Latest Institutional Purchases of Ishares, Inc. Ishares Esg Awar (ESGE)
This list provides information on the latest institutional transactions involving Ishares, Inc. Ishares Esg Awar (ESGE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.54K+ 2.46% |
$49.5K - $57.3K
|
64.2K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.54K+ 1.1% |
$49.4K - $57.3K
|
142K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 2.61% |
$48.9K - $56.6K
|
60K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.46K+ 0.98% |
$46.9K - $54.3K
|
151K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.37K+ 14.17% |
$43.8K - $50.7K
|
11K
$375K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.37K+ 14.02% |
$43.8K - $50.7K
|
11.1K
$379K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.35K+ 2.79% |
$43.4K - $50.2K
|
49.9K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.35K+ 8.15% |
$43.3K - $50.1K
|
17.9K
$611K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.35K+ 5.08% |
$43.3K - $50.1K
|
27.9K
$951K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.33K+ 15.11% |
$42.6K - $49.4K
|
10.1K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.21KNew |
$38.8K - $45K
|
1.21K
$41.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 3.98% |
$38.2K - $44.3K
|
31.2K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.18K+ 11.83% |
$37.9K - $43.9K
|
11.2K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.17K+ 6.79% |
$37.5K - $43.4K
|
18.4K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.14K+ 2.8% |
$36.6K - $42.4K
|
41.9K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.13K+ 9.02% |
$36.2K - $42K
|
13.7K
$466K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.09K+ 13.48% |
$34.9K - $40.4K
|
9.18K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.07K+ 1.87% |
$34.3K - $39.8K
|
58.4K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06K+ 1.84% |
$34K - $39.3K
|
58.8K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
981+ 8.39% |
$31.4K - $36.4K
|
12.7K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
921+ 0.43% |
$29.5K - $34.2K
|
213K
$7.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
916+ 2.0% |
$29.3K - $34K
|
46.8K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
899+ 2.99% |
$28.8K - $33.4K
|
31K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
855+ 12.28% |
$27.4K - $31.7K
|
7.82K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
848+ 98.6% |
$27.2K - $31.5K
|
1.71K
$58.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
822+ 1.71% |
$26.3K - $30.5K
|
49K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
765+ 7.17% |
$24.5K - $28.4K
|
11.4K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
755+ 2.67% |
$24.2K - $28K
|
29K
$988K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
749New |
$24K - $27.8K
|
749
$25.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
709+ 44.04% |
$22.7K - $26.3K
|
2.32K
$79.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
700+ 11.09% |
$22.4K - $26K
|
7.01K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
688+ 7.58% |
$22K - $25.5K
|
9.77K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
667+ 3.96% |
$21.4K - $24.8K
|
17.5K
$596K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
625+ 1.22% |
$20K - $23.2K
|
52K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
621+ 5.84% |
$19.9K - $23K
|
11.2K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
593+ 1.39% |
$19K - $22K
|
43.1K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
591+ 37.91% |
$18.9K - $21.9K
|
2.15K
$73.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
583+ 1.74% |
$18.7K - $21.6K
|
34K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
581New |
$18.6K - $21.6K
|
581
$19.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
524+ 4.14% |
$16.8K - $19.4K
|
13.2K
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
501+ 5.36% |
$16.1K - $18.6K
|
9.84K
$336K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
494New |
$15.8K - $18.3K
|
494
$16.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
490+ 3.49% |
$15.7K - $18.2K
|
14.5K
$496K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
485+ 0.65% |
$15.5K - $18K
|
75.5K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
480+ 1.82% |
$15.4K - $17.8K
|
26.8K
$914K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
476+ 1.81% |
$15.3K - $17.7K
|
26.7K
$911K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
474+ 3.23% |
$15.2K - $17.6K
|
15.1K
$517K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
389+ 4.66% |
$12.5K - $14.4K
|
8.74K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
374+ 1.53% |
$12K - $13.9K
|
24.7K
$844K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
365+ 2.36% |
$11.7K - $13.5K
|
15.8K
$540K
|