
$101K - $116K
|
58.2K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.24K+ 26.74% |
$95.9K - $110K
|
15.4K
$533K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.1KNew |
$91.6K - $105K
|
3.1K
$107K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.07K+ 14.64% |
$90.7K - $104K
|
24K
$832K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.85K+ 25.71% |
$84.3K - $96.7K
|
13.9K
$483K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.7K+ 2.29% |
$79.7K - $91.5K
|
121K
$4.18M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.62K+ 7.8% |
$77.6K - $89K
|
36.2K
$1.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.51K+ 1.56% |
$74.2K - $85.2K
|
164K
$5.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.4K+ 9.08% |
$71.1K - $81.5K
|
28.9K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.39K+ 12.04% |
$70.7K - $81.1K
|
22.2K
$771K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.31K+ 16.58% |
$68.2K - $78.3K
|
16.2K
$562K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.29K+ 10.68% |
$67.8K - $77.8K
|
23.8K
$823K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.27K+ 4.27% |
$67.1K - $77K
|
55.4K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.25K+ 6.03% |
$66.6K - $76.5K
|
39.6K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.23K+ 73.53% |
$65.9K - $75.6K
|
5.26K
$182K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.23K+ 2.46% |
$65.9K - $75.6K
|
92.7K
$3.21M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
2.21K+ 31.1% |
$65.5K - $75.1K
|
9.33K
$323K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.1K+ 16.7% |
$62.1K - $71.2K
|
14.7K
$508K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.07K+ 21.29% |
$61.2K - $70.2K
|
11.8K
$408K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2KNew |
$59.2K - $67.9K
|
2K
$69.3K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.98K+ 1.48% |
$58.5K - $67.2K
|
136K
$4.72M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.97K+ 29.52% |
$58.2K - $66.8K
|
8.63K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.93K+ 24.07% |
$56.9K - $65.3K
|
9.92K
$344K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.91KNew |
$56.5K - $64.8K
|
1.91K
$66.2K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.91K+ 4.39% |
$56.4K - $64.8K
|
45.3K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.82K+ 22.95% |
$53.8K - $61.8K
|
9.75K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.82KNew |
$53.8K - $61.7K
|
1.82K
$63K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.81K+ 1.31% |
$53.4K - $61.3K
|
139K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.77K+ 4.25% |
$52.5K - $60.2K
|
43.6K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.76K+ 6776.92% |
$52.1K - $59.8K
|
1.79K
$62K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.75K+ 3.43% |
$51.9K - $59.5K
|
52.8K
$1.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.7K+ 5.47% |
$50.4K - $57.8K
|
32.9K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.69K+ 5.14% |
$50K - $57.4K
|
34.6K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.69KNew |
$49.9K - $57.3K
|
1.69K
$58.5K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.68K+ 10.95% |
$49.7K - $57K
|
17K
$590K
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.62K+ 10.87% |
$47.9K - $55K
|
16.5K
$573K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.61K+ 4.37% |
$47.5K - $54.5K
|
38.3K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 787.06% |
$46.8K - $53.7K
|
1.78K
$61.8K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.56K+ 2.28% |
$46.2K - $53K
|
70.2K
$2.43M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.52K+ 2.23% |
$44.9K - $51.6K
|
69.5K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 20.8% |
$43.6K - $50K
|
8.56K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.41K+ 4.57% |
$41.7K - $47.8K
|
32.2K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.4K+ 13.04% |
$41.4K - $47.5K
|
12.1K
$421K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.38K+ 16.25% |
$40.9K - $47K
|
9.9K
$343K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.37K+ 2.56% |
$40.4K - $46.4K
|
54.8K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.36K+ 430.28% |
$40.3K - $46.3K
|
1.68K
$58.3K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.32K+ 3.0% |
$39K - $44.8K
|
45.3K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.3K+ 18.52% |
$38.3K - $44K
|
8.29K
$287K
|