Purchases and Sales Made in Q3 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.78K+ 42.82% |
$295K - $329K
|
32.6K
$1.11M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.66KNew |
$291K - $325K
|
9.66K
$329K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.55K+ 16.39% |
$288K - $321K
|
67.8K
$2.31M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.54K+ 10.93% |
$288K - $321K
|
96.8K
$3.3M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
9.41K+ 24.85% |
$284K - $316K
|
47.3K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.68K+ 15.88% |
$262K - $292K
|
63.3K
$2.16M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.22K+ 7.43% |
$248K - $276K
|
119K
$4.05M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
8.11K+ 5.25% |
$245K - $273K
|
163K
$5.54M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.84K+ 1.04% |
$237K - $264K
|
764K
$26.1M
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
7.67KNew |
$231K - $258K
|
7.67K
$261K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.52KNew |
$227K - $253K
|
7.52K
$256K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.47KNew |
$225K - $251K
|
7.47K
$255K
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.38KNew |
$223K - $248K
|
7.38K
$251K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.31K+ 21.67% |
$221K - $246K
|
41K
$1.4M
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.97KNew |
$210K - $234K
|
6.97K
$238K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.95K+ 5.88% |
$210K - $233K
|
125K
$4.26M
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.75K+ 8.56% |
$204K - $227K
|
85.6K
$2.92M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.66K+ 37.53% |
$201K - $224K
|
24.4K
$832K
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.1K+ 8.73% |
$184K - $205K
|
76K
$2.59M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6.03KNew |
$182K - $203K
|
6.03K
$205K
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.57K+ 57.48% |
$168K - $187K
|
15.2K
$520K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.18K+ 8.26% |
$156K - $174K
|
67.9K
$2.32M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.72K+ 1.25% |
$142K - $159K
|
382K
$13M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.49K+ 42.36% |
$135K - $151K
|
15.1K
$514K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.4K+ 43.86% |
$133K - $148K
|
14.4K
$492K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.26KNew |
$128K - $143K
|
4.26K
$145K
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
4.13K+ 1.98% |
$125K - $139K
|
213K
$7.25M
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.45K+ 15.37% |
$104K - $116K
|
25.9K
$883K
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.95K+ 23.68% |
$88.9K - $99K
|
15.4K
$525K
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.86K+ 8.03% |
$86.1K - $96K
|
38.4K
$1.31M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.8K+ 184.85% |
$84.3K - $94K
|
4.31K
$147K
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.75K+ 34.8% |
$83K - $92.5K
|
10.7K
$363K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.72K+ 11.8% |
$82.1K - $91.5K
|
25.8K
$879K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.72K+ 19.35% |
$81.9K - $91.3K
|
16.7K
$571K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.66K+ 9.42% |
$80.3K - $89.4K
|
30.9K
$1.05M
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.62K+ 24.66% |
$78.9K - $87.9K
|
13.2K
$451K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.58K+ 152.84% |
$77.8K - $86.7K
|
4.27K
$145K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 0.62% |
$76.5K - $85.2K
|
410K
$14M
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.53K+ 22.35% |
$76.2K - $85K
|
13.8K
$471K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
2.43K+ 9.79% |
$73.4K - $81.8K
|
27.3K
$931K
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.35K+ 1.8% |
$70.9K - $79K
|
133K
$4.53M
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.08K+ 6.29% |
$62.6K - $69.8K
|
35.1K
$1.2M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.06K+ 1.39% |
$62K - $69.1K
|
150K
$5.1M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 6.28% |
$60.6K - $67.6K
|
34K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.99K+ 4.78% |
$60K - $66.9K
|
43.6K
$1.49M
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.94K+ 4.27% |
$58.6K - $65.3K
|
47.4K
$1.62M
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.93K+ 7.92% |
$58.2K - $64.9K
|
26.3K
$896K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.91K+ 13.58% |
$57.7K - $64.3K
|
16K
$545K
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.9K+ 3.92% |
$57.2K - $63.8K
|
50.3K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.89K+ 2.75% |
$57K - $63.5K
|
70.6K
$2.41M
|