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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-169- 2.21% |
$5.64K - $6.36K
|
7.49K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-15.4K- 35.65% |
$513K - $579K
|
27.7K
$989K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
674New |
$22.5K - $25.4K
|
674
$24K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
67New |
$2.24K - $2.52K
|
67
$2.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
8.24KNew |
$275K - $310K
|
8.24K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
585+ 1.02% |
$19.5K - $22K
|
57.9K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29K- 38.6% |
$968K - $1.09M
|
46.1K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.79K- 0.86% |
$59.6K - $67.2K
|
207K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
268+ 1.49% |
$8.95K - $10.1K
|
18.2K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 1.43% |
$267 - $301
|
567
$20.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
630+ 0.05% |
$21K - $23.7K
|
1.26M
$45M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118K+ 6.03% |
$3.95M - $4.46M
|
2.08M
$74.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
484+ 92.19% |
$16.2K - $18.2K
|
1.01K
$36K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.44K+ 4.23% |
$48.1K - $54.2K
|
35.4K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
384New |
$12.8K - $14.5K
|
384
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 0.77% |
$3.34K - $3.77K
|
12.9K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
148K+ 142.8% |
$4.94M - $5.57M
|
252K
$8.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.62K- 9.77% |
$121K - $136K
|
33.4K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 7.78% |
$234 - $264
|
83
$2.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.09K- 4.58% |
$36.4K - $41.1K
|
22.7K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-883- 77.12% |
$29.5K - $33.3K
|
262
$9.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35+ 0.15% |
$1.17K - $1.32K
|
23.8K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
795+ 67.09% |
$26.5K - $29.9K
|
1.98K
$70.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14.3K+ 31.23% |
$477K - $538K
|
60.1K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
71.4KNew |
$2.38M - $2.69M
|
71.4K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.05K+ 2.04% |
$34.9K - $39.4K
|
52.2K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-26.8K- 31.59% |
$894K - $1.01M
|
58K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
774+ 17.56% |
$25.8K - $29.1K
|
5.18K
$185K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.44K- 26.79% |
$115K - $130K
|
9.4K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30+ 0.26% |
$1K - $1.13K
|
11.4K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
842K+ 100.85% |
$28.1M - $31.7M
|
1.68M
$59.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-59- 0.32% |
$1.97K - $2.22K
|
18.7K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.6K+ 0.92% |
$1.05M - $1.19M
|
3.46M
$123M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 10.39% |
$60.7K - $68.5K
|
19.3K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
274+ 219.2% |
$9.15K - $10.3K
|
399
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
390+ 51.45% |
$13K - $14.7K
|
1.15K
$40.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.8K+ 7.0% |
$628K - $708K
|
287K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
16.2K+ 10.32% |
$542K - $611K
|
173K
$6.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
231+ 2.29% |
$7.71K - $8.7K
|
10.3K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-558- 0.15% |
$18.6K - $21K
|
368K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-20- 0.18% |
$668 - $753
|
11.2K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
339+ 2.64% |
$11.3K - $12.8K
|
13.2K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-399- 2.37% |
$13.3K - $15K
|
16.4K
$585K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-767- 1.64% |
$25.6K - $28.9K
|
46.1K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.6K+ 1.38% |
$1.16M - $1.3M
|
2.54M
$90.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16+ 0.16% |
$534 - $603
|
9.78K
$348K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
143+ 1.33% |
$4.77K - $5.39K
|
10.9K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.8K+ 7.92% |
$1.5M - $1.69M
|
611K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 10.88% |
$3.66M - $4.13M
|
1.12M
$39.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-834- 5.54% |
$27.8K - $31.4K
|
14.2K
$507K
|