Purchases and Sales Made in Q3 2024 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 2024. 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 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
374+ 1.53% |
$12K - $13.9K
|
24.7K
$814K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
365+ 2.36% |
$11.7K - $13.5K
|
15.8K
$521K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
365+ 0.26% |
$11.7K - $13.5K
|
141K
$4.62M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
364+ 4.99% |
$11.7K - $13.5K
|
7.66K
$252K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
361+ 6.39% |
$11.6K - $13.4K
|
6.01K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
360+ 5.69% |
$11.5K - $13.4K
|
6.69K
$220K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
337+ 3.66% |
$10.8K - $12.5K
|
9.56K
$314K
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
334+ 1.75% |
$10.7K - $12.4K
|
19.4K
$639K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
331+ 7.14% |
$10.6K - $12.3K
|
4.97K
$163K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
329+ 2.28% |
$10.5K - $12.2K
|
14.8K
$486K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
325+ 1.0% |
$10.4K - $12.1K
|
32.8K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
312+ 2.55% |
$10K - $11.6K
|
12.5K
$412K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
307New |
$9.84K - $11.4K
|
307
$10.1K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
305New |
$9.77K - $11.3K
|
305
$10K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
303+ 7.46% |
$9.71K - $11.2K
|
4.37K
$144K
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
300+ 2.36% |
$9.61K - $11.1K
|
13K
$428K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
292+ 2.65% |
$9.36K - $10.8K
|
11.3K
$372K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
283+ 2.36% |
$9.07K - $10.5K
|
12.3K
$404K
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
282+ 2.78% |
$9.04K - $10.5K
|
10.4K
$343K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
277+ 2.58% |
$8.88K - $10.3K
|
11K
$362K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
275+ 0.69% |
$8.81K - $10.2K
|
40.4K
$1.33M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
272+ 2.72% |
$8.71K - $10.1K
|
10.3K
$339K
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
270+ 4.36% |
$8.65K - $10K
|
6.47K
$213K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
251+ 1.16% |
$8.04K - $9.31K
|
21.9K
$719K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
234+ 3.43% |
$7.5K - $8.68K
|
7.05K
$232K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
233+ 0.23% |
$7.47K - $8.65K
|
103K
$3.37M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
226+ 50.22% |
$7.24K - $8.39K
|
676
$22.2K
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
220+ 1.75% |
$7.05K - $8.16K
|
12.8K
$422K
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
219+ 0.51% |
$7.02K - $8.13K
|
42.9K
$1.41M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
217+ 2.34% |
$6.95K - $8.05K
|
9.5K
$313K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
214+ 0.14% |
$6.86K - $7.94K
|
157K
$5.17M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
214New |
$6.86K - $7.94K
|
214
$7.04K
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
208+ 2.28% |
$6.66K - $7.72K
|
9.31K
$306K
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
201+ 0.22% |
$6.44K - $7.46K
|
92.4K
$3.04M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
200+ 3.24% |
$6.41K - $7.42K
|
6.38K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
190+ 1.43% |
$6.09K - $7.05K
|
13.5K
$445K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
180New |
$5.77K - $6.68K
|
180
$5.92K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
176New |
$5.64K - $6.53K
|
176
$5.79K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
163+ 1.59% |
$5.22K - $6.05K
|
10.4K
$343K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
154+ 1.0% |
$4.93K - $5.71K
|
15.5K
$511K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
144+ 0.93% |
$4.61K - $5.34K
|
15.7K
$516K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
137+ 0.74% |
$4.39K - $5.08K
|
18.7K
$616K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
130+ 0.78% |
$4.17K - $4.82K
|
16.8K
$554K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
125New |
$4.01K - $4.64K
|
125
$4.11K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
118+ 7.08% |
$3.78K - $4.38K
|
1.79K
$58.7K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
102+ 1.8% |
$3.27K - $3.79K
|
5.77K
$190K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 100.0% |
$3.2K - $3.71K
|
200
$6.58K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
98+ 0.47% |
$3.14K - $3.64K
|
20.8K
$685K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94+ 0.65% |
$3.01K - $3.49K
|
14.5K
$478K
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
91+ 1.46% |
$2.92K - $3.38K
|
6.31K
$208K
|