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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 5.09% |
$340 - $431
|
227
$10.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5+ 1.0% |
$154 - $196
|
507
$22.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-376- 1.2% |
$11.6K - $14.7K
|
31K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
30.1KNew |
$929K - $1.18M
|
30.1K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12.2K- 94.07% |
$375K - $476K
|
766
$34.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-160- 17.04% |
$4.94K - $6.27K
|
779
$34.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-46.7K- 86.67% |
$1.44M - $1.83M
|
7.18K
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6+ 0.09% |
$185 - $235
|
6.43K
$287K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11New |
$340 - $431
|
11
$490
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-49- 1.02% |
$1.51K - $1.92K
|
4.75K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.75KNew |
$177K - $225K
|
5.75K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.48K- 3.59% |
$138K - $175K
|
120K
$5.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6.44KNew |
$199K - $252K
|
6.44K
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
158+ 1.55% |
$4.88K - $6.19K
|
10.3K
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
59+ 1.0% |
$1.82K - $2.31K
|
5.98K
$267K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3- 0.05% |
$92.6 - $118
|
6.15K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
106New |
$3.27K - $4.15K
|
106
$4.73K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-617- 8.31% |
$19K - $24.2K
|
6.81K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.1KNew |
$34K - $43.1K
|
1.1K
$49K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.13KNew |
$158K - $201K
|
5.13K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.98K- 50.17% |
$91.8K - $117K
|
2.96K
$132K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.92K+ 13.62% |
$152K - $193K
|
41.1K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-21- 0.32% |
$648 - $823
|
6.56K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14+ 0.2% |
$432 - $548
|
6.95K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
518New |
$16K - $20.3K
|
518
$23.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 2.27% |
$556 - $705
|
775
$34.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.43K+ 21.32% |
$44.2K - $56.1K
|
8.15K
$364K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
435New |
$13.4K - $17K
|
435
$19.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-202- 1.1% |
$6.24K - $7.91K
|
18.2K
$813K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.31KNew |
$164K - $208K
|
5.31K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.59KNew |
$173K - $219K
|
5.59K
$249K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$559K - $709K
|
18.1K
$807K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90New |
$2.78K - $3.53K
|
90
$4.01K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.01KNew |
$230K - $254K
|
7.01K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.26% |
$32.7 - $36.2
|
385
$17.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
705+ 1.99% |
$23.1K - $25.5K
|
36.2K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
57.2KNew |
$1.87M - $2.07M
|
57.2K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
145New |
$4.75K - $5.25K
|
145
$6.47K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.8K- 4.09% |
$451K - $498K
|
323K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-257K- 22.77% |
$8.41M - $9.29M
|
871K
$38.8M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
98+ 5.25% |
$3.21K - $3.55K
|
1.96K
$87.6K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-73- 6.45% |
$2.39K - $2.64K
|
1.06K
$47.2K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$32.7 - $36.2
|
1
$44.6
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.33K- 7.88% |
$76.3K - $84.4K
|
27.3K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.51KNew |
$115K - $127K
|
3.51K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.51KNew |
$115K - $127K
|
3.51K
$157K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.62KNew |
$217K - $240K
|
6.62K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 0.5% |
$295 - $326
|
1.8K
$80.1K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-588- 7.36% |
$19.3K - $21.3K
|
7.4K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.25K+ 6.87% |
$40.9K - $45.3K
|
19.5K
$867K
|
|