Purchases and Sales Made in Q3 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)

ESGE Quotes by TradingView

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 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.89K
+ 2.75%
$57K - $63.5K
70.6K $2.45M
Nov 03, 2023 Q3 2023
Fortis Capital Management LLC

BUY
 -
1.86K
+ 18.78%
$56.1K - $62.5K
11.8K $408K
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
1.82K
+ 16.51%
$54.9K - $61.2K
12.8K $445K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.73K
+ 9.47%
$52.1K - $58.1K
20K $692K
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
1.72K
+ 7.69%
$52K - $57.9K
24.1K $837K
Nov 08, 2023 Q3 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
1.7K
+ 23.05%
$51.2K - $57.1K
9.07K $314K
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
1.68K
+ 10.46%
$50.7K - $56.5K
17.8K $616K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.66K
+ 3.64%
$50.1K - $55.8K
47.3K $1.64M
Nov 08, 2023 Q3 2023
Morling Financial Advisors, LLC

BUY
 -
1.66K
+ 5.11%
$50.1K - $55.8K
34.1K $1.18M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.62K
+ 1.93%
$49K - $54.6K
85.7K $2.97M
Nov 09, 2023 Q3 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
1.46K
+ 9.29%
$44.1K - $49.2K
17.2K $596K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.41K
+ 8.8%
$42.5K - $47.3K
17.4K $604K
Nov 13, 2023 Q3 2023
Rice Partnership, LLC

BUY
 -
1.35K
New
$40.9K - $45.5K
1.35K $46.9K
Oct 27, 2023 Q3 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
1.23K
+ 3.25%
$37.1K - $41.3K
39K $1.35M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
1.22K
+ 1.88%
$36.8K - $41.1K
66.3K $2.3M
Nov 03, 2023 Q3 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
1.19K
+ 8.88%
$35.8K - $39.9K
14.6K $505K
Nov 03, 2023 Q3 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
1.11K
+ 1.18%
$33.5K - $37.3K
95.2K $3.3M
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
1.05K
New
$31.6K - $35.2K
1.05K $36.3K
Oct 19, 2023 Q3 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
1.05K
+ 1.9%
$31.5K - $35.1K
56K $1.94M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
1.03K
+ 2.14%
$31.1K - $34.6K
49.2K $1.71M
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
1.02K
+ 4.02%
$30.7K - $34.2K
26.3K $912K
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
982
+ 2.74%
$29.6K - $33K
36.8K $1.28M
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
970
+ 15.82%
$29.3K - $32.6K
7.1K $246K
Oct 20, 2023 Q3 2023
Tnf LLC

BUY
 -
949
+ 3.24%
$28.6K - $31.9K
30.2K $1.05M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
947
+ 3.52%
$28.6K - $31.8K
27.9K $965K
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
943
+ 11.56%
$28.5K - $31.7K
9.1K $315K
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
926
+ 3.89%
$27.9K - $31.1K
24.7K $857K
Nov 13, 2023 Q3 2023
Hsbc Holdings PLC

London, X0
BUY
 -
875
+ 0.97%
$26.4K - $29.4K
90.8K $3.15M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
873
+ 10.27%
$26.3K - $29.4K
9.38K $325K
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
840
+ 4.96%
$25.3K - $28.2K
17.8K $616K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
838
New
$25.3K - $28.2K
838 $29K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
711
+ 10.55%
$21.5K - $23.9K
7.45K $258K
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
683
+ 6.83%
$20.6K - $23K
10.7K $370K
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

BUY
 -
646
+ 2.64%
$19.5K - $21.7K
25.1K $869K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
645
+ 9.13%
$19.5K - $21.7K
7.71K $267K
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
576
+ 5.79%
$17.4K - $19.4K
10.5K $365K
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
546
+ 2.71%
$16.5K - $18.4K
20.7K $718K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
543
+ 3.4%
$16.4K - $18.3K
16.5K $572K
Nov 02, 2023 Q3 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
499
+ 3.67%
$15.1K - $16.8K
14.1K $489K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
491
+ 2.68%
$14.8K - $16.5K
18.8K $651K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
482
+ 1.21%
$14.5K - $16.2K
40.4K $1.4M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
476
+ 2.63%
$14.4K - $16K
18.6K $643K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
472
+ 2.64%
$14.2K - $15.9K
18.3K $636K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
463
+ 113.48%
$14K - $15.6K
871 $30.2K
Nov 14, 2023 Q3 2023
Brandywine Oak Private Wealth LLC

BUY
 -
463
+ 3.4%
$14K - $15.6K
14.1K $488K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
406
+ 1.33%
$12.2K - $13.6K
31K $1.08M
Nov 03, 2023 Q3 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
400
+ 3.95%
$12.1K - $13.4K
10.5K $365K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
370
+ 1.65%
$11.2K - $12.4K
22.9K $792K
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
340
+ 4.82%
$10.3K - $11.4K
7.39K $256K

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