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 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
536+ 5.43% |
$20.9K - $23.3K
|
10.4K
$464K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
522+ 3.91% |
$20.4K - $22.7K
|
13.9K
$619K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
470+ 35.96% |
$18.4K - $20.4K
|
1.78K
$79.2K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
455+ 34.34% |
$17.8K - $19.8K
|
1.78K
$79.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
452+ 6.32% |
$17.7K - $19.6K
|
7.6K
$339K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
429+ 1.5% |
$16.8K - $18.6K
|
29.1K
$1.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
420+ 7.29% |
$16.4K - $18.2K
|
6.19K
$276K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
385+ 5.94% |
$15K - $16.7K
|
6.87K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
345+ 4.34% |
$13.5K - $15K
|
8.29K
$370K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
336+ 5.03% |
$13.1K - $14.6K
|
7.02K
$313K
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
BUY
|
- |
333+ 1.68% |
$13K - $14.5K
|
20.2K
$901K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
276+ 0.76% |
$10.8K - $12K
|
36.8K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
226+ 3.07% |
$8.83K - $9.81K
|
7.58K
$338K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
210+ 1.01% |
$8.2K - $9.12K
|
20.9K
$932K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
206+ 1.11% |
$8.05K - $8.94K
|
18.8K
$840K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
200+ 32.05% |
$7.81K - $8.68K
|
824
$36.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
198+ 3.38% |
$7.73K - $8.6K
|
6.06K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
168+ 0.59% |
$6.56K - $7.29K
|
28.5K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
165New |
$6.44K - $7.16K
|
165
$7.36K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
151+ 1.84% |
$5.9K - $6.56K
|
8.34K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
149+ 1.41% |
$5.82K - $6.47K
|
10.7K
$478K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
145+ 0.36% |
$5.66K - $6.3K
|
40.6K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
135+ 0.55% |
$5.27K - $5.86K
|
24.7K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
123+ 3.15% |
$4.8K - $5.34K
|
4.03K
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
120New |
$4.69K - $5.21K
|
120
$5.35K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
113+ 0.85% |
$4.41K - $4.91K
|
13.4K
$598K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
112+ 0.32% |
$4.37K - $4.86K
|
34.9K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
112+ 8.47% |
$4.37K - $4.86K
|
1.44K
$64K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
108+ 1.72% |
$4.22K - $4.69K
|
6.41K
$286K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
104+ 0.67% |
$4.06K - $4.52K
|
15.7K
$699K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
100+ 0.59% |
$3.91K - $4.34K
|
17K
$760K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
100+ 0.47% |
$3.91K - $4.34K
|
21.2K
$946K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
88New |
$3.44K - $3.82K
|
88
$3.92K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
86+ 0.23% |
$3.36K - $3.73K
|
38K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 92.22% |
$3.24K - $3.6K
|
173
$7.71K
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
76+ 0.07% |
$2.97K - $3.3K
|
110K
$4.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
76+ 3.71% |
$2.97K - $3.3K
|
2.13K
$94.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
58+ 44.62% |
$2.27K - $2.52K
|
188
$8.38K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
51+ 0.33% |
$1.99K - $2.21K
|
15.7K
$701K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
37+ 0.37% |
$1.45K - $1.61K
|
10K
$447K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
36+ 0.31% |
$1.41K - $1.56K
|
11.8K
$526K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
36+ 0.16% |
$1.41K - $1.56K
|
22.9K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
34+ 5.69% |
$1.33K - $1.48K
|
632
$28.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
32+ 0.49% |
$1.25K - $1.39K
|
6.59K
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.37% |
$1.13K - $1.26K
|
7.86K
$350K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
27New |
$1.05K - $1.17K
|
27
$1.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
26New |
$1.02K - $1.13K
|
26
$1.16K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
24+ 0.27% |
$937 - $1.04K
|
8.91K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
23+ 92.0% |
$898 - $999
|
48
$2.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$898 - $999
|
23
$1.03K
|
|