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 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-509- 3.68% |
$17K - $19.2K
|
13.3K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.41K+ 25.36% |
$147K - $166K
|
21.8K
$776K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8.09K- 8.79% |
$270K - $305K
|
84K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-266- 10.7% |
$8.88K - $10K
|
2.22K
$79.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.54K- 4.83% |
$218K - $246K
|
129K
$4.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.78K- 15.39% |
$92.9K - $105K
|
15.3K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
14.3KNew |
$478K - $539K
|
14.3K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.11KNew |
$304K - $343K
|
9.11K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.14KNew |
$205K - $231K
|
6.14K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-15- 0.24% |
$501 - $565
|
6.18K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-741- 4.8% |
$24.7K - $27.9K
|
14.7K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.92K- 28.66% |
$131K - $148K
|
9.75K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-115- 1.33% |
$3.84K - $4.33K
|
8.53K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 23.14% |
$404K - $455K
|
64.3K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-14.5K- 3.14% |
$485K - $547K
|
447K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.38K+ 5.59% |
$46.2K - $52.1K
|
26.1K
$931K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-11.1K- 21.39% |
$371K - $419K
|
40.9K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
370+ 6.1% |
$12.4K - $13.9K
|
6.44K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
234+ 2.28% |
$7.81K - $8.81K
|
10.5K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.79% |
$36.7K - $41.4K
|
38.3K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.66K+ 41.46% |
$156K - $176K
|
15.9K
$567K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31+ 4.59% |
$1.04K - $1.17K
|
707
$25.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-144- 0.2% |
$4.81K - $5.42K
|
70.8K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33.4K- 6.54% |
$1.12M - $1.26M
|
477K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
201+ 0.65% |
$6.71K - $7.57K
|
31.2K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.35K+ 22.73% |
$45.1K - $50.8K
|
7.29K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
303+ 0.61% |
$10.1K - $11.4K
|
50.2K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
798+ 3.16% |
$26.6K - $30.1K
|
26.1K
$928K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-610- 1.28% |
$20.4K - $23K
|
47.2K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-189- 0.85% |
$6.31K - $7.12K
|
22.1K
$786K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
2.37K+ 13.4% |
$79.1K - $89.3K
|
20.1K
$714K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.06K- 0.69% |
$68.9K - $77.7K
|
297K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.42KNew |
$80.8K - $91.1K
|
2.42K
$86.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.84K+ 14.91% |
$262K - $295K
|
60.4K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-55- 0.99% |
$1.84K - $2.07K
|
5.53K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
790+ 2.51% |
$26.4K - $29.8K
|
32.2K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.95K- 10.5% |
$65.2K - $73.5K
|
16.7K
$593K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.4K- 18.13% |
$180K - $203K
|
24.4K
$869K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.21KNew |
$73.8K - $83.2K
|
2.21K
$78.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.54K- 16.17% |
$118K - $133K
|
18.3K
$653K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 0.21% |
$801 - $904
|
11.2K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23.1KNew |
$772K - $871K
|
23.1K
$824K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 17.45% |
$66K - $74.4K
|
13.3K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
61+ 0.77% |
$2.04K - $2.3K
|
7.99K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
361+ 4.57% |
$12.1K - $13.6K
|
8.26K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
590+ 479.67% |
$19.7K - $22.2K
|
713
$25.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-457- 3.43% |
$15.3K - $17.2K
|
12.9K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11- 45.83% |
$367 - $414
|
13
$463
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.86K- 31.85% |
$196K - $221K
|
12.5K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8New |
$267 - $301
|
8
$285
|