Purchases and Sales Made in Q1 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES, INC. ISHARES ESG AWAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.27KNew |
$37.6K - $43.1K
|
1.27K
$45.3K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.25KNew |
$36.9K - $42.4K
|
1.25K
$44.5K
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.2K+ 14.1% |
$35.5K - $40.8K
|
9.72K
$346K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.19K+ 6.62% |
$35.3K - $40.5K
|
19.2K
$684K
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.15KNew |
$34.1K - $39.1K
|
1.15K
$41K
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.15K+ 0.4% |
$34.1K - $39.1K
|
286K
$10.2M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.13K+ 6.34% |
$33.3K - $38.2K
|
18.9K
$673K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.08KNew |
$32.1K - $36.8K
|
1.08K
$38.6K
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
984+ 8.12% |
$29.1K - $33.4K
|
13.1K
$467K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
947+ 13.27% |
$28K - $32.1K
|
8.08K
$288K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
842+ 18.01% |
$24.9K - $28.6K
|
5.52K
$197K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
823+ 2.0% |
$24.3K - $27.9K
|
42.1K
$1.5M
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
809+ 4.96% |
$23.9K - $27.5K
|
17.1K
$610K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
800+ 2.38% |
$23.7K - $27.2K
|
34.4K
$1.23M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
797+ 44.53% |
$23.6K - $27.1K
|
2.59K
$92.2K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
790+ 7.93% |
$23.4K - $26.8K
|
10.8K
$383K
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
770+ 7.53% |
$22.8K - $26.1K
|
11K
$392K
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
770+ 8.28% |
$22.8K - $26.1K
|
10.1K
$359K
|
|
May 15, 2023
Q1 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
746+ 226.06% |
$22.1K - $25.3K
|
1.08K
$38.3K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
735+ 2722.22% |
$21.7K - $24.9K
|
762
$27.2K
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
717+ 4.76% |
$21.2K - $24.3K
|
15.8K
$562K
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
702+ 1.06% |
$20.8K - $23.8K
|
67K
$2.39M
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
700+ 8.01% |
$20.7K - $23.8K
|
9.44K
$336K
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 1.97% |
$20.7K - $23.8K
|
36.3K
$1.29M
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
699+ 9.41% |
$20.7K - $23.7K
|
8.13K
$290K
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
683+ 4.14% |
$20.2K - $23.2K
|
17.2K
$612K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
672+ 5.55% |
$19.9K - $22.8K
|
12.8K
$456K
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
653+ 31.38% |
$19.3K - $22.2K
|
2.73K
$97.4K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
645New |
$19.1K - $21.9K
|
645
$23K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
643New |
$19K - $21.8K
|
643
$22.9K
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
638+ 3.12% |
$18.9K - $21.7K
|
21.1K
$752K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
637+ 3.93% |
$18.8K - $21.6K
|
16.9K
$600K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
632+ 12.04% |
$18.7K - $21.5K
|
5.88K
$209K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
631+ 77.05% |
$18.7K - $21.4K
|
1.45K
$51.7K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
605+ 3.17% |
$17.9K - $20.5K
|
19.7K
$701K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
589+ 3.78% |
$17.4K - $20K
|
16.2K
$576K
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
579+ 4.1% |
$17.1K - $19.7K
|
14.7K
$524K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
571+ 3.21% |
$16.9K - $19.4K
|
18.4K
$654K
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
546+ 1.78% |
$16.2K - $18.5K
|
31.3K
$1.11M
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
541+ 7.06% |
$16K - $18.4K
|
8.21K
$292K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
532+ 0.24% |
$15.7K - $18.1K
|
218K
$7.78M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
531+ 6.3% |
$15.7K - $18K
|
8.96K
$319K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
519+ 0.09% |
$15.4K - $17.6K
|
572K
$20.4M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
514New |
$15.2K - $17.4K
|
514
$18.3K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
480New |
$14.2K - $16.3K
|
480
$17.1K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
461+ 6.36% |
$13.6K - $15.6K
|
7.71K
$275K
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
439+ 3.32% |
$13K - $14.9K
|
13.7K
$487K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
428+ 0.48% |
$12.7K - $14.5K
|
89.4K
$3.19M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
395+ 0.76% |
$11.7K - $13.4K
|
52.7K
$1.88M
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
387+ 3.21% |
$11.4K - $13.1K
|
12.4K
$443K
|