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 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
358+ 0.73% |
$12K - $13.5K
|
49.3K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.33K- 13.15% |
$44.5K - $50.2K
|
8.8K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-401- 0.94% |
$13.4K - $15.1K
|
42.5K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.93K- 51.53% |
$164K - $185K
|
4.63K
$165K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
59+ 39.33% |
$1.97K - $2.22K
|
209
$7.45K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-61- 0.14% |
$2.04K - $2.3K
|
43.8K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.67K- 5.81% |
$256K - $289K
|
124K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-118- 1.78% |
$3.94K - $4.44K
|
6.5K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.69KNew |
$223K - $252K
|
6.69K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-49.4K- 53.4% |
$1.65M - $1.86M
|
43.1K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
99.7KNew |
$3.33M - $3.76M
|
99.7K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
21+ 0.32% |
$701 - $791
|
6.49K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.82K- 5.71% |
$127K - $144K
|
63K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-47.8K- 12.44% |
$1.6M - $1.8M
|
336K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 71.05% |
$441K - $498K
|
31.8K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
60.1K+ 1.06% |
$2.01M - $2.26M
|
5.74M
$204M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.7K- 9.15% |
$190K - $214K
|
56.5K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35+ 63.64% |
$1.17K - $1.32K
|
90
$3.21K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
220+ 4.09% |
$7.35K - $8.29K
|
5.6K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-591- 8.44% |
$19.7K - $22.3K
|
6.42K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-71K- 77.75% |
$2.37M - $2.67M
|
20.3K
$723K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.95KNew |
$64.9K - $73.2K
|
1.95K
$69.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
325New |
$10.9K - $12.2K
|
325
$11.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-617- 8.75% |
$20.6K - $23.2K
|
6.44K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
663+ 0.98% |
$22.1K - $25K
|
68K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-191- 1.94% |
$6.38K - $7.19K
|
9.65K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
807+ 1.86% |
$26.9K - $30.4K
|
44.2K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.45KNew |
$215K - $243K
|
6.45K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.45K+ 6.44% |
$149K - $168K
|
73.6K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-38- 2.64% |
$1.27K - $1.43K
|
1.4K
$49.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-535- 1.75% |
$17.9K - $20.1K
|
30.1K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
113KNew |
$3.79M - $4.27M
|
113K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-103- 5.02% |
$3.44K - $3.88K
|
1.95K
$69.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
180+ 9.21% |
$6.01K - $6.78K
|
2.14K
$76.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
14+ 0.16% |
$467 - $527
|
8.72K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-42- 0.62% |
$1.4K - $1.58K
|
6.74K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.27KNew |
$176K - $198K
|
5.27K
$188K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.7% |
$33.4 - $37.7
|
38
$1.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.65K+ 7.9% |
$55K - $62K
|
22.5K
$801K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.96KNew |
$165K - $187K
|
4.96K
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
211+ 3.58% |
$7.05K - $7.95K
|
6.11K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.66K+ 9.52% |
$289K - $326K
|
99.6K
$3.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
142+ 0.33% |
$4.74K - $5.35K
|
43.8K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.52K+ 72.54% |
$84.1K - $94.8K
|
5.99K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 17.16% |
$65.9K - $74.3K
|
13.5K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-28- 9.12% |
$935 - $1.05K
|
279
$9.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
295+ 6.42% |
$9.85K - $11.1K
|
4.89K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-138- 7.75% |
$4.61K - $5.2K
|
1.64K
$58.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.42K- 14.03% |
$47.5K - $53.6K
|
8.71K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
96+ 0.52% |
$3.21K - $3.62K
|
18.5K
$659K
|