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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-135- 0.21% |
$4.05K - $4.4K
|
63.1K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 0.5% |
$270 - $293
|
1.78K
$63.4K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
13.6KNew |
$407K - $442K
|
13.6K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200New |
$6K - $6.52K
|
200
$7.13K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
104+ 16.07% |
$3.12K - $3.39K
|
751
$26.8K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.89K- 51.13% |
$207K - $225K
|
6.59K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.55K- 4.49% |
$106K - $116K
|
75.5K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 129.32% |
$485K - $528K
|
28.7K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-500- 30.64% |
$15K - $16.3K
|
1.13K
$40.3K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
229New |
$6.87K - $7.46K
|
229
$8.16K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$60 - $65.2
|
2
$71.3
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
504New |
$15.1K - $16.4K
|
504
$18K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.96K- 47.38% |
$179K - $194K
|
6.62K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
7.69KNew |
$230K - $250K
|
7.69K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-150- 32.05% |
$4.5K - $4.89K
|
318
$11.3K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 3.26% |
$390 - $424
|
386
$13.8K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
299+ 4.13% |
$8.97K - $9.74K
|
7.53K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 19.08% |
$1.5K - $1.63K
|
212
$7.55K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.6KNew |
$409K - $444K
|
13.6K
$486K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.36K- 24.26% |
$131K - $142K
|
13.6K
$485K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.17K- 14.99% |
$35.1K - $38.2K
|
6.65K
$237K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-24.1K- 78.21% |
$723K - $786K
|
6.72K
$239K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
38New |
$1.14K - $1.24K
|
38
$1.35K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
559New |
$16.8K - $18.2K
|
559
$19.9K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
12.2KNew |
$367K - $398K
|
12.2K
$436K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.7K- 5.66% |
$51.1K - $55.5K
|
28.4K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
6.72KNew |
$202K - $219K
|
6.72K
$239K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
13.1K+ 431.14% |
$393K - $427K
|
16.1K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.8KNew |
$503K - $547K
|
16.8K
$597K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-410- 97.85% |
$12.3K - $13.4K
|
9
$321
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
210+ 2.49% |
$6.3K - $6.84K
|
8.64K
$308K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-10.6K- 59.64% |
$319K - $346K
|
7.19K
$256K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
85New |
$2.55K - $2.77K
|
85
$3.03K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-800- 80.32% |
$24K - $26.1K
|
196
$6.98K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-13.7K- 51.45% |
$410K - $446K
|
12.9K
$460K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
178New |
$5.34K - $5.8K
|
178
$6.34K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
106+ 13.04% |
$3.18K - $3.45K
|
919
$32.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.52K+ 4.4% |
$45.6K - $49.6K
|
36.1K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
210New |
$6.3K - $6.84K
|
210
$7.48K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
207+ 162.99% |
$6.06K - $6.64K
|
334
$11.9K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.56KNew |
$45.7K - $50.1K
|
1.56K
$55.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
648New |
$19K - $20.8K
|
648
$23.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
102KNew |
$2.99M - $3.27M
|
102K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$200K - $219K
|
6.83K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
506New |
$14.8K - $16.2K
|
506
$18K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
152New |
$4.45K - $4.87K
|
152
$5.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.42K- 18.16% |
$41.5K - $45.5K
|
6.4K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.18K- 6.23% |
$63.7K - $69.8K
|
32.7K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-17.8K- 22.43% |
$520K - $569K
|
61.4K
$2.19M
|
|