Purchases and Sales Made in Q2 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.5K+ 33.52% |
$347K - $376K
|
45.7K
$1.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.4K+ 9.58% |
$346K - $375K
|
131K
$4.65M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
10.6K+ 1.86% |
$322K - $349K
|
582K
$20.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.5K+ 3.7% |
$317K - $343K
|
293K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.4KNew |
$315K - $341K
|
10.4K
$370K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10K+ 76.83% |
$304K - $329K
|
23.1K
$822K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9.77K+ 72.02% |
$296K - $321K
|
23.3K
$832K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.37K+ 13.47% |
$284K - $307K
|
78.9K
$2.81M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.28K+ 173.19% |
$281K - $304K
|
14.6K
$521K
|
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
9.25K+ 17.54% |
$280K - $303K
|
62K
$2.21M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.02K+ 15.52% |
$273K - $296K
|
67.2K
$2.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.02K+ 33.22% |
$273K - $296K
|
36.2K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.67KNew |
$263K - $285K
|
8.67K
$309K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.53K+ 51.72% |
$259K - $280K
|
25K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.03KNew |
$243K - $263K
|
8.03K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
BUY
|
- |
7.96KNew |
$241K - $261K
|
7.96K
$284K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.9KNew |
$239K - $259K
|
7.9K
$282K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
7.45KNew |
$226K - $244K
|
7.45K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
7.37KNew |
$223K - $242K
|
7.37K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.24K+ 28.18% |
$219K - $237K
|
32.9K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.99K+ 7.5% |
$212K - $229K
|
100K
$3.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6.99KNew |
$212K - $229K
|
6.99K
$249K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
6.78K+ 10.73% |
$205K - $222K
|
70K
$2.49M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.71K+ 726.44% |
$203K - $220K
|
7.63K
$272K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.41KNew |
$194K - $210K
|
6.41K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
6.2K+ 7.32% |
$188K - $204K
|
91K
$3.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.1K+ 62.53% |
$185K - $200K
|
15.9K
$565K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.64K+ 9.48% |
$171K - $185K
|
65.1K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.5K+ 31.68% |
$166K - $180K
|
22.8K
$814K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
BUY
|
- |
5.38K+ 74.33% |
$163K - $176K
|
12.6K
$449K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.28K+ 4.38% |
$160K - $173K
|
126K
$4.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.09K+ 59.91% |
$154K - $167K
|
13.6K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.06K+ 3.17% |
$153K - $166K
|
164K
$5.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.01K+ 47.34% |
$152K - $164K
|
15.6K
$556K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.91K+ 19.16% |
$149K - $161K
|
30.5K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.79K+ 3.41% |
$145K - $157K
|
145K
$5.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.38K+ 14.5% |
$133K - $144K
|
34.6K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
4.11K+ 11.01% |
$125K - $135K
|
41.5K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.98K+ 27.8% |
$121K - $131K
|
18.3K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.93K+ 11.36% |
$119K - $129K
|
38.5K
$1.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.86K+ 17.36% |
$117K - $127K
|
26.1K
$930K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.85K+ 12.22% |
$117K - $126K
|
35.3K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
3.76KNew |
$114K - $123K
|
3.76K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.74K+ 39.57% |
$113K - $123K
|
13.2K
$469K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.61K+ 2.21% |
$109K - $118K
|
167K
$5.96M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.51K+ 86.63% |
$106K - $115K
|
7.55K
$269K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.47K+ 35.06% |
$105K - $114K
|
13.4K
$477K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.47K+ 44.24% |
$105K - $114K
|
11.3K
$403K
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.39K+ 53.87% |
$103K - $111K
|
9.68K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.34K+ 11.57% |
$101K - $109K
|
32.2K
$1.15M
|