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 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
211+ 3.58% |
$7.05K - $7.95K
|
6.11K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
201+ 0.65% |
$6.71K - $7.57K
|
31.2K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
194+ 13.83% |
$6.48K - $7.31K
|
1.6K
$55.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
180+ 9.21% |
$6.01K - $6.78K
|
2.14K
$74K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
161+ 0.91% |
$5.38K - $6.06K
|
17.9K
$619K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
142+ 0.33% |
$4.74K - $5.35K
|
43.8K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
138New |
$4.61K - $5.2K
|
138
$4.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
130+ 1.27% |
$4.34K - $4.9K
|
10.4K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
108+ 0.87% |
$3.61K - $4.07K
|
12.5K
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
108New |
$3.61K - $4.07K
|
108
$3.74K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
106+ 1.45% |
$3.54K - $3.99K
|
7.39K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
96+ 0.52% |
$3.21K - $3.62K
|
18.5K
$641K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
86+ 1.03% |
$2.87K - $3.24K
|
8.41K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
61+ 0.77% |
$2.04K - $2.3K
|
7.99K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
59+ 39.33% |
$1.97K - $2.22K
|
209
$7.24K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.42% |
$1.74K - $1.96K
|
12.3K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
48New |
$1.6K - $1.81K
|
48
$1.66K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
35+ 0.4% |
$1.17K - $1.32K
|
8.68K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.56% |
$1.17K - $1.32K
|
1.4K
$48.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35+ 63.64% |
$1.17K - $1.32K
|
90
$3.12K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31+ 4.59% |
$1.04K - $1.17K
|
707
$24.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
26+ 0.41% |
$868 - $979
|
6.3K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
26New |
$868 - $979
|
26
$901
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
26New |
$868 - $979
|
26
$901
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
25+ 0.42% |
$835 - $941
|
6.01K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 0.37% |
$735 - $829
|
6.04K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
21New |
$701 - $791
|
21
$728
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
21+ 0.32% |
$701 - $791
|
6.49K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 0.47% |
$467 - $527
|
3K
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
14+ 0.16% |
$467 - $527
|
8.72K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
10+ 0.11% |
$334 - $377
|
9.32K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8New |
$267 - $301
|
8
$277
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.4% |
$200 - $226
|
435
$15.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 2.08% |
$100 - $113
|
147
$5.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$66.8 - $75.3
|
111
$3.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.89% |
$33.4 - $37.7
|
54
$1.87K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.7% |
$33.4 - $37.7
|
38
$1.32K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$33.4 - $37.7
|
17.4K
$604K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 0.23% |
$100 - $113
|
1.29K
$44.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.05% |
$200 - $226
|
12K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11- 45.83% |
$367 - $414
|
13
$451
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-15- 0.24% |
$501 - $565
|
6.18K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 0.21% |
$801 - $904
|
11.2K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-28- 9.12% |
$935 - $1.05K
|
279
$9.67K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-36- 1.97% |
$1.2K - $1.36K
|
1.79K
$62K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-38- 2.64% |
$1.27K - $1.43K
|
1.4K
$48.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-42- 0.62% |
$1.4K - $1.58K
|
6.74K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-55- 0.99% |
$1.84K - $2.07K
|
5.53K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-61- 0.14% |
$2.04K - $2.3K
|
43.8K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-65- 0.43% |
$2.17K - $2.45K
|
15.1K
$523K
|