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
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-138- 7.75% |
$4.61K - $5.2K
|
1.64K
$58.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-144- 0.2% |
$4.81K - $5.42K
|
70.8K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 0.54% |
$5.01K - $5.65K
|
27.8K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-158- 79.0% |
$5.28K - $5.95K
|
42
$1.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-169- 2.21% |
$5.64K - $6.36K
|
7.49K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-189- 0.85% |
$6.31K - $7.12K
|
22.1K
$783K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-191- 1.94% |
$6.38K - $7.19K
|
9.65K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-206- 1.04% |
$6.88K - $7.76K
|
19.6K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-207- 0.66% |
$6.91K - $7.8K
|
30.9K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-214- 0.46% |
$7.15K - $8.06K
|
46.5K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-223- 0.57% |
$7.45K - $8.4K
|
38.6K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-234- 1.0% |
$7.81K - $8.81K
|
23.3K
$826K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-240- 2.75% |
$8.01K - $9.04K
|
8.5K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-262- 14.68% |
$8.75K - $9.87K
|
1.52K
$54.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-264- 0.35% |
$8.81K - $9.94K
|
75.2K
$2.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-266- 10.7% |
$8.88K - $10K
|
2.22K
$78.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-324- 3.67% |
$10.8K - $12.2K
|
8.5K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-331- 3.61% |
$11.1K - $12.5K
|
8.85K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-342- 3.08% |
$11.4K - $12.9K
|
10.8K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-350- 1.52% |
$11.7K - $13.2K
|
22.7K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-399- 2.37% |
$13.3K - $15K
|
16.4K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-401- 0.94% |
$13.4K - $15.1K
|
42.5K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-457- 3.43% |
$15.3K - $17.2K
|
12.9K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-509- 3.68% |
$17K - $19.2K
|
13.3K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-535- 1.75% |
$17.9K - $20.1K
|
30.1K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-544- 3.16% |
$18.2K - $20.5K
|
16.7K
$592K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-546- 7.39% |
$18.2K - $20.6K
|
6.84K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-558- 0.15% |
$18.6K - $21K
|
368K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-561- 86.84% |
$18.7K - $21.1K
|
85
$3.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-591- 8.44% |
$19.7K - $22.3K
|
6.42K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-610- 1.28% |
$20.4K - $23K
|
47.2K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-617- 8.75% |
$20.6K - $23.2K
|
6.44K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-655- 5.8% |
$21.9K - $24.7K
|
10.6K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-682- 2.46% |
$22.8K - $25.7K
|
27.1K
$961K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-735- 0.48% |
$24.5K - $27.7K
|
151K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-738- 9.11% |
$24.6K - $27.8K
|
7.36K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-741- 4.8% |
$24.7K - $27.9K
|
14.7K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-762- 44.61% |
$25.4K - $28.7K
|
946
$33.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-767- 1.64% |
$25.6K - $28.9K
|
46.1K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-834- 5.54% |
$27.8K - $31.4K
|
14.2K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-883- 77.12% |
$29.5K - $33.3K
|
262
$9.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-965- 3.1% |
$32.2K - $36.3K
|
30.1K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 1.9% |
$35.2K - $39.7K
|
54.5K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.09K- 4.58% |
$36.4K - $41.1K
|
22.7K
$807K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.79% |
$36.7K - $41.4K
|
38.3K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.19K- 4.74% |
$39.9K - $45K
|
24K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 6.24% |
$39.9K - $45K
|
18K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.2K- 2.84% |
$40K - $45.1K
|
40.9K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.27K- 5.06% |
$42.4K - $47.8K
|
23.8K
$845K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.31K- 17.67% |
$43.6K - $49.1K
|
6.08K
$216K
|