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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
132+ 0.32% |
$4.07K - $5.17K
|
41.5K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
132+ 0.88% |
$4.07K - $5.17K
|
15K
$639K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
127+ 1.03% |
$3.92K - $4.97K
|
12.5K
$531K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
124+ 5.88% |
$3.83K - $4.86K
|
2.23K
$94.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
116+ 0.31% |
$3.58K - $4.54K
|
37.9K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
106New |
$3.27K - $4.15K
|
106
$4.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
105+ 5.69% |
$3.24K - $4.11K
|
1.95K
$82.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
105+ 420.0% |
$3.24K - $4.11K
|
130
$5.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
102+ 0.18% |
$3.15K - $4K
|
55.4K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
102+ 0.24% |
$3.15K - $4K
|
43.3K
$1.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
98+ 1.2% |
$3.03K - $3.84K
|
8.28K
$351K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90New |
$2.78K - $3.53K
|
90
$3.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
81+ 1.43% |
$2.5K - $3.17K
|
5.76K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
78+ 4.29% |
$2.41K - $3.06K
|
1.9K
$80.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
75+ 0.94% |
$2.32K - $2.94K
|
8.09K
$344K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
73+ 0.89% |
$2.25K - $2.86K
|
8.29K
$352K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
70New |
$2.16K - $2.74K
|
70
$2.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
66+ 1.1% |
$2.04K - $2.59K
|
6.06K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
61+ 0.83% |
$1.88K - $2.39K
|
7.42K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
61+ 1.58% |
$1.88K - $2.39K
|
3.91K
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
61+ 0.7% |
$1.88K - $2.39K
|
8.81K
$374K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
59+ 1.0% |
$1.82K - $2.31K
|
5.98K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
58+ 3.45% |
$1.79K - $2.27K
|
1.74K
$73.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
53+ 0.63% |
$1.64K - $2.08K
|
8.47K
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 130.77% |
$1.57K - $2K
|
90
$3.82K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 0.62% |
$1.45K - $1.84K
|
7.65K
$325K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
41+ 0.37% |
$1.27K - $1.61K
|
11.2K
$475K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 0.41% |
$1.05K - $1.33K
|
8.37K
$355K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
32+ 0.5% |
$988 - $1.25K
|
6.43K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30+ 0.36% |
$926 - $1.18K
|
8.38K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
29+ 0.21% |
$895 - $1.14K
|
13.9K
$590K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 0.29% |
$833 - $1.06K
|
9.5K
$403K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
25New |
$772 - $979
|
25
$1.06K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
22+ 0.03% |
$679 - $862
|
75K
$3.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
21+ 0.18% |
$648 - $823
|
11.8K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
19+ 0.15% |
$587 - $744
|
12.4K
$528K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19+ 7.95% |
$587 - $744
|
258
$10.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
18+ 0.02% |
$556 - $705
|
82.3K
$3.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
18+ 0.12% |
$556 - $705
|
15.2K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16+ 1.28% |
$494 - $627
|
1.27K
$53.9K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$463 - $588
|
15
$637
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
14+ 0.14% |
$432 - $548
|
9.7K
$412K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14+ 0.2% |
$432 - $548
|
6.95K
$295K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
12+ 0.97% |
$370 - $470
|
1.24K
$52.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12New |
$370 - $470
|
12
$509
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11New |
$340 - $431
|
11
$467
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 5.09% |
$340 - $431
|
227
$9.63K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.92% |
$216 - $274
|
764
$32.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7+ 6.48% |
$216 - $274
|
115
$4.88K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6+ 0.09% |
$185 - $235
|
6.43K
$273K
|