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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-475- 3.13% |
$14.3K - $16K
|
14.7K
$501K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-495- 3.04% |
$14.9K - $16.6K
|
15.8K
$538K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 33.33% |
$15.1K - $16.8K
|
1K
$34.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-501- 3.9% |
$15.1K - $16.8K
|
12.3K
$421K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-503- 8.61% |
$15.2K - $16.9K
|
5.34K
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-522- 3.81% |
$15.7K - $17.5K
|
13.2K
$450K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-534- 6.35% |
$16.1K - $18K
|
7.87K
$268K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-539- 5.36% |
$16.3K - $18.1K
|
9.51K
$324K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-554- 92.95% |
$16.7K - $18.6K
|
42
$1.43K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-560- 3.98% |
$16.9K - $18.8K
|
13.5K
$460K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-582- 96.84% |
$17.6K - $19.6K
|
19
$648
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-590- 10.89% |
$17.8K - $19.8K
|
4.83K
$165K
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
SELL
|
- |
-605- 7.6% |
$18.3K - $20.3K
|
7.36K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-605- 20.41% |
$18.3K - $20.3K
|
2.36K
$80.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-620- 3.99% |
$18.7K - $20.8K
|
14.9K
$509K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-636- 5.79% |
$19.2K - $21.4K
|
10.3K
$353K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-650- 0.77% |
$19.6K - $21.9K
|
84.1K
$2.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-655- 7.69% |
$19.8K - $22K
|
7.87K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-690- 3.43% |
$20.8K - $23.2K
|
19.4K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-702- 5.5% |
$21.2K - $23.6K
|
12.1K
$411K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-703- 8.62% |
$21.2K - $23.6K
|
7.45K
$254K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-724- 4.4% |
$21.8K - $24.3K
|
15.7K
$536K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-738- 4.66% |
$22.3K - $24.8K
|
15.1K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-752- 1.95% |
$22.7K - $25.3K
|
37.8K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-754- 7.58% |
$22.7K - $25.3K
|
9.19K
$313K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-809- 1.35% |
$24.4K - $27.2K
|
59.2K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-838- 10.48% |
$25.3K - $28.2K
|
7.16K
$244K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-855- 5.48% |
$25.8K - $28.7K
|
14.7K
$503K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-892- 46.87% |
$26.9K - $30K
|
1.01K
$34.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-937- 0.06% |
$28.3K - $31.5K
|
1.54M
$52.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-944- 1.7% |
$28.5K - $31.7K
|
54.6K
$1.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-964- 7.45% |
$29.1K - $32.4K
|
12K
$408K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-970- 8.91% |
$29.3K - $32.6K
|
9.91K
$338K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.02K- 4.78% |
$30.9K - $34.4K
|
20.4K
$695K
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.04K- 2.89% |
$31.3K - $34.9K
|
34.9K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.04K- 4.59% |
$31.3K - $34.9K
|
21.6K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.05K- 11.47% |
$31.7K - $35.4K
|
8.12K
$277K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.13K- 4.34% |
$34.2K - $38.1K
|
25K
$851K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.15K- 21.78% |
$34.6K - $38.6K
|
4.12K
$140K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.17K- 3.11% |
$35.2K - $39.3K
|
36.4K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 4.85% |
$36.4K - $40.5K
|
23.6K
$806K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.22K- 2.31% |
$36.8K - $41.1K
|
51.5K
$1.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.22K- 98.0% |
$36.9K - $41.1K
|
25
$852
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.26K- 7.05% |
$37.9K - $42.3K
|
16.6K
$565K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 11.74% |
$37.9K - $42.3K
|
9.45K
$322K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.27K- 0.18% |
$38.3K - $42.7K
|
718K
$24.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.29K- 7.34% |
$38.8K - $43.2K
|
16.2K
$553K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.32K- 6.23% |
$39.8K - $44.3K
|
19.8K
$676K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.33K- 3.85% |
$40K - $44.6K
|
33.1K
$1.13M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.33K- 3.85% |
$40K - $44.6K
|
33.1K
$1.13M
|