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 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-986- 4.89% |
$30.4K - $38.6K
|
19.2K
$814K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.06K- 3.96% |
$32.8K - $41.6K
|
25.8K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.06K- 3.52% |
$32.8K - $41.7K
|
29.1K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 14.48% |
$33K - $41.9K
|
6.32K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 31.27% |
$33.7K - $42.7K
|
2.4K
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.11K- 15.22% |
$34.1K - $43.3K
|
6.16K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 16.35% |
$34.5K - $43.8K
|
5.72K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.12K- 1.95% |
$34.6K - $43.9K
|
56.3K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.15K- 1.83% |
$35.4K - $44.9K
|
61.4K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 8.81% |
$36.6K - $46.4K
|
12.3K
$521K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.2K- 12.48% |
$37K - $46.9K
|
8.39K
$356K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.2K- 3.71% |
$37K - $47K
|
31.1K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 6.66% |
$37K - $47K
|
16.8K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.22K- 3.53% |
$37.7K - $47.9K
|
33.4K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.25K- 18.5% |
$38.5K - $48.8K
|
5.5K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.27K- 7.0% |
$39.3K - $49.9K
|
16.9K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.34K- 4.71% |
$41.5K - $52.6K
|
27.2K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.38K- 16.54% |
$42.4K - $53.9K
|
6.94K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.4K- 13.34% |
$43.2K - $54.8K
|
9.1K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.48K- 1.38% |
$45.6K - $57.9K
|
106K
$4.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.49K- 7.44% |
$46.1K - $58.5K
|
18.6K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 6.01% |
$47.8K - $60.7K
|
24.2K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 16.55% |
$47.9K - $60.8K
|
7.83K
$332K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 10.79% |
$50.1K - $63.5K
|
13.4K
$569K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.66K- 6.78% |
$51.4K - $65.2K
|
22.9K
$971K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.72K- 7.52% |
$53K - $67.3K
|
21.1K
$896K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.73K- 2.54% |
$53.4K - $67.7K
|
66.3K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.75K- 16.15% |
$53.9K - $68.4K
|
9.06K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.77K- 5.13% |
$54.5K - $69.1K
|
32.7K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.79K- 4.18% |
$55.3K - $70.2K
|
41.1K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.93K- 12.16% |
$59.5K - $75.6K
|
13.9K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.94K- 1.11% |
$59.9K - $76K
|
173K
$7.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.95K- 11.67% |
$60.1K - $76.3K
|
14.7K
$625K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.95K- 7.62% |
$60.2K - $76.3K
|
23.6K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.17K- 2.38% |
$66.9K - $84.8K
|
88.7K
$3.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.18K- 2.48% |
$67.4K - $85.5K
|
85.8K
$3.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.22K- 20.33% |
$68.5K - $86.9K
|
8.69K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.24K- 21.76% |
$69.1K - $87.6K
|
8.04K
$341K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-2.24K- 15.92% |
$69.3K - $87.9K
|
11.9K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.27K- 8.63% |
$70K - $88.8K
|
24K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.38K- 2.11% |
$73.3K - $93.1K
|
110K
$4.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.7K- 11.96% |
$83.3K - $106K
|
19.9K
$844K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.78K- 0.78% |
$85.9K - $109K
|
352K
$14.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.89K- 43.9% |
$89.2K - $113K
|
3.69K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.95K- 35.71% |
$91.2K - $116K
|
5.32K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.98K- 50.17% |
$91.8K - $117K
|
2.96K
$125K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.1K- 6.87% |
$95.5K - $121K
|
41.9K
$1.78M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.17K- 4.57% |
$97.9K - $124K
|
66.1K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.29K- 59.63% |
$102K - $129K
|
2.23K
$94.6K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.37K- 6.79% |
$104K - $132K
|
46.3K
$1.96M
|