Purchases and Sales Made in Q4 2024 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
113KNew |
$3.79M - $4.27M
|
113K
$3.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
99.7KNew |
$3.33M - $3.76M
|
99.7K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
70.7K+ 343.57% |
$2.36M - $2.66M
|
91.3K
$3.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
60.1K+ 1.06% |
$2.01M - $2.26M
|
5.74M
$199M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23.1KNew |
$772K - $871K
|
23.1K
$801K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
14.3KNew |
$478K - $539K
|
14.3K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.4KNew |
$446K - $504K
|
13.4K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 71.05% |
$441K - $498K
|
31.8K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
12.9KNew |
$431K - $486K
|
12.9K
$448K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
12.5KNew |
$416K - $469K
|
12.5K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.3KNew |
$409K - $462K
|
12.3K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 23.14% |
$404K - $455K
|
64.3K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 47.77% |
$394K - $444K
|
36.5K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.11KNew |
$304K - $343K
|
9.11K
$316K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.91KNew |
$297K - $335K
|
8.91K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.66K+ 9.52% |
$289K - $326K
|
99.6K
$3.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
8.09KNew |
$270K - $305K
|
8.09K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.84K+ 14.91% |
$262K - $295K
|
60.4K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.84K+ 5.68% |
$262K - $295K
|
146K
$5.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
7.04KNew |
$235K - $265K
|
7.04K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.03K+ 2.86% |
$235K - $265K
|
253K
$8.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.9K+ 11.74% |
$230K - $260K
|
65.7K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.85KNew |
$229K - $258K
|
6.85K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
6.84K+ 4.82% |
$228K - $258K
|
149K
$5.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.79KNew |
$227K - $256K
|
6.79K
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.69KNew |
$223K - $252K
|
6.69K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.45KNew |
$215K - $243K
|
6.45K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.43KNew |
$215K - $242K
|
6.43K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.21K+ 49.01% |
$207K - $234K
|
18.9K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.14KNew |
$205K - $231K
|
6.14K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.27KNew |
$176K - $198K
|
5.27K
$182K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.96KNew |
$165K - $187K
|
4.96K
$172K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.66K+ 41.46% |
$156K - $176K
|
15.9K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.45K+ 6.44% |
$149K - $168K
|
73.6K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.41K+ 25.36% |
$147K - $166K
|
21.8K
$755K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.38K+ 3.3% |
$113K - $127K
|
106K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.2K+ 10.09% |
$107K - $121K
|
34.9K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.05K+ 2.02% |
$102K - $115K
|
154K
$5.35M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
2.79K+ 0.91% |
$93.2K - $105K
|
311K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.53K+ 19.75% |
$84.5K - $95.4K
|
15.4K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.52K+ 72.54% |
$84.1K - $94.8K
|
5.99K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.42KNew |
$80.8K - $91.1K
|
2.42K
$83.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.39K+ 1.7% |
$79.7K - $89.9K
|
143K
$4.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
2.37K+ 13.4% |
$79.1K - $89.3K
|
20.1K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.3K+ 6.95% |
$76.9K - $86.7K
|
35.4K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.28K+ 9.02% |
$76.2K - $86K
|
27.6K
$956K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
2.25KNew |
$75.1K - $84.7K
|
2.25K
$77.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.21KNew |
$73.8K - $83.2K
|
2.21K
$76.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.17K+ 3.18% |
$72.4K - $81.6K
|
70.3K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.13K+ 20.74% |
$71.3K - $80.4K
|
12.4K
$431K
|