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 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.34K- 12.17% |
$40.3K - $44.9K
|
9.64K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.34K- 51.8% |
$40.4K - $45.1K
|
1.25K
$42.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.36K- 14.81% |
$41.1K - $45.8K
|
7.83K
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 70.92% |
$43.4K - $48.4K
|
590
$20.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.5K- 3.89% |
$45.1K - $50.3K
|
36.9K
$1.26M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.68K- 12.18% |
$50.6K - $56.4K
|
12.1K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 16.39% |
$52.8K - $58.8K
|
8.92K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.81K- 9.59% |
$54.6K - $60.9K
|
17.1K
$582K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.82K- 17.99% |
$54.9K - $61.2K
|
8.3K
$283K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.83K- 13.97% |
$55.2K - $61.5K
|
11.3K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.84K- 15.86% |
$55.6K - $62K
|
9.78K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.87K- 8.01% |
$56.3K - $62.8K
|
21.4K
$731K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.9K- 7.1% |
$57.3K - $63.9K
|
24.8K
$847K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 27.72% |
$57.4K - $64K
|
4.96K
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.22K- 6.43% |
$67K - $74.7K
|
32.3K
$1.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.35K- 19.73% |
$70.9K - $79K
|
9.56K
$326K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.46K- 9.19% |
$74.1K - $82.6K
|
24.3K
$828K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.57K- 93.14% |
$77.4K - $86.2K
|
189
$6.44K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 2.99% |
$78.9K - $87.9K
|
85K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-2.7K- 26.09% |
$81.4K - $90.7K
|
7.64K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.72K- 66.81% |
$81.9K - $91.3K
|
1.35K
$46K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.82K- 8.66% |
$85K - $94.7K
|
29.7K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.82K- 7.03% |
$85.1K - $94.8K
|
37.3K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.84K- 93.43% |
$85.8K - $95.6K
|
200
$6.82K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 8.04% |
$87.7K - $97.7K
|
33.2K
$1.13M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.12K- 11.16% |
$94K - $105K
|
24.8K
$845K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.35K- 2.02% |
$101K - $112K
|
162K
$5.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.4K- 13.2% |
$103K - $114K
|
22.3K
$762K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.42K- 26.97% |
$103K - $115K
|
9.27K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.43K- 18.92% |
$103K - $115K
|
14.7K
$501K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.56K- 11.53% |
$107K - $120K
|
27.3K
$932K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.61K- 29.95% |
$109K - $121K
|
8.44K
$288K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3.66K- 2.57% |
$111K - $123K
|
139K
$4.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.71K- 28.15% |
$112K - $125K
|
9.47K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.8K- 6.42% |
$115K - $128K
|
55.4K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.88K- 2.22% |
$117K - $131K
|
171K
$5.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-4.02K- 7.14% |
$121K - $135K
|
52.3K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.12K- 31.57% |
$124K - $139K
|
8.93K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.18K- 9.72% |
$126K - $140K
|
38.8K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.27K- 25.74% |
$129K - $144K
|
12.3K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-4.45K- 12.59% |
$134K - $150K
|
30.9K
$1.05M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.47K- 6.57% |
$135K - $150K
|
63.6K
$2.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.5K- 40.38% |
$136K - $151K
|
6.64K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4.72K- 3.18% |
$142K - $159K
|
144K
$4.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.38K- 21.99% |
$162K - $181K
|
19.1K
$651K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.5K- 1.66% |
$166K - $185K
|
325K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.81K- 12.85% |
$175K - $195K
|
39.4K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.05K- 9.47% |
$182K - $203K
|
57.8K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.08K- 11.85% |
$183K - $204K
|
45.2K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.14K- 2.6% |
$185K - $206K
|
230K
$7.84M
|