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 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 22.48% |
$70.9K - $80K
|
7.33K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.13K- 13.29% |
$71K - $80K
|
13.9K
$481K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.23K- 96.03% |
$74.4K - $83.9K
|
92
$3.19K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 10.04% |
$77.2K - $87.1K
|
20.7K
$719K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.55K- 1.83% |
$85K - $95.8K
|
137K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.78K- 15.39% |
$92.9K - $105K
|
15.3K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.54K- 16.17% |
$118K - $133K
|
18.3K
$635K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.58K- 19.71% |
$120K - $135K
|
14.6K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.82K- 5.71% |
$127K - $144K
|
63K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.92K- 28.66% |
$131K - $148K
|
9.75K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.06K- 31.48% |
$136K - $153K
|
8.84K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.52K- 80.6% |
$151K - $170K
|
1.09K
$37.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.93K- 51.53% |
$164K - $185K
|
4.63K
$161K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.21K- 46.08% |
$174K - $196K
|
6.09K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.4K- 18.13% |
$180K - $203K
|
24.4K
$845K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.7K- 9.15% |
$190K - $214K
|
56.5K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.8K- 6.16% |
$194K - $219K
|
88.4K
$3.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.86K- 31.85% |
$196K - $221K
|
12.5K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.08K- 9.81% |
$203K - $229K
|
55.9K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.54K- 4.83% |
$218K - $246K
|
129K
$4.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.67K- 5.81% |
$256K - $289K
|
124K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8.09K- 8.79% |
$270K - $305K
|
84K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.91K- 19.37% |
$298K - $336K
|
37.1K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-11.1K- 21.39% |
$371K - $419K
|
40.9K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-14.5K- 3.14% |
$485K - $547K
|
447K
$15.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-25.1K- 18.61% |
$839K - $947K
|
110K
$3.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33.4K- 6.54% |
$1.12M - $1.26M
|
477K
$16.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-33.8K- 5.43% |
$1.13M - $1.27M
|
589K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-47.8K- 12.44% |
$1.6M - $1.8M
|
336K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-49.4K- 53.4% |
$1.65M - $1.86M
|
43.1K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60K- 18.14% |
$2M - $2.26M
|
271K
$9.39M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-71K- 77.75% |
$2.37M - $2.67M
|
20.3K
$704K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-105K- 12.54% |
$3.52M - $3.97M
|
736K
$25.5M
|