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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-654- 1.56% |
$19.3K - $22.2K
|
41.2K
$1.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-664- 4.78% |
$19.6K - $22.5K
|
13.2K
$459K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-676- 0.9% |
$20K - $22.9K
|
74.2K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-736- 6.5% |
$21.8K - $25K
|
10.6K
$367K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-742- 5.06% |
$21.9K - $25.2K
|
13.9K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-822- 24.48% |
$24.3K - $27.9K
|
2.54K
$87.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-822- 14.36% |
$24.3K - $27.9K
|
4.9K
$170K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-895- 8.66% |
$26.5K - $30.4K
|
9.44K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-925- 3.48% |
$27.4K - $31.4K
|
25.7K
$890K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-938- 7.44% |
$27.7K - $31.8K
|
11.7K
$404K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-971- 6.07% |
$28.7K - $33K
|
15K
$521K
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 4.04% |
$30.3K - $34.8K
|
24.4K
$844K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 49.0% |
$31.2K - $35.8K
|
1.1K
$38.1K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 7.81% |
$32.7K - $37.6K
|
13.1K
$453K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-1.15K- 9.99% |
$33.9K - $38.9K
|
10.3K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.15K- 7.57% |
$34K - $39K
|
14K
$486K
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1.16K- 5.14% |
$34.2K - $39.2K
|
21.3K
$739K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.18K- 6.68% |
$34.9K - $40K
|
16.5K
$572K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.21K- 8.99% |
$35.8K - $41.1K
|
12.3K
$425K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.27K- 7.09% |
$37.6K - $43.1K
|
16.7K
$578K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.4K- 50.04% |
$41.4K - $47.5K
|
1.4K
$48.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.42K- 4.89% |
$42.1K - $48.3K
|
27.7K
$960K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 5.33% |
$42.2K - $48.5K
|
25.4K
$879K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.5K- 5.64% |
$44.4K - $50.9K
|
25.1K
$870K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.51K- 0.03% |
$44.7K - $51.2K
|
4.77M
$165M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.69K- 6.23% |
$50K - $57.4K
|
25.4K
$881K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 3.28% |
$50K - $57.4K
|
49.9K
$1.73M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.71K- 1.85% |
$50.5K - $57.9K
|
90.7K
$3.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.74K- 3.44% |
$51.4K - $58.9K
|
48.7K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.85K- 21.48% |
$54.6K - $62.7K
|
6.75K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.87K- 17.29% |
$55.2K - $63.4K
|
8.93K
$310K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.89K- 11.98% |
$56K - $64.2K
|
13.9K
$482K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-1.92K- 6.9% |
$56.7K - $65.1K
|
25.9K
$898K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 5.34% |
$57.7K - $66.2K
|
34.6K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.04K- 17.52% |
$60.3K - $69.2K
|
9.59K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.19K- 2.46% |
$64.6K - $74.2K
|
86.7K
$3.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.19K- 25.74% |
$64.8K - $74.3K
|
6.32K
$219K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.22KClosed |
$65.5K - $75.2K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.5K- 22.35% |
$74K - $85K
|
8.7K
$301K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.6K- 21.47% |
$77K - $88.3K
|
9.52K
$330K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.94K- 34.79% |
$87K - $99.8K
|
5.51K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.94K- 34.79% |
$87K - $99.8K
|
5.51K
$191K
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.99K- 7.67% |
$88.5K - $102K
|
36K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.99K- 11.62% |
$88.5K - $102K
|
22.8K
$789K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3.03K- 84.25% |
$89.7K - $103K
|
567
$19.7K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-3.03K- 84.25% |
$89.7K - $103K
|
567
$19.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.18K- 9.44% |
$93.9K - $108K
|
30.5K
$1.06M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.67K- 12.94% |
$108K - $124K
|
24.7K
$854K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.94K- 14.49% |
$116K - $134K
|
23.2K
$806K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-4.48K- 13.39% |
$132K - $152K
|
29K
$1M
|