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 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39New |
$1.18K - $1.28K
|
39
$1.39K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.19K+ 27.22% |
$66.3K - $71.8K
|
10.2K
$365K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.92K- 23.7% |
$88.5K - $95.9K
|
9.41K
$335K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.27K- 14.03% |
$68.7K - $74.4K
|
13.9K
$495K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.05K- 46.21% |
$183K - $199K
|
7.04K
$251K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 10.51% |
$35.3K - $38.2K
|
9.91K
$353K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
395+ 5.82% |
$12K - $13K
|
7.18K
$256K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2New |
$60.6 - $65.6
|
2
$71.3
|
|
| Q1 2023 | |||||||
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
358New |
$10.6K - $12.2K
|
358
$12.8K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
62.3KNew |
$1.84M - $2.12M
|
62.3K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-600- 6.45% |
$17.7K - $20.4K
|
8.7K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
546+ 1.78% |
$16.2K - $18.5K
|
31.3K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 7.81% |
$32.7K - $37.6K
|
13.1K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.24K+ 26.74% |
$95.9K - $110K
|
15.4K
$547K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.85K- 21.48% |
$54.6K - $62.7K
|
6.75K
$241K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
735+ 2722.22% |
$21.7K - $24.9K
|
762
$27.2K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.15KNew |
$34.1K - $39.1K
|
1.15K
$41K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
43New |
$1.27K - $1.46K
|
43
$1.53K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
19New |
$562 - $645
|
19
$677
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7K- 18.92% |
$207K - $238K
|
30K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
32New |
$947 - $1.09K
|
32
$1.14K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
514New |
$15.2K - $17.4K
|
514
$18.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.9KNew |
$1.09M - $1.25M
|
36.9K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 16.95% |
$296 - $339
|
69
$2.46K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.29KNew |
$186K - $213K
|
6.29K
$224K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
30.1KNew |
$889K - $1.02M
|
30.1K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.27KNew |
$37.6K - $43.1K
|
1.27K
$45.3K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11+ 2.72% |
$325 - $373
|
416
$14.8K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
290New |
$8.58K - $9.84K
|
290
$10.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
186+ 33.04% |
$5.5K - $6.31K
|
749
$26.7K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.08KNew |
$32.1K - $36.8K
|
1.08K
$38.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
223+ 1.46% |
$6.6K - $7.57K
|
15.5K
$552K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.1KNew |
$91.6K - $105K
|
3.1K
$110K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-28.5K- 76.96% |
$844K - $968K
|
8.54K
$304K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-447- 5.25% |
$13.2K - $15.2K
|
8.07K
$287K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.4KNew |
$368K - $422K
|
12.4K
$443K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 17.95% |
$1.04K - $1.19K
|
160
$5.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
122+ 4.76% |
$3.61K - $4.14K
|
2.69K
$95.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
33New |
$976 - $1.12K
|
33
$1.18K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3.03K- 84.25% |
$89.7K - $103K
|
567
$20.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
645New |
$19.1K - $21.9K
|
645
$23K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$740 - $849
|
25
$891
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-3.03K- 84.25% |
$89.7K - $103K
|
567
$20.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-7.59K- 47.38% |
$225K - $258K
|
8.43K
$300K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-454- 3.79% |
$13.4K - $15.4K
|
11.5K
$411K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
183+ 44.2% |
$5.41K - $6.21K
|
597
$21.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-43.6K- 80.63% |
$1.29M - $1.48M
|
10.5K
$373K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.86K+ 5.23% |
$173K - $199K
|
118K
$4.2M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-27.4KClosed |
$735K - $863K
|
0
$0
|
|