Purchases and Sales Made in Q3 2024 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 2024. 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 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.07K+ 34.39% |
$194K - $225K
|
23.7K
$810K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
6.07KNew |
$194K - $225K
|
6.07K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.94KNew |
$190K - $220K
|
5.94K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
5.9KNew |
$189K - $219K
|
5.9K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.89KNew |
$189K - $219K
|
5.89K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.87K+ 10.3% |
$188K - $218K
|
62.9K
$2.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.85KNew |
$188K - $217K
|
5.85K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.84K+ 63.43% |
$187K - $217K
|
15K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.83K+ 3.59% |
$187K - $216K
|
168K
$5.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.83KNew |
$187K - $216K
|
5.83K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.79KNew |
$185K - $215K
|
5.79K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.76KNew |
$185K - $214K
|
5.76K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.65KNew |
$181K - $210K
|
5.65K
$193K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.56K+ 28.53% |
$178K - $206K
|
25.1K
$857K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.51KNew |
$177K - $205K
|
5.51K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.4K+ 66.03% |
$173K - $200K
|
13.6K
$464K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.89K+ 24.0% |
$157K - $181K
|
25.3K
$863K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.82K+ 12.36% |
$154K - $179K
|
43.8K
$1.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4.32K+ 1.42% |
$138K - $160K
|
308K
$10.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.21K+ 7.06% |
$135K - $156K
|
63.8K
$2.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.77K+ 8.78% |
$121K - $140K
|
46.7K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.55K+ 53.83% |
$114K - $132K
|
10.1K
$346K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.53K+ 4.04% |
$113K - $131K
|
90.9K
$3.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.52K+ 15.9% |
$113K - $131K
|
25.7K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.35K+ 2.24% |
$107K - $124K
|
153K
$5.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.33K+ 47.63% |
$107K - $124K
|
10.3K
$353K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.16K+ 10.24% |
$101K - $117K
|
34K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.01K+ 17.35% |
$96.5K - $112K
|
20.4K
$696K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
2.99K+ 6.32% |
$95.6K - $111K
|
50.2K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.92K+ 6.02% |
$93.7K - $108K
|
51.5K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.78K+ 1.35% |
$88.9K - $103K
|
208K
$7.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.76K+ 0.54% |
$88.5K - $102K
|
511K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.72KNew |
$87.1K - $101K
|
2.72K
$92.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.66K+ 9.32% |
$85.3K - $98.8K
|
31.2K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
2.61K+ 26.67% |
$83.5K - $96.7K
|
12.4K
$423K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.6K+ 3.96% |
$83.1K - $96.3K
|
68.1K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.52K+ 8.62% |
$80.7K - $93.5K
|
31.7K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.41K+ 7.86% |
$77.3K - $89.6K
|
33.1K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.2K+ 11.88% |
$70.3K - $81.5K
|
20.7K
$706K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.08K+ 4.99% |
$66.6K - $77.1K
|
43.7K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.06K+ 11.22% |
$66.1K - $76.6K
|
20.4K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.91K+ 6.09% |
$61.2K - $70.9K
|
33.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.83K+ 16.35% |
$58.6K - $67.9K
|
13K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.82K+ 8.39% |
$58.2K - $67.5K
|
23.5K
$803K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.79K+ 0.21% |
$57.2K - $66.2K
|
841K
$28.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.75KNew |
$56.1K - $65K
|
1.75K
$59.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.63K+ 11.8% |
$52.2K - $60.5K
|
15.4K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.61K+ 13.76% |
$51.6K - $59.7K
|
13.3K
$455K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.54K+ 2.46% |
$49.5K - $57.3K
|
64.2K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.54K+ 1.1% |
$49.4K - $57.3K
|
142K
$4.84M
|