Purchases and Sales Made in Q4 2022 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 Q4 2022. 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
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
25K
+ 120.5%
$672K - $789K
45.7K $1.58M
Feb 09, 2023 Q4 2022
Omega Financial Group, LLC

BUY
 -
24.6K
+ 142.87%
$662K - $776K
41.8K $1.45M
Feb 09, 2023 Q4 2022
Wealth Architects, LLC

BUY
 -
24.5K
+ 249.16%
$660K - $774K
34.4K $1.19M
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
24.1K
New
$648K - $761K
24.1K $836K
Feb 14, 2023 Q4 2022
Hsbc Holdings PLC

London, X0
BUY
 -
23.9K
+ 27.15%
$642K - $753K
112K $3.87M
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
23.6K
New
$636K - $746K
23.6K $819K
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
22.5K
+ 42.77%
$604K - $709K
75K $2.6M
Feb 02, 2023 Q4 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
22.5K
+ 26.39%
$604K - $709K
108K $3.73M
Feb 13, 2023 Q4 2022
Lake Street Advisors Group, LLC

BUY
 -
22K
+ 39.77%
$591K - $694K
77.2K $2.68M
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
21.9K
+ 72.04%
$588K - $691K
52.3K $1.81M
Jan 23, 2023 Q4 2022
Intelligence Driven Advisers, LLC

BUY
 -
20.2K
+ 19.37%
$542K - $637K
124K $4.31M
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
19.6K
+ 259.75%
$526K - $618K
27.1K $940K
Feb 14, 2023 Q4 2022
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
19.1K
+ 9.41%
$513K - $602K
222K $7.69M
Feb 10, 2023 Q4 2022
Advanced Research Investment Solutions, LLC

BUY
 -
18.5K
+ 89.75%
$496K - $582K
39K $1.35M
Feb 10, 2023 Q4 2022
Evoke Wealth, LLC

BUY
 -
18.1K
+ 235.96%
$486K - $571K
25.8K $893K
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
18K
New
$484K - $568K
18K $624K
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
17.4K
+ 67.03%
$469K - $550K
43.4K $1.51M
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
17.2K
+ 88.34%
$463K - $543K
36.7K $1.27M
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
16.9K
New
$454K - $533K
16.9K $586K
Feb 13, 2023 Q4 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
16.8K
+ 24.92%
$452K - $530K
84.2K $2.92M
Feb 14, 2023 Q4 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
15.5K
New
$418K - $490K
15.5K $539K
Jan 26, 2023 Q4 2022
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
15.1K
New
$405K - $475K
15.1K $522K
Feb 14, 2023 Q4 2022
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
14.2K
New
$381K - $447K
14.2K $491K
Feb 01, 2023 Q4 2022
Waypoint Wealth Partners Inc.

BUY
 -
13.8K
New
$371K - $436K
13.8K $478K
Feb 07, 2023 Q4 2022
Weil Company, Inc.

BUY
 -
13.6K
+ 152.5%
$365K - $429K
22.5K $780K
Feb 08, 2023 Q4 2022
Ameraudi Asset Management, Inc.

BUY
 -
13.3K
New
$358K - $420K
13.3K $461K
Jan 31, 2023 Q4 2022
Sage Financial Group Inc

BUY
 -
13.2K
New
$356K - $418K
13.2K $459K
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
BUY
 -
12.6K
+ 25.56%
$338K - $397K
61.8K $2.14M
Mar 28, 2023 Q4 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
12.5K
+ 23.45%
$336K - $395K
65.8K $2.28M
Jan 24, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
11.9K
New
$320K - $376K
11.9K $413K
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
11.3K
+ 73.02%
$304K - $357K
26.8K $929K
Feb 10, 2023 Q4 2022
Argent Trust CO

Nashville, TN
BUY
 -
11K
New
$295K - $346K
11K $381K
Jan 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
10.6K
+ 21.6%
$284K - $333K
59.5K $2.06M
Jan 30, 2023 Q4 2022
Gen Trust, LLC

BUY
 -
9.99K
+ 75.1%
$269K - $315K
23.3K $808K
Feb 14, 2023 Q4 2022
First Foundation Advisors

Irvine, CA
BUY
 -
9.95K
New
$268K - $314K
9.95K $345K
Jan 25, 2023 Q4 2022
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
9.3K
New
$250K - $294K
9.3K $322K
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
9.1K
+ 20.64%
$245K - $287K
53.2K $1.84M
Feb 06, 2023 Q4 2022
Washington Trust Bank

BUY
 -
8.81K
New
$237K - $278K
8.81K $305K
Feb 10, 2023 Q4 2022
Commerce Bank

Kansas City, MO
BUY
 -
8.52K
+ 80.79%
$229K - $269K
19.1K $661K
Feb 13, 2023 Q4 2022
Massachusetts Financial Services CO

Boston, MA
BUY
 -
8.51K
New
$229K - $268K
8.51K $295K
Feb 01, 2023 Q4 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
8.42K
+ 12.86%
$227K - $266K
73.9K $2.56M
Feb 13, 2023 Q4 2022
3 D/L Capital Management, LLC

BUY
 -
7.97K
New
$214K - $252K
7.97K $276K
Jan 25, 2023 Q4 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
7.84K
New
$211K - $247K
7.84K $272K
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

BUY
 -
7.42K
New
$200K - $234K
7.42K $257K
Feb 08, 2023 Q4 2022
One Day In July LLC

BUY
 -
7.41K
New
$199K - $234K
7.41K $257K
Feb 13, 2023 Q4 2022
Redw Wealth LLC

BUY
 -
7.33K
+ 44.87%
$197K - $231K
23.7K $820K
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
7.28K
New
$196K - $230K
7.28K $252K
Jan 18, 2023 Q4 2022
Intergy Private Wealth, LLC

BUY
 -
7.25K
+ 5.57%
$195K - $229K
137K $4.76M
Feb 13, 2023 Q4 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
7.22K
New
$194K - $228K
7.22K $250K

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