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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.43KNew |
$215K - $242K
|
6.43K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.52K- 80.6% |
$151K - $170K
|
1.09K
$38.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-69- 0.74% |
$2.3K - $2.6K
|
9.29K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
161+ 0.91% |
$5.38K - $6.06K
|
17.9K
$637K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.31K- 17.67% |
$43.6K - $49.1K
|
6.08K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-331- 3.61% |
$11.1K - $12.5K
|
8.85K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-36- 1.97% |
$1.2K - $1.36K
|
1.79K
$63.7K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-80- 2.34% |
$2.67K - $3.01K
|
3.34K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.33K- 4.6% |
$44.5K - $50.2K
|
27.7K
$985K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.8K- 6.16% |
$194K - $219K
|
88.4K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
130+ 1.27% |
$4.34K - $4.9K
|
10.4K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
438+ 2.95% |
$14.6K - $16.5K
|
15.3K
$545K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
291+ 2.0% |
$9.72K - $11K
|
14.8K
$529K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
748+ 10.39% |
$25K - $28.2K
|
7.95K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60K- 18.14% |
$2M - $2.26M
|
271K
$9.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.08K- 9.81% |
$203K - $229K
|
55.9K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.3KNew |
$409K - $462K
|
12.3K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 3.14% |
$68.2K - $76.9K
|
63K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-234- 1.0% |
$7.81K - $8.81K
|
23.3K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
233+ 0.91% |
$7.78K - $8.77K
|
25.9K
$922K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
481+ 2.68% |
$16.1K - $18.1K
|
18.4K
$656K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.42% |
$1.74K - $1.96K
|
12.3K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-561- 86.84% |
$18.7K - $21.1K
|
85
$3.03K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.48K+ 22.12% |
$49.4K - $55.7K
|
8.17K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
108+ 0.87% |
$3.61K - $4.07K
|
12.5K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 0.47% |
$467 - $527
|
3K
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-544- 3.16% |
$18.2K - $20.5K
|
16.7K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
106+ 1.45% |
$3.54K - $3.99K
|
7.39K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-119- 1.7% |
$3.97K - $4.48K
|
6.89K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 0.37% |
$735 - $829
|
6.04K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.01K+ 5.92% |
$67.2K - $75.8K
|
36.1K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
7.04KNew |
$235K - $265K
|
7.04K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.79KNew |
$227K - $256K
|
6.79K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-81- 5.59% |
$2.7K - $3.05K
|
1.37K
$48.7K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 3.2% |
$59K - $66.5K
|
53.5K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
26New |
$868 - $979
|
26
$926
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
25+ 0.42% |
$835 - $941
|
6.01K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.84K+ 5.68% |
$262K - $295K
|
146K
$5.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.13K+ 20.74% |
$71.3K - $80.4K
|
12.4K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 22.48% |
$70.9K - $80K
|
7.33K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
138New |
$4.61K - $5.2K
|
138
$4.92K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.65K+ 8.07% |
$55.1K - $62.1K
|
22.1K
$787K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
274New |
$9.15K - $10.3K
|
274
$9.76K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.53K+ 19.75% |
$84.5K - $95.4K
|
15.4K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
26New |
$868 - $979
|
26
$926
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.05K+ 2.02% |
$102K - $115K
|
154K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.2K+ 10.09% |
$107K - $121K
|
34.9K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.54K- 4.51% |
$51.6K - $58.1K
|
32.7K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
214+ 2.93% |
$7.15K - $8.06K
|
7.53K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
442+ 2.79% |
$14.8K - $16.6K
|
16.3K
$580K
|