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 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-6.36KClosed |
$266K - $300K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-171Closed |
$7.15K - $8.07K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-454Closed |
$19K - $21.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-5.11KClosed |
$214K - $241K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.15KClosed |
$257K - $290K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-97.6KClosed |
$4.08M - $4.61M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-435Closed |
$18.2K - $20.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2Closed |
$71.2 - $84
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5.8KNew |
$206K - $244K
|
5.8K
$207K
|
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.44KClosed |
$229K - $270K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.33KNew |
$261K - $308K
|
7.33K
$261K
|
|
|
Jan 22, 2021
Q4 2020
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-79Closed |
$2.81K - $3.32K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-296Closed |
$9.62K - $10.9K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-26.4KClosed |
$858K - $972K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.43KClosed |
$241K - $273K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-180Closed |
$5.85K - $6.63K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-64.8KClosed |
$2.11M - $2.39M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
161KNew |
$5.25M - $5.94M
|
161K
$5.75M
|
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.22KClosed |
$202K - $229K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-130Closed |
$4.23K - $4.79K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 21, 2023
Q2 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-110Closed |
$2.89K - $3.61K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21- 44.68% |
$552 - $690
|
26
$926
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-524Closed |
$13.8K - $17.2K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.18KClosed |
$30.9K - $38.6K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-59.3KClosed |
$1.56M - $1.95M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-63.4KClosed |
$1.67M - $2.08M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
$32.9K - $41.1K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
SELL
|
- |
-12.6KClosed |
$332K - $415K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-108KClosed |
$2.83M - $3.53M
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14.6KClosed |
$383K - $478K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-8.7KClosed |
$214K - $322K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-503Closed |
$12.4K - $18.6K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-135Closed |
$3.33K - $5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.71KClosed |
$165K - $248K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
45KNew |
$1.11M - $1.67M
|
45K
$1.6M
|
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-17.9KClosed |
$441K - $662K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8.94KClosed |
$220K - $331K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.26KClosed |
$31K - $46.6K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-8.09KClosed |
$199K - $300K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-375Closed |
$11.6K - $12.9K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-7.73KClosed |
$239K - $266K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-340Closed |
$10.5K - $11.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-266Closed |
$8.48K - $9.42K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-784Closed |
$25K - $27.8K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-8Closed |
$255 - $283
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$31.1K - $34.9K
|
1.04K
$37.2K
|
|
|
Feb 07, 2019
Q4 2018
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-46KClosed |
$1.37M - $1.54M
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-46KClosed |
$1.37M - $1.54M
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.8KClosed |
$83.4K - $93.7K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Retirement Capital Strategies
|
SELL
|
- |
-9.4KClosed |
$280K - $314K
|
0
$0
|
|