Purchases and Sales Made in Q4 2025 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 2025. 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, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 123.1% |
$832K - $893K
|
35.7K
$1.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 32.08% |
$623K - $669K
|
60.8K
$2.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
14.5K+ 48.59% |
$613K - $658K
|
44.4K
$1.98M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
13.9K+ 14.69% |
$587K - $631K
|
109K
$4.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
13KNew |
$550K - $590K
|
13K
$581K
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
9.4KNew |
$397K - $426K
|
9.4K
$419K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.3KNew |
$392K - $421K
|
9.3K
$415K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
9KNew |
$380K - $408K
|
9K
$401K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.36K+ 34.36% |
$311K - $333K
|
28.8K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.03K+ 20.9% |
$296K - $318K
|
40.7K
$1.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.23KNew |
$263K - $282K
|
6.23K
$278K
|
|
|
Jan 22, 2026
Q4 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.93K+ 4.54% |
$250K - $269K
|
137K
$6.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
5.83K+ 87.31% |
$246K - $264K
|
12.5K
$558K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.66KNew |
$239K - $256K
|
5.66K
$252K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
5.53KNew |
$233K - $250K
|
5.53K
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.4KNew |
$228K - $245K
|
5.4K
$241K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.08KNew |
$214K - $230K
|
5.08K
$226K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.38KNew |
$185K - $199K
|
4.38K
$195K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.29K+ 35.79% |
$139K - $149K
|
12.5K
$556K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.91K+ 21.16% |
$123K - $132K
|
16.7K
$744K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.8K+ 15.39% |
$118K - $127K
|
21K
$935K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
2.57K+ 336.13% |
$108K - $116K
|
3.33K
$149K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.47K+ 1.59% |
$104K - $112K
|
158K
$7.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.26K+ 3.26% |
$95.4K - $102K
|
71.5K
$3.19M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.94K+ 1.29% |
$81.7K - $87.8K
|
153K
$6.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.76K+ 4.24% |
$74.3K - $79.7K
|
43.3K
$1.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 153.24% |
$66.9K - $71.9K
|
2.62K
$117K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.47K+ 3.96% |
$62.1K - $66.7K
|
38.6K
$1.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 0.45% |
$57.2K - $61.4K
|
302K
$13.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.25K+ 16.24% |
$52.9K - $56.8K
|
8.98K
$400K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
972+ 18.88% |
$41K - $44K
|
6.12K
$273K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
870+ 1.44% |
$36.7K - $39.4K
|
61.2K
$2.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
622+ 10.79% |
$26.2K - $28.2K
|
6.39K
$285K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
550+ 4.69% |
$23.2K - $24.9K
|
12.3K
$548K
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
488+ 8.84% |
$20.6K - $22.1K
|
6.01K
$268K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
480+ 5.25% |
$20.3K - $21.7K
|
9.62K
$429K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
455+ 3.98% |
$19.2K - $20.6K
|
11.9K
$530K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
401+ 67.97% |
$16.9K - $18.2K
|
991
$44.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
376+ 17.22% |
$15.9K - $17K
|
2.56K
$114K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
351+ 2.93% |
$14.8K - $15.9K
|
12.3K
$550K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
291+ 519.64% |
$12.3K - $13.2K
|
347
$15.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
288+ 1.38% |
$12.2K - $13K
|
21.2K
$944K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
278+ 9.41% |
$11.7K - $12.6K
|
3.23K
$144K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
238+ 2.89% |
$10K - $10.8K
|
8.47K
$378K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
164+ 0.94% |
$6.92K - $7.43K
|
17.6K
$785K
|
|
|
Jan 22, 2026
Q4 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
155+ 2.44% |
$6.54K - $7.02K
|
6.5K
$290K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
149+ 1.34% |
$6.29K - $6.75K
|
11.3K
$504K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
141+ 1.1% |
$5.95K - $6.39K
|
12.9K
$575K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
101+ 1.69% |
$4.26K - $4.58K
|
6.08K
$271K
|
|
|
Jan 23, 2026
Q4 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
94+ 1.5% |
$3.97K - $4.26K
|
6.37K
$284K
|
|