Purchases and Sales Made in Q2 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12K- 20.94% |
$363K - $393K
|
45.2K
$1.55M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12.1K- 12.25% |
$366K - $396K
|
86.4K
$2.95M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-12.6K- 28.94% |
$381K - $413K
|
30.9K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12.8K- 6.82% |
$388K - $420K
|
175K
$5.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-13.6K- 26.51% |
$413K - $447K
|
37.8K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-13.8K- 37.2% |
$419K - $454K
|
23.3K
$797K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.4K- 12.18% |
$437K - $473K
|
104K
$3.56M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-14.7K- 32.56% |
$446K - $483K
|
30.5K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-15.4K- 41.77% |
$465K - $504K
|
21.4K
$732K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.5K- 2.24% |
$499K - $540K
|
719K
$24.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-18.7K- 68.74% |
$567K - $614K
|
8.5K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-19K- 51.76% |
$577K - $625K
|
17.7K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.3K- 15.61% |
$584K - $632K
|
104K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.3K- 7.9% |
$586K - $634K
|
225K
$7.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-19.8K- 66.36% |
$600K - $650K
|
10K
$343K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-28.9K- 18.82% |
$876K - $948K
|
125K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32.2K- 32.04% |
$977K - $1.06M
|
68.4K
$2.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33.9K- 18.69% |
$1.03M - $1.11M
|
147K
$5.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-38.5K- 25.37% |
$1.17M - $1.26M
|
113K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42.4K- 30.11% |
$1.29M - $1.39M
|
98.5K
$3.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-45.2K- 49.8% |
$1.37M - $1.48M
|
45.5K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-49K- 0.85% |
$1.48M - $1.61M
|
5.72M
$195M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49.2K- 15.87% |
$1.49M - $1.61M
|
261K
$8.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-77.4K- 68.5% |
$2.34M - $2.54M
|
35.6K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-99.8K- 3.15% |
$3.02M - $3.27M
|
3.06M
$105M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-102K- 7.59% |
$3.08M - $3.33M
|
1.24M
$42.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-105K- 13.92% |
$3.19M - $3.45M
|
651K
$22.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-109K- 5.58% |
$3.29M - $3.57M
|
1.84M
$62.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 8.5% |
$3.82M - $4.13M
|
1.36M
$46.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-129K- 23.52% |
$3.91M - $4.24M
|
420K
$14.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149K- 18.37% |
$4.5M - $4.88M
|
661K
$22.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-261K- 30.4% |
$7.92M - $8.58M
|
599K
$20.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-318K- 13.27% |
$9.64M - $10.4M
|
2.08M
$71M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-812K- 98.25% |
$24.6M - $26.7M
|
14.4K
$494K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-841K- 16.21% |
$25.5M - $27.6M
|
4.35M
$148M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-841K- 16.21% |
$25.5M - $27.6M
|
4.35M
$148M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-941K- 10.57% |
$28.5M - $30.9M
|
7.96M
$272M
|