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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 2.33% |
$42.2 - $45.3
|
44
$1.96K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-379- 1.02% |
$16K - $17.2K
|
36.9K
$1.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-120- 2.92% |
$5.06K - $5.44K
|
3.99K
$178K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
164+ 0.94% |
$6.92K - $7.43K
|
17.6K
$785K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.23KNew |
$263K - $282K
|
6.23K
$278K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.08KNew |
$214K - $230K
|
5.08K
$226K
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
9.4KNew |
$397K - $426K
|
9.4K
$419K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
13.9K+ 14.69% |
$587K - $631K
|
109K
$4.85M
|
|
|
Jan 23, 2026
Q4 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
94+ 1.5% |
$3.97K - $4.26K
|
6.37K
$284K
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
488+ 8.84% |
$20.6K - $22.1K
|
6.01K
$268K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
2.57K+ 336.13% |
$108K - $116K
|
3.33K
$149K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 123.1% |
$832K - $893K
|
35.7K
$1.59M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-605- 7.87% |
$25.5K - $27.4K
|
7.09K
$316K
|
|
|
Jan 22, 2026
Q4 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
155+ 2.44% |
$6.54K - $7.02K
|
6.5K
$290K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-528- 1.59% |
$22.3K - $23.9K
|
32.8K
$1.46M
|
|
|
Jan 22, 2026
Q4 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.5K- 2.47% |
$148K - $159K
|
138K
$6.16M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-174- 1.45% |
$7.34K - $7.88K
|
11.8K
$528K
|
|
|
Jan 22, 2026
Q4 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.93K+ 4.54% |
$250K - $269K
|
137K
$6.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
480+ 5.25% |
$20.3K - $21.7K
|
9.62K
$429K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.51K- 18.6% |
$63.9K - $68.6K
|
6.63K
$295K
|
|
|
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 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
288+ 1.38% |
$12.2K - $13K
|
21.2K
$944K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
870+ 1.44% |
$36.7K - $39.4K
|
61.2K
$2.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-615- 1.21% |
$25.9K - $27.9K
|
50.2K
$2.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.3KNew |
$392K - $421K
|
9.3K
$415K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-304- 4.63% |
$12.8K - $13.8K
|
6.26K
$279K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85+ 1.34% |
$3.59K - $3.85K
|
6.42K
$286K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-486- 2.92% |
$20.5K - $22K
|
16.2K
$721K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
972+ 18.88% |
$41K - $44K
|
6.12K
$273K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-534- 3.17% |
$22.5K - $24.2K
|
16.3K
$729K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.11K- 30.59% |
$300K - $322K
|
16.1K
$720K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
278+ 9.41% |
$11.7K - $12.6K
|
3.23K
$144K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.8K+ 15.39% |
$118K - $127K
|
21K
$935K
|
|
|
Jan 20, 2026
Q4 2025
|
Olio Financial Planning
|
SELL
|
- |
-139- 0.72% |
$5.86K - $6.3K
|
19.3K
$858K
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-14- 0.22% |
$591 - $634
|
6.32K
$282K
|
|
|
Jan 20, 2026
Q4 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.07K- 3.37% |
$45.2K - $48.5K
|
30.7K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.67% |
$42.2 - $45.3
|
61
$2.72K
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
14.5K+ 48.59% |
$613K - $658K
|
44.4K
$1.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
40+ 0.99% |
$1.69K - $1.81K
|
4.07K
$182K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
11+ 0.64% |
$464 - $498
|
1.73K
$77.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
88+ 1.42% |
$3.71K - $3.99K
|
6.28K
$280K
|
|
|
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 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
83+ 1.76% |
$3.5K - $3.76K
|
4.79K
$214K
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
34+ 0.59% |
$1.43K - $1.54K
|
5.78K
$258K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
101+ 1.69% |
$4.26K - $4.58K
|
6.08K
$271K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 32.08% |
$623K - $669K
|
60.8K
$2.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-556- 8.47% |
$23.5K - $25.2K
|
6.01K
$268K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.47K+ 3.96% |
$62.1K - $66.7K
|
38.6K
$1.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-17- 0.07% |
$717 - $770
|
26K
$1.16M
|
|