Latest Institutional Transactions on Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information on the latest institutional transactions involving Ishares, Inc. Ishares Esg Awar (ESGE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-737- 2.5% |
$24.6K - $27.8K
|
28.7K
$1.02M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.45K+ 14.07% |
$81.8K - $92.3K
|
19.9K
$707K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
32.1KNew |
$1.07M - $1.21M
|
32.1K
$1.14M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
435New |
$14.5K - $16.4K
|
435
$15.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
37.5KNew |
$1.25M - $1.41M
|
37.5K
$1.33M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.42K- 22.51% |
$181K - $204K
|
18.6K
$663K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
312New |
$10.4K - $11.7K
|
312
$11.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.73K- 49.27% |
$325K - $367K
|
10K
$356K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.43K- 2.22% |
$47.6K - $53.7K
|
62.8K
$2.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 7.08% |
$1.34K - $1.51K
|
525
$18.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-629K- 35.82% |
$21M - $23.7M
|
1.13M
$40.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
414+ 42.51% |
$13.8K - $15.6K
|
1.39K
$49.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.11K- 49.96% |
$170K - $192K
|
5.11K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
39.9K+ 294.22% |
$1.33M - $1.5M
|
53.5K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 6.04% |
$429K - $484K
|
200K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.98K+ 2.38% |
$66K - $74.5K
|
85K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 15.07% |
$110K - $124K
|
18.6K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.25KNew |
$41.8K - $47.2K
|
1.25K
$44.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.89M- 10.77% |
$63.2M - $71.2M
|
15.7M
$558M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.19KNew |
$307K - $346K
|
9.19K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
10.4KNew |
$346K - $390K
|
10.4K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
117+ 0.11% |
$3.91K - $4.41K
|
108K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
23.3KNew |
$779K - $878K
|
23.3K
$829K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
11.5KNew |
$385K - $435K
|
11.5K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.88KNew |
$62.8K - $70.8K
|
1.88K
$66.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.6K- 36.59% |
$754K - $851K
|
39.2K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-149- 1.12% |
$4.98K - $5.61K
|
13.2K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.62K- 1.92% |
$121K - $136K
|
185K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-42.4K- 2.47% |
$1.41M - $1.6M
|
1.68M
$59.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.76K+ 3.81% |
$126K - $142K
|
103K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
423+ 8.51% |
$14.1K - $15.9K
|
5.39K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 3.14% |
$6.68K - $7.53K
|
6.18K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
152K+ 4.7% |
$5.09M - $5.74M
|
3.39M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
351+ 2.24% |
$11.7K - $13.2K
|
16K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
103K+ 998.75% |
$3.43M - $3.87M
|
113K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.18M+ 37.69% |
$39.3M - $44.4M
|
4.3M
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
824+ 6.09% |
$27.5K - $31K
|
14.3K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.98K- 3.29% |
$66K - $74.5K
|
58K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
575+ 3.96% |
$19.2K - $21.7K
|
15.1K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.08K+ 1.73% |
$203K - $229K
|
357K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.02KNew |
$234K - $264K
|
7.02K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.8K+ 12.64% |
$2.53M - $2.86M
|
676K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-96K- 6.87% |
$3.2M - $3.61M
|
1.3M
$46.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
783K+ 99884.57% |
$26.1M - $29.5M
|
784K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60K+ 3.39% |
$2M - $2.26M
|
1.83M
$65.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
19KNew |
$635K - $716K
|
19K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.3K- 10.25% |
$143K - $162K
|
37.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-594- 7.99% |
$19.8K - $22.4K
|
6.84K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.52K- 2.46% |
$50.9K - $57.4K
|
60.4K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
19+ 1.57% |
$634 - $716
|
1.23K
$43.8K
|