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
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.33K- 4.6% |
$44.5K - $50.2K
|
27.7K
$981K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.33K- 13.15% |
$44.5K - $50.2K
|
8.8K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.39K- 10.68% |
$46.4K - $52.4K
|
11.6K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.42K- 14.03% |
$47.5K - $53.6K
|
8.71K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.43K- 3.97% |
$47.7K - $53.8K
|
34.6K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.47K- 3.03% |
$48.9K - $55.2K
|
46.8K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.54K- 4.51% |
$51.6K - $58.1K
|
32.7K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.58K- 16.67% |
$52.9K - $59.7K
|
7.92K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.68K- 32.59% |
$56.1K - $63.3K
|
3.48K
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.7K- 8.32% |
$56.6K - $63.8K
|
18.7K
$663K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.7K- 1.06% |
$56.8K - $64.1K
|
159K
$5.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.75K- 7.39% |
$58.3K - $65.8K
|
21.9K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 3.2% |
$59K - $66.5K
|
53.5K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.79K- 0.86% |
$59.6K - $67.2K
|
207K
$7.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.8K- 71.74% |
$60.1K - $67.8K
|
709
$25.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.95K- 10.5% |
$65.2K - $73.5K
|
16.7K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.98K- 3.29% |
$66K - $74.5K
|
58K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 3.14% |
$68.2K - $76.9K
|
63K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.06K- 0.69% |
$68.9K - $77.7K
|
297K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 22.48% |
$70.9K - $80K
|
7.33K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.13K- 13.29% |
$71K - $80K
|
13.9K
$492K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.23K- 96.03% |
$74.4K - $83.9K
|
92
$3.27K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 10.04% |
$77.2K - $87.1K
|
20.7K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.53K- 4.1% |
$84.5K - $95.4K
|
59.2K
$2.1M
|