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 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.14K- 2.6% |
$185K - $206K
|
230K
$8M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.18K- 14.91% |
$187K - $208K
|
35.3K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.19K- 3.68% |
$187K - $208K
|
162K
$5.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.36K- 49.71% |
$192K - $214K
|
6.43K
$224K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.4K- 28.41% |
$193K - $215K
|
16.1K
$561K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.46K- 32.33% |
$195K - $217K
|
13.5K
$470K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.47K- 21.35% |
$195K - $217K
|
23.8K
$828K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.5K- 7.52% |
$196K - $218K
|
79.9K
$2.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.5K- 48.34% |
$196K - $219K
|
6.95K
$242K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.55K- 30.27% |
$198K - $220K
|
15.1K
$525K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.74K- 1.16% |
$203K - $226K
|
576K
$20M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.77K- 6.38% |
$204K - $228K
|
99.3K
$3.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.11K- 23.09% |
$214K - $239K
|
23.7K
$824K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-7.87K- 2.59% |
$237K - $265K
|
296K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-8.61K- 11.26% |
$260K - $290K
|
67.9K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.86K- 7.81% |
$267K - $298K
|
105K
$3.64M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.96K- 32.65% |
$300K - $335K
|
20.5K
$714K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-10.9K- 33.67% |
$329K - $366K
|
21.4K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.6K- 11.13% |
$349K - $389K
|
92.5K
$3.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 21.41% |
$358K - $399K
|
43.6K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.5K- 31.31% |
$407K - $454K
|
29.6K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.9K- 39.19% |
$421K - $469K
|
21.6K
$753K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14K- 13.47% |
$423K - $472K
|
90.1K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14.4K- 41.36% |
$433K - $483K
|
20.3K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.4K- 31.82% |
$435K - $484K
|
30.9K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15.3K- 97.18% |
$460K - $513K
|
442
$15.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15.3K- 4.18% |
$462K - $514K
|
351K
$12.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-18.4K- 26.36% |
$556K - $620K
|
51.5K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.3K- 39.07% |
$582K - $649K
|
30.1K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.4K- 20.49% |
$616K - $687K
|
79.3K
$2.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.8K- 23.12% |
$626K - $698K
|
69K
$2.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-22.2K- 4.8% |
$670K - $747K
|
440K
$15.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-29.4K- 20.23% |
$886K - $988K
|
116K
$4.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-33.1K- 48.9% |
$998K - $1.11M
|
34.6K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-37.1K- 51.49% |
$1.12M - $1.25M
|
34.9K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.4K- 8.48% |
$1.22M - $1.36M
|
436K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.9K- 15.7% |
$1.23M - $1.38M
|
220K
$7.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-42.7K- 7.12% |
$1.29M - $1.43M
|
556K
$19.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-43.4K- 24.78% |
$1.31M - $1.46M
|
132K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.9K- 7.91% |
$1.39M - $1.54M
|
535K
$18.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.8K- 47.5% |
$1.41M - $1.57M
|
51.7K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-46.8K- 1.53% |
$1.41M - $1.57M
|
3.02M
$105M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-62.2K- 76.89% |
$1.88M - $2.09M
|
18.7K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-66.3K- 17.85% |
$2M - $2.23M
|
305K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-74.2K- 54.77% |
$2.24M - $2.49M
|
61.3K
$2.13M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-78.4K- 15.39% |
$2.37M - $2.64M
|
431K
$15M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-83.1K- 50.51% |
$2.51M - $2.79M
|
81.4K
$2.83M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-83.1K- 50.51% |
$2.51M - $2.79M
|
81.4K
$2.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-85K- 20.24% |
$2.56M - $2.86M
|
335K
$11.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-86.9K- 13.35% |
$2.62M - $2.92M
|
564K
$19.6M
|