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 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.26K+ 12.19% |
$42K - $47.4K
|
11.6K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
407+ 2.0% |
$13.6K - $15.3K
|
20.8K
$740K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
596+ 61.83% |
$19.9K - $22.4K
|
1.56K
$55.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 47.77% |
$394K - $444K
|
36.5K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
86+ 1.03% |
$2.87K - $3.24K
|
8.41K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.03K+ 2.86% |
$235K - $265K
|
253K
$9.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-342- 3.08% |
$11.4K - $12.9K
|
10.8K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
972+ 9.31% |
$32.5K - $36.6K
|
11.4K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.17K+ 3.18% |
$72.4K - $81.6K
|
70.3K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
21New |
$701 - $791
|
21
$748
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
688+ 2.55% |
$23K - $25.9K
|
27.7K
$988K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
697+ 1.81% |
$23.3K - $26.2K
|
39.2K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-655- 5.8% |
$21.9K - $24.7K
|
10.6K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-546- 7.39% |
$18.2K - $20.6K
|
6.84K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
48New |
$1.6K - $1.81K
|
48
$1.71K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-207- 0.66% |
$6.91K - $7.8K
|
30.9K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.2K+ 7.25% |
$39.9K - $45K
|
17.7K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.7K- 1.06% |
$56.8K - $64.1K
|
159K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
518+ 4.05% |
$17.3K - $19.5K
|
13.3K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.55K- 1.83% |
$85K - $95.8K
|
137K
$4.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.21K- 46.08% |
$174K - $196K
|
6.09K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 2.08% |
$100 - $113
|
147
$5.24K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.58K- 19.71% |
$120K - $135K
|
14.6K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-78- 2.16% |
$2.6K - $2.94K
|
3.53K
$126K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-240- 2.75% |
$8.01K - $9.04K
|
8.5K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
347+ 3.03% |
$11.6K - $13.1K
|
11.8K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-214- 0.46% |
$7.15K - $8.06K
|
46.5K
$1.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 0.23% |
$100 - $113
|
1.29K
$45.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$33.4 - $37.7
|
17.4K
$620K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.23K- 96.03% |
$74.4K - $83.9K
|
92
$3.28K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 10.04% |
$77.2K - $87.1K
|
20.7K
$739K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
217+ 6.11% |
$7.25K - $8.17K
|
3.77K
$134K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
35+ 0.4% |
$1.17K - $1.32K
|
8.68K
$309K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$66.8 - $75.3
|
111
$3.95K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.91KNew |
$297K - $335K
|
8.91K
$317K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-965- 3.1% |
$32.2K - $36.3K
|
30.1K
$1.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
2.79K+ 0.91% |
$93.2K - $105K
|
311K
$11.1M
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
6.83KNew |
$219K - $253K
|
6.83K
$243K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.32% |
$32 - $37.1
|
313
$11.2K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
180New |
$5.77K - $6.68K
|
180
$6.41K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
40.3K+ 202.39% |
$1.29M - $1.49M
|
60.2K
$2.14M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
24+ 0.35% |
$769 - $891
|
6.96K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-135- 85.44% |
$4.33K - $5.01K
|
23
$819
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
277+ 2.58% |
$8.88K - $10.3K
|
11K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.14KNew |
$261K - $302K
|
8.14K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-43- 21.39% |
$1.38K - $1.6K
|
158
$5.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-117- 0.79% |
$3.75K - $4.34K
|
14.8K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.83K+ 16.35% |
$58.6K - $67.9K
|
13K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.91K+ 6.09% |
$61.2K - $70.9K
|
33.3K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 116.33% |
$1.83K - $2.12K
|
106
$3.78K
|
|