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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
8.05KNew |
$251K - $277K
|
8.05K
$269K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.56KNew |
$204K - $225K
|
6.56K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.04KNew |
$188K - $207K
|
6.04K
$202K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6KNew |
$187K - $206K
|
6K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.28K+ 51.53% |
$164K - $181K
|
15.5K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.93K+ 4.95% |
$91.2K - $101K
|
62.1K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.56K+ 19.52% |
$79.6K - $87.9K
|
15.7K
$524K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.75KNew |
$54.6K - $60.2K
|
1.75K
$58.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.46KNew |
$45.6K - $50.3K
|
1.46K
$49K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.12KNew |
$35K - $38.6K
|
1.12K
$37.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
882+ 8.08% |
$27.5K - $30.3K
|
11.8K
$395K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
636New |
$19.8K - $21.9K
|
636
$21.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
235New |
$7.32K - $8.07K
|
235
$7.87K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
151+ 13.63% |
$4.7K - $5.19K
|
1.26K
$42.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
141New |
$4.39K - $4.84K
|
141
$4.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$2.12K - $2.34K
|
68
$2.28K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
48+ 2.64% |
$1.49K - $1.65K
|
1.87K
$62.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
43New |
$1.34K - $1.48K
|
43
$1.44K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
42New |
$1.31K - $1.44K
|
42
$1.41K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 32.53% |
$841 - $928
|
110
$3.68K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11+ 17.74% |
$343 - $378
|
73
$2.44K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.71% |
$93.4 - $103
|
428
$14.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.25% |
$31.1 - $34.4
|
81
$2.71K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.7% |
$31.1 - $34.4
|
144
$4.82K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
161K+ 2201.96% |
$4.84M - $5.26M
|
169K
$5.65M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.8KNew |
$503K - $547K
|
16.8K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 129.32% |
$485K - $528K
|
28.7K
$961K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.6KNew |
$409K - $444K
|
13.6K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
13.6KNew |
$407K - $442K
|
13.6K
$454K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
13.1K+ 431.14% |
$393K - $427K
|
16.1K
$540K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
12.2KNew |
$367K - $398K
|
12.2K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
7.69KNew |
$230K - $250K
|
7.69K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
6.72KNew |
$202K - $219K
|
6.72K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.52K+ 4.4% |
$45.6K - $49.6K
|
36.1K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
559New |
$16.8K - $18.2K
|
559
$18.7K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
504New |
$15.1K - $16.4K
|
504
$16.9K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
299+ 4.13% |
$8.97K - $9.74K
|
7.53K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
229New |
$6.87K - $7.46K
|
229
$7.67K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
210+ 2.49% |
$6.3K - $6.84K
|
8.64K
$289K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
210New |
$6.3K - $6.84K
|
210
$7.03K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200New |
$6K - $6.52K
|
200
$6.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
178New |
$5.34K - $5.8K
|
178
$5.96K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
106+ 13.04% |
$3.18K - $3.45K
|
919
$30.8K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
104+ 16.07% |
$3.12K - $3.39K
|
751
$25.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
85New |
$2.55K - $2.77K
|
85
$2.85K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
38New |
$1.14K - $1.24K
|
38
$1.27K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$60 - $65.2
|
2
$67
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
102KNew |
$2.99M - $3.27M
|
102K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.8KNew |
$638K - $699K
|
21.8K
$730K
|
|