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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.59K- 6.42% |
$86.5K - $97.5K
|
37.8K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.67K- 0.37% |
$89.2K - $101K
|
723K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.78K- 15.39% |
$92.9K - $105K
|
15.3K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.17K- 26.76% |
$106K - $119K
|
8.67K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 15.07% |
$110K - $124K
|
18.6K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.44K- 26.79% |
$115K - $130K
|
9.4K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.54K- 16.17% |
$118K - $133K
|
18.3K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.58K- 19.71% |
$120K - $135K
|
14.6K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.62K- 9.77% |
$121K - $136K
|
33.4K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.62K- 1.92% |
$121K - $136K
|
185K
$6.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.7K- 33.62% |
$124K - $139K
|
7.31K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.82K- 5.71% |
$127K - $144K
|
63K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.92K- 28.66% |
$131K - $148K
|
9.75K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.06K- 31.48% |
$136K - $153K
|
8.84K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.17K- 4.09% |
$139K - $157K
|
97.6K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.52K- 80.6% |
$151K - $170K
|
1.09K
$38.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.93K- 51.53% |
$164K - $185K
|
4.63K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.11K- 49.96% |
$170K - $192K
|
5.11K
$181K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.21K- 46.08% |
$174K - $196K
|
6.09K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.4K- 18.13% |
$180K - $203K
|
24.4K
$865K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.7K- 9.15% |
$190K - $214K
|
56.5K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.8K- 6.16% |
$194K - $219K
|
88.4K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.86K- 31.85% |
$196K - $221K
|
12.5K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.08K- 9.81% |
$203K - $229K
|
55.9K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.54K- 4.83% |
$218K - $246K
|
129K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.54K- 15.02% |
$218K - $246K
|
37K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.98K- 18.26% |
$233K - $263K
|
31.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.25K- 3.55% |
$242K - $273K
|
197K
$6.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.56K- 2.5% |
$252K - $285K
|
295K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.67K- 5.81% |
$256K - $289K
|
124K
$4.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.68K- 7.96% |
$256K - $289K
|
88.7K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.84K- 1.99% |
$262K - $295K
|
387K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8.09K- 8.79% |
$270K - $305K
|
84K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.45K- 1.18% |
$282K - $318K
|
708K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.91K- 19.37% |
$298K - $336K
|
37.1K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-11.1K- 21.39% |
$371K - $419K
|
40.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 6.04% |
$429K - $484K
|
200K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13K- 11.34% |
$435K - $491K
|
102K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-14.5K- 3.14% |
$485K - $547K
|
447K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-15.4K- 35.65% |
$513K - $579K
|
27.7K
$985K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.6K- 36.59% |
$754K - $851K
|
39.2K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-25.1K- 18.61% |
$839K - $947K
|
110K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-26.8K- 31.59% |
$894K - $1.01M
|
58K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29K- 38.6% |
$968K - $1.09M
|
46.1K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33.4K- 6.54% |
$1.12M - $1.26M
|
477K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-33.8K- 5.43% |
$1.13M - $1.27M
|
589K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-40.9K- 26.73% |
$1.37M - $1.54M
|
112K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-42.4K- 2.47% |
$1.41M - $1.6M
|
1.68M
$59.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-47.8K- 12.44% |
$1.6M - $1.8M
|
336K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-49.4K- 53.4% |
$1.65M - $1.86M
|
43.1K
$1.53M
|