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
|
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
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60K- 18.14% |
$2M - $2.26M
|
271K
$9.61M
|
|
|
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
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-96K- 6.87% |
$3.2M - $3.61M
|
1.3M
$46.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-105K- 12.54% |
$3.52M - $3.97M
|
736K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-118K- 2.25% |
$3.95M - $4.46M
|
5.15M
$183M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-260K- 98.86% |
$8.67M - $9.78M
|
3K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-537K- 80.47% |
$17.9M - $20.2M
|
130K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-629K- 35.82% |
$21M - $23.7M
|
1.13M
$40M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.89M- 10.77% |
$63.2M - $71.2M
|
15.7M
$556M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.76M- 96.82% |
$92.2M - $104M
|
90.6K
$3.22M
|