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 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-214- 3.16% |
$6.61K - $8.38K
|
6.56K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-217- 1.34% |
$6.7K - $8.5K
|
16K
$678K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-220- 13.37% |
$6.79K - $8.62K
|
1.43K
$60.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-228- 1.56% |
$7.04K - $8.93K
|
14.4K
$612K
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-242- 1.2% |
$7.47K - $9.48K
|
19.9K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-245- 3.23% |
$7.56K - $9.6K
|
7.35K
$312K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-264- 9.58% |
$8.15K - $10.3K
|
2.49K
$106K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-272- 1.5% |
$8.4K - $10.7K
|
17.9K
$760K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-275- 1.68% |
$8.49K - $10.8K
|
16.1K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-307- 0.39% |
$9.48K - $12K
|
78.4K
$3.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-309- 24.2% |
$9.54K - $12.1K
|
968
$41.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-324- 15.41% |
$10K - $12.7K
|
1.78K
$75.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-325- 89.53% |
$10K - $12.7K
|
38
$1.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-330- 2.64% |
$10.2K - $12.9K
|
12.2K
$516K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-340- 3.15% |
$10.5K - $13.3K
|
10.5K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-349- 1.54% |
$10.8K - $13.7K
|
22.4K
$949K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-349- 5.64% |
$10.8K - $13.7K
|
5.84K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-350- 5.96% |
$10.8K - $13.7K
|
5.52K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-360- 35.89% |
$11.1K - $14.1K
|
643
$27.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-373- 2.53% |
$11.5K - $14.6K
|
14.4K
$610K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-376- 1.2% |
$11.6K - $14.7K
|
31K
$1.31M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-405- 5.25% |
$12.5K - $15.9K
|
7.31K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-405- 2.71% |
$12.5K - $15.9K
|
14.5K
$617K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-406- 4.73% |
$12.5K - $15.9K
|
8.19K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-410- 0.88% |
$12.7K - $16.1K
|
46.3K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-441- 3.72% |
$13.6K - $17.3K
|
11.4K
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-441- 5.08% |
$13.6K - $17.3K
|
8.24K
$350K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-453- 34.06% |
$14K - $17.7K
|
877
$37.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-483- 2.34% |
$14.9K - $18.9K
|
20.1K
$854K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-486- 3.29% |
$15K - $19K
|
14.3K
$607K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-490- 6.54% |
$15.1K - $19.2K
|
7K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-520- 4.0% |
$16.1K - $20.4K
|
12.5K
$530K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-522- 1.99% |
$16.1K - $20.4K
|
25.8K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-525- 4.68% |
$16.2K - $20.6K
|
10.7K
$454K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-563- 3.42% |
$17.4K - $22.1K
|
15.9K
$674K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-578- 30.37% |
$17.8K - $22.6K
|
1.33K
$56.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-617- 8.31% |
$19K - $24.2K
|
6.81K
$289K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-669- 2.15% |
$20.7K - $26.2K
|
30.5K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-673- 4.52% |
$20.8K - $26.4K
|
14.2K
$604K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-682- 6.85% |
$21.1K - $26.7K
|
9.28K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-698- 5.59% |
$21.5K - $27.3K
|
11.8K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-700- 1.89% |
$21.6K - $27.4K
|
36.4K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-784- 0.1% |
$24.2K - $30.7K
|
782K
$33.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-789- 0.24% |
$24.4K - $30.9K
|
331K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-799- 5.16% |
$24.7K - $31.3K
|
14.7K
$623K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-832- 11.07% |
$25.7K - $32.6K
|
6.68K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-839- 2.2% |
$25.9K - $32.9K
|
37.3K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-865- 11.48% |
$26.7K - $33.9K
|
6.67K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-894- 9.39% |
$27.6K - $35K
|
8.63K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-905- 2.82% |
$27.9K - $35.4K
|
31.2K
$1.32M
|