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 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 14.29% |
$60.3 - $67.2
|
16
$555
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.02% |
$60.3 - $67.2
|
8.63K
$299K
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2+ 0.25% |
$60.3 - $67.2
|
808
$28K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.04% |
$30.2 - $33.6
|
2.4K
$83.3K
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.52% |
$30.2 - $33.6
|
67
$2.32K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1- 0.02% |
$30.2 - $33.6
|
4.83K
$167K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-11- 0.11% |
$332 - $370
|
9.88K
$342K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-16- 0.61% |
$483 - $538
|
2.6K
$89.9K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-16- 0.84% |
$483 - $538
|
1.9K
$65.8K
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-20- 0.27% |
$603 - $672
|
7.5K
$260K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-30- 96.77% |
$905 - $1.01K
|
1
$34.7
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-35- 50.0% |
$1.06K - $1.18K
|
35
$1.21K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-35- 0.46% |
$1.06K - $1.18K
|
7.59K
$263K
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-45- 8.72% |
$1.36K - $1.51K
|
471
$16.3K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-53- 2.77% |
$1.6K - $1.78K
|
1.86K
$64.4K
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-54- 0.19% |
$1.63K - $1.82K
|
29.1K
$1.01M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-58- 0.17% |
$1.75K - $1.95K
|
33.5K
$1.16M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-68- 0.54% |
$2.05K - $2.29K
|
12.5K
$435K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-72- 2.06% |
$2.17K - $2.42K
|
3.43K
$119K
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.85% |
$2.62K - $2.92K
|
10.2K
$354K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-90- 92.78% |
$2.72K - $3.03K
|
7
$243
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-94- 1.01% |
$2.84K - $3.16K
|
9.24K
$320K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-100- 0.68% |
$3.02K - $3.36K
|
14.7K
$509K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-125- 0.75% |
$3.77K - $4.2K
|
16.5K
$572K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-127- 0.37% |
$3.83K - $4.27K
|
34.4K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-143- 0.78% |
$4.31K - $4.81K
|
18.2K
$631K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-172- 4.11% |
$5.19K - $5.78K
|
4.02K
$139K
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-183- 2.65% |
$5.52K - $6.15K
|
6.71K
$233K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-190- 8.72% |
$5.73K - $6.39K
|
1.99K
$68.9K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-196- 0.37% |
$5.91K - $6.59K
|
52.1K
$1.81M
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-244- 23.46% |
$7.36K - $8.2K
|
796
$27.6K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-244- 1.07% |
$7.36K - $8.2K
|
22.5K
$781K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250- 4.34% |
$7.54K - $8.41K
|
5.52K
$191K
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-260- 3.06% |
$7.84K - $8.74K
|
8.23K
$285K
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-286- 1.74% |
$8.63K - $9.62K
|
16.1K
$558K
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-289- 0.17% |
$8.72K - $9.72K
|
167K
$5.78M
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-289- 85.25% |
$8.72K - $9.72K
|
50
$1.73K
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-293- 3.61% |
$8.84K - $9.85K
|
7.82K
$271K
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-300- 1.75% |
$9.05K - $10.1K
|
16.8K
$583K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-300- 56.82% |
$9.05K - $10.1K
|
228
$7.9K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-306- 30.03% |
$9.23K - $10.3K
|
713
$24.7K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-339- 26.18% |
$10.2K - $11.4K
|
956
$33.1K
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-339- 1.18% |
$10.2K - $11.4K
|
28.4K
$986K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-340- 0.25% |
$10.3K - $11.4K
|
138K
$4.79M
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-347- 2.7% |
$10.5K - $11.7K
|
12.5K
$433K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-363- 0.23% |
$11K - $12.2K
|
157K
$5.44M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-363- 0.76% |
$11K - $12.2K
|
47.4K
$1.64M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-378- 3.22% |
$11.4K - $12.7K
|
11.4K
$394K
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-411- 0.15% |
$12.4K - $13.8K
|
276K
$9.56M
|