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 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.93K- 36.7% |
$146K - $167K
|
8.5K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.24K- 2.72% |
$155K - $178K
|
188K
$6.51M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.67K- 14.62% |
$168K - $192K
|
33.1K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-5.7K- 27.9% |
$169K - $193K
|
14.7K
$511K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-5.72K- 6.23% |
$169K - $194K
|
86.1K
$2.98M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.21K- 9.97% |
$184K - $211K
|
56.1K
$1.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-6.75K- 31.91% |
$200K - $229K
|
14.4K
$499K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-6.79K- 33.02% |
$201K - $230K
|
13.8K
$477K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7K- 18.92% |
$207K - $238K
|
30K
$1.04M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.27K- 35.13% |
$215K - $247K
|
13.4K
$465K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.29K- 24.81% |
$216K - $247K
|
22.1K
$765K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.32K- 5.75% |
$217K - $249K
|
120K
$4.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-7.59K- 47.38% |
$225K - $258K
|
8.43K
$292K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-7.81K- 5.27% |
$231K - $265K
|
140K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.52K- 42.89% |
$252K - $289K
|
11.3K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.84K- 38.75% |
$261K - $300K
|
14K
$484K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.93K- 13.05% |
$264K - $303K
|
59.6K
$2.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.07K- 64.25% |
$268K - $308K
|
5.05K
$175K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.22K- 43.43% |
$273K - $313K
|
12K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.23K- 5.97% |
$273K - $313K
|
145K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.3K- 0.72% |
$334K - $383K
|
1.55M
$53.8M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-11.4K- 9.16% |
$337K - $386K
|
113K
$3.91M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.1K- 13.48% |
$358K - $411K
|
77.7K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13.4K- 9.87% |
$395K - $453K
|
122K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.6K- 65.74% |
$402K - $461K
|
7.09K
$246K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-14.7K- 26.19% |
$436K - $500K
|
41.5K
$1.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-18K- 46.84% |
$532K - $610K
|
20.4K
$707K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-19.8K- 42.08% |
$585K - $671K
|
27.2K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21.2K- 51.18% |
$627K - $719K
|
20.2K
$700K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.4K- 81.29% |
$633K - $726K
|
4.92K
$171K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-22.2K- 65.97% |
$657K - $754K
|
11.5K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-22.8K- 20.43% |
$676K - $775K
|
88.9K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-24.7K- 37.33% |
$732K - $840K
|
41.5K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-27.4K- 98.95% |
$810K - $929K
|
290
$10.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-28.5K- 76.96% |
$844K - $968K
|
8.54K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-32K- 54.16% |
$947K - $1.09M
|
27.1K
$939K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-34.1K- 81.43% |
$1.01M - $1.16M
|
7.77K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.3K- 22.66% |
$1.22M - $1.4M
|
141K
$4.88M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.7K- 2.8% |
$1.26M - $1.45M
|
1.48M
$51.4M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-43.1K- 52.33% |
$1.27M - $1.46M
|
39.3K
$1.36M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-43.6K- 80.63% |
$1.29M - $1.48M
|
10.5K
$363K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.4K- 34.95% |
$1.31M - $1.51M
|
82.6K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-47.3K- 47.26% |
$1.4M - $1.6M
|
52.7K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.8K- 9.67% |
$1.5M - $1.73M
|
475K
$16.5M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-51K- 58.65% |
$1.51M - $1.73M
|
36K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59.4K- 96.9% |
$1.76M - $2.02M
|
1.9K
$66K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-67.9K- 87.95% |
$2.01M - $2.3M
|
9.3K
$322K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-76.1K- 41.71% |
$2.25M - $2.58M
|
106K
$3.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-78.1K- 8.33% |
$2.31M - $2.65M
|
860K
$29.8M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-92.8K- 86.28% |
$2.74M - $3.15M
|
14.8K
$511K
|