Purchases and Sales Made in Q2 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 25.0% |
$15.2K - $16.4K
|
1.5K
$53.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-537- 1.63% |
$16.3K - $17.6K
|
32.3K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-556- 20.34% |
$16.8K - $18.2K
|
2.18K
$77.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-586- 5.47% |
$17.8K - $19.2K
|
10.1K
$360K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-602- 0.41% |
$18.2K - $19.8K
|
148K
$5.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-610- 1.09% |
$18.5K - $20K
|
55.5K
$1.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-611- 6.37% |
$18.5K - $20K
|
8.98K
$319K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-627- 4.28% |
$19K - $20.6K
|
14K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-646- 0.79% |
$19.6K - $21.2K
|
80.9K
$2.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-715- 1.97% |
$21.7K - $23.5K
|
35.5K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-718- 5.35% |
$21.8K - $23.6K
|
12.7K
$452K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-721- 9.28% |
$21.8K - $23.7K
|
7.05K
$251K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-776- 20.75% |
$23.5K - $25.5K
|
2.96K
$105K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-784- 2.05% |
$23.8K - $25.7K
|
37.5K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-784- 10.25% |
$23.8K - $25.7K
|
6.86K
$244K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-822- 3.26% |
$24.9K - $27K
|
24.4K
$869K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-824- 9.22% |
$25K - $27K
|
8.11K
$288K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-841- 2.7% |
$25.5K - $27.6K
|
30.3K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-856- 50.71% |
$25.9K - $28.1K
|
832
$29.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-877- 5.11% |
$26.6K - $28.8K
|
16.3K
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-916- 7.99% |
$27.8K - $30.1K
|
10.6K
$375K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-939- 1.59% |
$28.5K - $30.8K
|
58.3K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-971- 5.06% |
$29.4K - $31.9K
|
18.2K
$649K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-972- 4.39% |
$29.5K - $31.9K
|
21.2K
$753K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-985- 4.15% |
$29.8K - $32.3K
|
22.8K
$810K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-1.03K- 3.96% |
$31.1K - $33.7K
|
24.9K
$885K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 9.43% |
$31.2K - $33.8K
|
9.89K
$352K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.09K- 9.9% |
$33K - $35.7K
|
9.9K
$352K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.1K- 39.22% |
$33.3K - $36.1K
|
1.71K
$60.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.12K- 2.85% |
$33.9K - $36.7K
|
38.1K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 10.51% |
$35.3K - $38.2K
|
9.91K
$353K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.18K- 66.29% |
$35.8K - $38.8K
|
601
$21.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.19K- 1.25% |
$36K - $39K
|
94.1K
$3.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1.25K- 5.87% |
$38K - $41.1K
|
20.1K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.26K- 3.5% |
$38.1K - $41.3K
|
34.7K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.28K- 7.45% |
$38.7K - $41.9K
|
15.9K
$565K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.3K- 1.51% |
$39.5K - $42.7K
|
84.8K
$3.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.4K- 0.8% |
$42.5K - $46K
|
175K
$6.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.43K- 8.24% |
$43.4K - $47K
|
16K
$567K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 11.66% |
$43.5K - $47.1K
|
10.9K
$387K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.46K- 11.76% |
$44.4K - $48K
|
11K
$391K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.48K- 1.08% |
$44.9K - $48.7K
|
135K
$4.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.5K- 0.96% |
$45.3K - $49.1K
|
154K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 2.23% |
$47.4K - $51.3K
|
68.7K
$2.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.67K- 6.1% |
$50.7K - $54.9K
|
25.7K
$916K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.69K- 0.91% |
$51.3K - $55.6K
|
185K
$6.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.8K- 6.32% |
$54.6K - $59.2K
|
26.7K
$951K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.8K- 21.08% |
$54.7K - $59.2K
|
6.75K
$240K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.87K- 41.69% |
$56.6K - $61.3K
|
2.61K
$92.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.98K- 14.1% |
$59.9K - $64.9K
|
12K
$428K
|