Purchases and Sales Made in Q2 2025 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q2 2025. 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 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.2K+ 7.46% |
$253K - $321K
|
118K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.03K+ 24.77% |
$248K - $314K
|
40.4K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.77K+ 2.69% |
$240K - $304K
|
296K
$12.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.56K+ 3.03% |
$233K - $296K
|
257K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.35K+ 10.57% |
$227K - $288K
|
76.8K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.3KNew |
$225K - $286K
|
7.3K
$310K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.3KNew |
$225K - $286K
|
7.3K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.15K+ 30.05% |
$221K - $280K
|
30.9K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.95K+ 18.61% |
$214K - $272K
|
44.3K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.8KNew |
$210K - $266K
|
6.8K
$289K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
6.5K+ 76.51% |
$201K - $255K
|
15K
$636K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.48KNew |
$200K - $254K
|
6.48K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6.44KNew |
$199K - $252K
|
6.44K
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.3KNew |
$194K - $247K
|
6.3K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
6.24K+ 49.15% |
$193K - $245K
|
18.9K
$804K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.22KNew |
$192K - $244K
|
6.22K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.16KNew |
$190K - $241K
|
6.16K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.09K+ 20.0% |
$188K - $239K
|
36.5K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6.05KNew |
$187K - $237K
|
6.05K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.01K+ 7.45% |
$185K - $235K
|
86.7K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.99K+ 45.03% |
$185K - $235K
|
19.3K
$819K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
5.99K+ 27.96% |
$185K - $235K
|
27.4K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.96KNew |
$184K - $233K
|
5.96K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.86K+ 55.46% |
$181K - $230K
|
16.4K
$697K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
5.76K+ 3.81% |
$178K - $226K
|
157K
$6.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.75KNew |
$177K - $225K
|
5.75K
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.71K+ 35.58% |
$176K - $224K
|
21.7K
$923K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.7KNew |
$176K - $223K
|
5.7K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.69KNew |
$175K - $223K
|
5.69K
$241K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.68K+ 12.48% |
$175K - $222K
|
51.2K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.59KNew |
$173K - $219K
|
5.59K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.53KNew |
$171K - $217K
|
5.53K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.42KNew |
$167K - $212K
|
5.42K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.31KNew |
$164K - $208K
|
5.31K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
5.28KNew |
$163K - $207K
|
5.28K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.27KNew |
$163K - $207K
|
5.27K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
5.22KNew |
$161K - $204K
|
5.22K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5.18KNew |
$160K - $203K
|
5.18K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.14KNew |
$159K - $201K
|
5.14K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.13KNew |
$158K - $201K
|
5.13K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.13KNew |
$158K - $201K
|
5.13K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.13KNew |
$158K - $201K
|
5.13K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.13KNew |
$158K - $201K
|
5.13K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.12KNew |
$158K - $201K
|
5.12K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.04K+ 39.79% |
$155K - $197K
|
17.7K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.92K+ 13.62% |
$152K - $193K
|
41.1K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
4.54K+ 8.97% |
$140K - $178K
|
55.1K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.3K+ 15.32% |
$133K - $168K
|
32.4K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.3K+ 3.46% |
$133K - $168K
|
128K
$5.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
4.27K+ 1.03% |
$132K - $167K
|
418K
$17.8M
|