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
Aug 07, 2023 Q1 2023	W Advisors, LLC Germantown, TN	BUY	-	380 + 1.89%	$11.2K - $12.9K	20.5K $700K
May 08, 2023 Q1 2023	Blume Capital Management, Inc. Berkeley, CA	BUY	-	358 New	$10.6K - $12.2K	358 $12.2K
May 01, 2024 Q1 2023	Blume Capital Management, Inc. Berkeley, CA	BUY	-	358 New	$10.6K - $12.2K	358 $12.2K
May 10, 2023 Q1 2023	Brandywine Oak Private Wealth LLC	BUY	-	346 + 3.09%	$10.2K - $11.7K	11.5K $394K
Apr 11, 2023 Q1 2023	Olio Financial Planning	BUY	-	336 + 2.7%	$9.94K - $11.4K	12.8K $436K
May 02, 2023 Q1 2023	Morling Financial Advisors, LLC	BUY	-	315 + 1.0%	$9.32K - $10.7K	31.9K $1.09M
May 09, 2023 Q1 2023	Tortoise Investment Management, LLC	BUY	-	309 + 5.35%	$9.14K - $10.5K	6.08K $207K
May 11, 2023 Q1 2023	Plancorp, LLC	BUY	-	295 + 2.1%	$8.73K - $10K	14.3K $488K
May 03, 2023 Q1 2023	Guardian Wealth Advisors, LLC Bloomington, MN	BUY	-	290 New	$8.58K - $9.84K	290 $9.89K
May 01, 2023 Q1 2023	Unionview, LLC Seattle, WA	BUY	-	277 + 2.22%	$8.19K - $9.4K	12.8K $435K
May 09, 2023 Q1 2023	Tower Research Capital LLC (Trc) New York, NY	BUY	-	275 + 275.0%	$8.13K - $9.33K	375 $12.8K
May 15, 2023 Q1 2023	Baker Avenue Asset Management, LP	BUY	-	270 + 7.11%	$7.99K - $9.16K	4.07K $139K
Oct 12, 2023 Q1 2023	Cape Investment Advisory, Inc. Mcdonough, GA	BUY	-	229 New	$6.77K - $7.77K	229 $7.81K
Sep 12, 2023 Q1 2023	New Republic Capital, LLC Charlotte, NC	BUY	-	226 + 43.8%	$6.69K - $7.67K	742 $25.3K
Apr 28, 2023 Q1 2023	Simmons Bank	BUY	-	223 + 1.46%	$6.6K - $7.57K	15.5K $529K
Sep 01, 2023 Q1 2023	Corrigan Financial, Inc. Middletown, RI	BUY	-	210 + 1.87%	$6.21K - $7.13K	11.4K $390K
May 04, 2023 Q1 2023	Heritage Wealth Advisors	BUY	-	205 + 1.53%	$6.06K - $6.96K	13.6K $463K
May 03, 2023 Q1 2023	Tci Wealth Advisors, Inc.	BUY	-	186 + 33.04%	$5.5K - $6.31K	749 $25.5K
Apr 10, 2023 Q1 2023	Level Financial Advisors, Inc.	BUY	-	183 + 44.2%	$5.41K - $6.21K	597 $20.4K
Apr 21, 2023 Q1 2023	Leverty Financial Group, LLC	BUY	-	156 + 2.18%	$4.61K - $5.29K	7.31K $249K
Apr 13, 2023 Q1 2023	Spinnaker Trust	BUY	-	134 + 1.66%	$3.96K - $4.55K	8.23K $280K
May 15, 2023 Q1 2023	Simon Quick Advisors, LLC	BUY	-	132 + 1.19%	$3.9K - $4.48K	11.2K $382K
Apr 17, 2023 Q1 2023	Baldrige Asset Management LLC	BUY	-	122 + 4.76%	$3.61K - $4.14K	2.69K $91.6K
May 15, 2023 Q1 2023	Gould Capital, LLC	BUY	-	122 + 10.12%	$3.61K - $4.14K	1.33K $45.3K
May 12, 2023 Q1 2023	Vital Stone Financial, LLC Shavano Park, TX	BUY	-	89 + 329.63%	$2.63K - $3.02K	116 $3.95K
May 10, 2023 Q1 2023	One Capital Management, LLC Westlake Village, CA	BUY	-	80 + 1.18%	$2.37K - $2.72K	6.84K $233K
Apr 20, 2023 Q1 2023	Uma Financial Services, Inc.	BUY	-	78 + 0.28%	$2.31K - $2.65K	28.1K $956K
May 15, 2023 Q1 2023	Ambassador Advisors, LLC Lancaster, PA	BUY	-	77 + 167.39%	$2.28K - $2.61K	123 $4.19K
May 11, 2023 Q1 2023	Perennial Investment Advisors, LLC Los Angeles, CA	BUY	-	74 + 0.44%	$2.19K - $2.51K	16.9K $577K
May 12, 2023 Q1 2023	Cambridge Trust CO Boston, MA	BUY	-	73 + 1.59%	$2.16K - $2.48K	4.68K $159K
Apr 13, 2023 Q1 2023	Householder Group Estate & Retirement Specialist, LLC	BUY	-	70 New	$2.07K - $2.38K	70 $2.39K
Apr 26, 2023 Q1 2023	Valley National Advisers Inc	BUY	-	66 + 2.05%	$1.95K - $2.24K	3.29K $112K
May 09, 2023 Q1 2023	Ruedi Wealth Management, Inc. Champaign, IL	BUY	-	63 New	$1.86K - $2.14K	63 $2.15K
May 11, 2023 Q1 2023	Ever Source Wealth Advisors, LLC	BUY	-	56 + 4.81%	$1.66K - $1.9K	1.22K $41.6K
May 11, 2023 Q1 2023	Jordan Park Group LLC	BUY	-	49 + 0.4%	$1.45K - $1.66K	12.4K $423K
May 11, 2023 Q1 2023	Barrett & Company, Inc. Providence, RI	BUY	-	43 New	$1.27K - $1.46K	43 $1.47K
May 15, 2023 Q1 2023	Washington Trust Bank	BUY	-	37 + 0.42%	$1.09K - $1.26K	8.85K $302K
Apr 07, 2023 Q1 2023	Trust CO Of Vermont	BUY	-	36 + 1.3%	$1.06K - $1.22K	2.81K $95.6K
May 11, 2023 Q1 2023	Forefront Analytics, LLC West Conshohocken, PA	BUY	-	35 + 0.42%	$1.04K - $1.19K	8.29K $283K
May 03, 2023 Q1 2023	Aspire Private Capital, LLC	BUY	-	34 + 3.28%	$1.01K - $1.15K	1.07K $36.5K
May 30, 2023 Q1 2023	Aspire Private Capital, LLC	BUY	-	34 + 3.28%	$1.01K - $1.15K	1.07K $36.5K
Apr 17, 2023 Q1 2023	Annapolis Financial Services, LLC	BUY	-	33 New	$976 - $1.12K	33 $1.12K
May 10, 2023 Q1 2023	Washington Trust CO	BUY	-	32 New	$947 - $1.09K	32 $1.09K
May 01, 2023 Q1 2023	Capasso Planning Partners LLC Charleston, SC	BUY	-	30 + 0.36%	$887 - $1.02K	8.32K $283K
Apr 14, 2023 Q1 2023	First Command Advisory Services, Inc.	BUY	-	25 New	$740 - $849	25 $852
May 11, 2023 Q1 2023	Toronto Dominion Bank Toronto, Ontario, A6	BUY	-	19 New	$562 - $645	19 $648
May 15, 2023 Q1 2023	Howe & Rusling Inc Rochester, NY	BUY	-	13 + 2.7%	$385 - $441	495 $16.9K
May 04, 2023 Q1 2023	Ten Capital Wealth Advisors, LLC Spokane, WA	BUY	-	11 + 2.72%	$325 - $373	416 $14.2K
May 09, 2023 Q1 2023	Grey Fox Wealth Advisors, LLC Rockland, DE	BUY	-	10 + 16.95%	$296 - $339	69 $2.35K
May 03, 2023 Q1 2023	Centerpoint Advisors, LLC	BUY	-	5 New	$148 - $170	5 $170

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Account

Purchases and Sales Made in Q1 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)

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