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 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5+ 1.0% |
$154 - $196
|
507
$21.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3+ 0.4% |
$92.6 - $118
|
756
$32.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.03% |
$61.7 - $78.3
|
6.66K
$283K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2+ 0.02% |
$61.7 - $78.3
|
12.1K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 0.06% |
$61.7 - $78.3
|
3.29K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1+ 0.17% |
$30.9 - $39.2
|
577
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$30.9 - $39.2
|
18.8K
$797K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3- 0.05% |
$92.6 - $118
|
6.15K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 5.95% |
$154 - $196
|
79
$3.35K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.09% |
$556 - $705
|
20.3K
$860K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 2.27% |
$556 - $705
|
775
$32.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-19- 0.3% |
$587 - $744
|
6.22K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-20- 0.06% |
$617 - $783
|
34.2K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-21- 0.32% |
$648 - $823
|
6.56K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-24- 15.38% |
$741 - $940
|
132
$5.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-30- 4.96% |
$926 - $1.18K
|
575
$24.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-39- 9.09% |
$1.2K - $1.53K
|
390
$16.6K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-45- 2.34% |
$1.39K - $1.76K
|
1.88K
$79.9K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-48- 2.52% |
$1.48K - $1.88K
|
1.86K
$78.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-49- 1.02% |
$1.51K - $1.92K
|
4.75K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-55- 0.82% |
$1.7K - $2.15K
|
6.67K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-55- 5.81% |
$1.7K - $2.15K
|
892
$37.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-65- 0.57% |
$2.01K - $2.55K
|
11.4K
$482K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-67- 19.03% |
$2.07K - $2.62K
|
285
$12.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 5.43% |
$2.35K - $2.98K
|
1.32K
$56.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-77- 0.97% |
$2.38K - $3.02K
|
7.89K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-77- 0.58% |
$2.38K - $3.02K
|
13.2K
$561K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-83- 0.53% |
$2.56K - $3.25K
|
15.7K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-89- 1.52% |
$2.75K - $3.49K
|
5.77K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-89- 1.49% |
$2.75K - $3.49K
|
5.88K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-90- 2.51% |
$2.78K - $3.53K
|
3.49K
$148K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-90- 0.5% |
$2.78K - $3.53K
|
18K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-91- 0.01% |
$2.81K - $3.56K
|
905K
$38.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-96- 0.04% |
$2.96K - $3.76K
|
230K
$9.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-114- 1.77% |
$3.52K - $4.47K
|
6.33K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-122- 21.48% |
$3.77K - $4.78K
|
446
$18.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 1.86% |
$3.8K - $4.82K
|
6.5K
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-125- 1.06% |
$3.86K - $4.9K
|
11.7K
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-127- 0.14% |
$3.92K - $4.97K
|
91.9K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-130- 9.05% |
$4.01K - $5.09K
|
1.31K
$55.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-132- 1.81% |
$4.07K - $5.17K
|
7.14K
$303K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-144- 1.24% |
$4.45K - $5.64K
|
11.4K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-149- 1.01% |
$4.6K - $5.84K
|
14.6K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-156- 13.45% |
$4.82K - $6.11K
|
1K
$42.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-160- 17.04% |
$4.94K - $6.27K
|
779
$33.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-172- 1.1% |
$5.31K - $6.74K
|
15.4K
$655K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-177- 0.51% |
$5.46K - $6.93K
|
34.8K
$1.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-186- 1.15% |
$5.74K - $7.29K
|
16.1K
$681K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-202- 1.1% |
$6.24K - $7.91K
|
18.2K
$774K
|