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 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
883+ 1038.82% |
$27.3K - $34.6K
|
968
$41.1K
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
872+ 3.14% |
$26.9K - $34.2K
|
28.7K
$1.22M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
845+ 6.76% |
$26.1K - $33.1K
|
13.3K
$566K
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
785+ 1.65% |
$24.2K - $30.7K
|
48.3K
$2.05M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
755+ 2.96% |
$23.3K - $29.6K
|
26.2K
$1.11M
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
733+ 4.94% |
$22.6K - $28.7K
|
15.6K
$661K
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
730+ 4.57% |
$22.5K - $28.6K
|
16.7K
$710K
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
711+ 5.06% |
$21.9K - $27.8K
|
14.8K
$627K
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
708+ 6.53% |
$21.9K - $27.7K
|
11.5K
$490K
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
675+ 6.52% |
$20.8K - $26.4K
|
11K
$468K
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
624+ 0.89% |
$19.3K - $24.4K
|
70.6K
$3M
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
617+ 4.86% |
$19K - $24.2K
|
13.3K
$565K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
614+ 3.41% |
$19K - $24.1K
|
18.6K
$791K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
608+ 3.88% |
$18.8K - $23.8K
|
16.3K
$691K
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
549+ 1.62% |
$16.9K - $21.5K
|
34.4K
$1.46M
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
541+ 3.99% |
$16.7K - $21.2K
|
14.1K
$599K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
534+ 65.36% |
$16.5K - $20.9K
|
1.35K
$57.3K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
525New |
$16.2K - $20.6K
|
525
$22.3K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
518New |
$16K - $20.3K
|
518
$22K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
497+ 5.23% |
$15.3K - $19.5K
|
10K
$424K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
435New |
$13.4K - $17K
|
435
$18.5K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
433+ 1.72% |
$13.4K - $17K
|
25.6K
$1.09M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
431+ 3.1% |
$13.3K - $16.9K
|
14.3K
$609K
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
429+ 0.37% |
$13.2K - $16.8K
|
115K
$4.89M
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
428New |
$13.2K - $16.8K
|
428
$18.2K
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
403+ 4.96% |
$12.4K - $15.8K
|
8.53K
$362K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
385+ 1.91% |
$11.9K - $15.1K
|
20.5K
$870K
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
365+ 2.83% |
$11.3K - $14.3K
|
13.3K
$563K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
358+ 1.37% |
$11.1K - $14K
|
26.5K
$1.12M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
337+ 2.49% |
$10.4K - $13.2K
|
13.9K
$588K
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
323New |
$9.97K - $12.7K
|
323
$13.7K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
315+ 2.86% |
$9.72K - $12.3K
|
11.3K
$482K
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
311+ 2.33% |
$9.6K - $12.2K
|
13.7K
$579K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
303+ 0.52% |
$9.35K - $11.9K
|
58.3K
$2.47M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
289+ 0.95% |
$8.92K - $11.3K
|
30.7K
$1.3M
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
269+ 3.5% |
$8.3K - $10.5K
|
7.95K
$337K
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
267New |
$8.24K - $10.5K
|
267
$11.3K
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
252+ 0.48% |
$7.78K - $9.87K
|
52.6K
$2.23M
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
237+ 0.24% |
$7.32K - $9.28K
|
99.1K
$4.2M
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
222+ 3.11% |
$6.85K - $8.7K
|
7.37K
$313K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
214New |
$6.61K - $8.38K
|
214
$9.08K
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
210+ 0.95% |
$6.48K - $8.23K
|
22.3K
$946K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
200+ 7.67% |
$6.17K - $7.83K
|
2.81K
$119K
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
180+ 2.07% |
$5.56K - $7.05K
|
8.89K
$377K
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
173+ 9.22% |
$5.34K - $6.78K
|
2.05K
$87K
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
173+ 0.44% |
$5.34K - $6.78K
|
39.5K
$1.67M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
170+ 0.56% |
$5.25K - $6.66K
|
30.3K
$1.29M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
163New |
$5.03K - $6.38K
|
163
$6.92K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
158+ 1.55% |
$4.88K - $6.19K
|
10.3K
$438K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
156+ 4.49% |
$4.82K - $6.11K
|
3.63K
$154K
|