Purchases and Sales Made in Q3 2023 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
320+ 2.34% |
$9.65K - $10.8K
|
14K
$481K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
310+ 0.85% |
$9.35K - $10.4K
|
36.9K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
295+ 0.84% |
$8.9K - $9.92K
|
35.3K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
286+ 2.98% |
$8.63K - $9.62K
|
9.89K
$341K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
281+ 1.94% |
$8.48K - $9.45K
|
14.7K
$508K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
273+ 2.96% |
$8.24K - $9.18K
|
9.5K
$327K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
263+ 6.09% |
$7.93K - $8.84K
|
4.58K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
257+ 0.21% |
$7.75K - $8.64K
|
125K
$4.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
251+ 30.17% |
$7.57K - $8.44K
|
1.08K
$37.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
245+ 1.79% |
$7.39K - $8.24K
|
14K
$481K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
185+ 10.52% |
$5.58K - $6.22K
|
1.94K
$66.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
184+ 8.84% |
$5.55K - $6.19K
|
2.27K
$78K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
183+ 2.46% |
$5.52K - $6.15K
|
7.63K
$263K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
176+ 1.42% |
$5.31K - $5.92K
|
12.6K
$434K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
161+ 0.67% |
$4.86K - $5.41K
|
24.1K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
144+ 1.16% |
$4.34K - $4.84K
|
12.5K
$431K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
140New |
$4.22K - $4.71K
|
140
$4.82K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
128+ 0.42% |
$3.86K - $4.3K
|
30.6K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
127+ 1.55% |
$3.83K - $4.27K
|
8.34K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
124+ 0.86% |
$3.74K - $4.17K
|
14.6K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
124+ 58.49% |
$3.74K - $4.17K
|
336
$11.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
116+ 1.47% |
$3.5K - $3.9K
|
8.02K
$276K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
111New |
$3.35K - $3.73K
|
111
$3.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
110+ 2.63% |
$3.32K - $3.7K
|
4.3K
$148K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
86+ 0.61% |
$2.59K - $2.89K
|
14.1K
$486K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
80New |
$2.41K - $2.69K
|
80
$2.76K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
72+ 0.23% |
$2.17K - $2.42K
|
31.7K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
70+ 14.58% |
$2.11K - $2.35K
|
550
$18.9K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
69New |
$2.08K - $2.32K
|
69
$2.38K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
51+ 0.39% |
$1.54K - $1.71K
|
13.2K
$454K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
51+ 0.39% |
$1.54K - $1.71K
|
13.2K
$454K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
48+ 0.26% |
$1.45K - $1.61K
|
18.4K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44+ 0.42% |
$1.33K - $1.48K
|
10.6K
$365K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
44+ 0.6% |
$1.33K - $1.48K
|
7.36K
$253K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
34New |
$1.03K - $1.14K
|
34
$1.17K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
33+ 6.16% |
$996 - $1.11K
|
569
$19.6K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32New |
$965 - $1.08K
|
32
$1.1K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29+ 0.2% |
$875 - $975
|
14.7K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26+ 11.35% |
$784 - $874
|
255
$8.78K
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
25+ 0.21% |
$754 - $840
|
11.7K
$403K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25New |
$754 - $840
|
25
$861
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
21+ 0.11% |
$634 - $706
|
18.3K
$631K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
17+ 0.45% |
$513 - $572
|
3.78K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12New |
$362 - $403
|
12
$413
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 0.53% |
$272 - $303
|
1.71K
$59K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.04% |
$241 - $269
|
18.2K
$626K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.11% |
$211 - $235
|
6.11K
$210K
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
BUY
|
- |
6+ 0.05% |
$181 - $202
|
12.4K
$429K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2+ 0.25% |
$60.3 - $67.2
|
808
$27.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.02% |
$60.3 - $67.2
|
8.63K
$297K
|