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 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.73K+ 8.3% |
$91K - $103K
|
35.6K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
36.3K+ 0.59% |
$1.21M - $1.37M
|
6.18M
$220M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.17K- 26.76% |
$106K - $119K
|
8.67K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-223- 0.57% |
$7.45K - $8.4K
|
38.6K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.27K- 5.06% |
$42.4K - $47.8K
|
23.8K
$848K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 4.29% |
$643K - $725K
|
468K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6.62KNew |
$221K - $249K
|
6.62K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.98K- 18.26% |
$233K - $263K
|
31.3K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-682- 2.46% |
$22.8K - $25.7K
|
27.1K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.39K- 10.68% |
$46.4K - $52.4K
|
11.6K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
37.6KNew |
$1.25M - $1.41M
|
37.6K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
68+ 0.74% |
$2.27K - $2.56K
|
9.22K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.75K- 7.39% |
$58.3K - $65.8K
|
21.9K
$779K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
816+ 1.58% |
$27.2K - $30.7K
|
52.3K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.56K- 2.5% |
$252K - $285K
|
295K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.45K- 1.18% |
$282K - $318K
|
708K
$25.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
60.2K+ 155.94% |
$2.01M - $2.27M
|
98.8K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.46K+ 2.89% |
$82.1K - $92.6K
|
87.6K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.43K- 3.97% |
$47.7K - $53.8K
|
34.6K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.6K+ 14.85% |
$120K - $135K
|
27.8K
$991K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11K+ 41.03% |
$366K - $413K
|
37.7K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
164+ 1.09% |
$5.48K - $6.18K
|
15.2K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 34.62% |
$33.5K - $37.8K
|
3.9K
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-264- 0.35% |
$8.81K - $9.94K
|
75.2K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
182KNew |
$6.07M - $6.85M
|
182K
$6.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.67K- 0.37% |
$89.2K - $101K
|
723K
$25.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
537+ 3.41% |
$17.9K - $20.2K
|
16.3K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.17K- 4.09% |
$139K - $157K
|
97.6K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-762- 44.61% |
$25.4K - $28.7K
|
946
$33.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.44K+ 9.74% |
$48.1K - $54.2K
|
16.2K
$578K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-350- 1.52% |
$11.7K - $13.2K
|
22.7K
$808K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.8K- 71.74% |
$60.1K - $67.8K
|
709
$25.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 0.71% |
$2K - $2.26K
|
8.35K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.24KNew |
$242K - $273K
|
7.24K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
909+ 5.86% |
$30.4K - $34.2K
|
16.4K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.59K- 6.42% |
$86.5K - $97.5K
|
37.8K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8+ 1.62% |
$267 - $301
|
502
$17.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.76M- 96.82% |
$92.2M - $104M
|
90.6K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.84K- 1.99% |
$262K - $295K
|
387K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.1K+ 8.49% |
$104K - $117K
|
39.6K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
704+ 6.76% |
$23.5K - $26.5K
|
11.1K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.68K- 7.96% |
$256K - $289K
|
88.7K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
147+ 1.86% |
$4.91K - $5.54K
|
8.03K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
584+ 3.82% |
$19.5K - $22K
|
15.9K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
191KNew |
$6.37M - $7.19M
|
191K
$6.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-98- 0.83% |
$3.27K - $3.69K
|
11.7K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-735- 0.48% |
$24.5K - $27.7K
|
151K
$5.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-33.8K- 5.43% |
$1.13M - $1.27M
|
589K
$21M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.32K+ 9.57% |
$244K - $276K
|
83.8K
$2.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 0.54% |
$5.01K - $5.65K
|
27.8K
$989K
|