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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
21New |
$820 - $912
|
21
$936
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19+ 0.04% |
$742 - $825
|
47.7K
$2.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18+ 15.65% |
$703 - $782
|
133
$5.93K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15+ 0.16% |
$586 - $651
|
9.29K
$414K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
15New |
$586 - $651
|
15
$669
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
13New |
$508 - $564
|
13
$580
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.11% |
$352 - $391
|
8.38K
$373K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 0.39% |
$39.1 - $43.4
|
259
$11.5K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
3.8M+ 485.32% |
$117M - $149M
|
4.59M
$205M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
484K+ 2468.2% |
$14.9M - $19M
|
504K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
398K+ 261.92% |
$12.3M - $15.6M
|
550K
$24.5M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
77.6K+ 41064.02% |
$2.4M - $3.04M
|
77.8K
$3.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
30.1KNew |
$929K - $1.18M
|
30.1K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$559K - $709K
|
18.1K
$807K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
10.2KNew |
$313K - $398K
|
10.2K
$453K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6.44KNew |
$199K - $252K
|
6.44K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.99K+ 45.03% |
$185K - $235K
|
19.3K
$861K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.96KNew |
$184K - $233K
|
5.96K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.59KNew |
$173K - $219K
|
5.59K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.27KNew |
$163K - $207K
|
5.27K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
5.22KNew |
$161K - $204K
|
5.22K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.14KNew |
$159K - $201K
|
5.14K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.13KNew |
$158K - $201K
|
5.13K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.14K+ 30.02% |
$128K - $162K
|
17.9K
$799K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.45K+ 14.8% |
$106K - $135K
|
26.7K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.79K+ 39.49% |
$86.2K - $109K
|
9.87K
$440K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.29K+ 54.04% |
$70.8K - $89.8K
|
6.54K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.78KNew |
$54.9K - $69.7K
|
1.78K
$79.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.74KNew |
$53.8K - $68.2K
|
1.74K
$77.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.68KNew |
$51.9K - $65.9K
|
1.68K
$75K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.43K+ 21.32% |
$44.2K - $56.1K
|
8.15K
$364K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.29KNew |
$39.9K - $50.6K
|
1.29K
$57.7K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.1KNew |
$34K - $43.1K
|
1.1K
$49K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
518New |
$16K - $20.3K
|
518
$23.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
435New |
$13.4K - $17K
|
435
$19.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
428New |
$13.2K - $16.8K
|
428
$19.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
365+ 2.83% |
$11.3K - $14.3K
|
13.3K
$592K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
323New |
$9.97K - $12.7K
|
323
$14.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
267New |
$8.24K - $10.5K
|
267
$11.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
214New |
$6.61K - $8.38K
|
214
$9.54K
|
|