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 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-97- 1.31% |
$3.11K - $3.6K
|
7.32K
$252K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-100- 0.96% |
$3.2K - $3.71K
|
10.3K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-102- 1.4% |
$3.27K - $3.79K
|
7.2K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Fiduciary Counselling Inc
|
SELL
|
- |
-109- 4.15% |
$3.49K - $4.04K
|
2.52K
$86.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-117- 0.79% |
$3.75K - $4.34K
|
14.8K
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-132- 2.16% |
$4.23K - $4.9K
|
5.98K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-135- 85.44% |
$4.33K - $5.01K
|
23
$792
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-135- 3.09% |
$4.33K - $5.01K
|
4.23K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-153- 0.2% |
$4.9K - $5.68K
|
76.5K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-168- 0.33% |
$5.38K - $6.23K
|
51.1K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-169- 1.47% |
$5.41K - $6.27K
|
11.3K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-169- 2.04% |
$5.41K - $6.27K
|
8.1K
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-173- 1.44% |
$5.54K - $6.42K
|
11.8K
$406K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-178- 2.6% |
$5.7K - $6.61K
|
6.66K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-182- 1.0% |
$5.83K - $6.75K
|
18.1K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 21.84% |
$6.02K - $6.98K
|
673
$23.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-190- 2.1% |
$6.09K - $7.05K
|
8.87K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-191- 0.55% |
$6.12K - $7.09K
|
34.2K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-193- 0.49% |
$6.18K - $7.16K
|
38.8K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-199- 3.71% |
$6.38K - $7.38K
|
5.16K
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-211- 1.21% |
$6.76K - $7.83K
|
17.2K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-214- 0.26% |
$6.86K - $7.94K
|
81K
$2.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-214- 1.19% |
$6.86K - $7.94K
|
17.7K
$611K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-221- 8.1% |
$7.08K - $8.2K
|
2.51K
$86.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-250- 31.45% |
$8.01K - $9.28K
|
545
$18.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-252- 2.69% |
$8.07K - $9.35K
|
9.12K
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 6.49% |
$8.17K - $9.46K
|
3.67K
$127K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-263- 6.31% |
$8.43K - $9.76K
|
3.91K
$135K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-269- 1.12% |
$8.62K - $9.98K
|
23.8K
$821K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-272- 4.16% |
$8.71K - $10.1K
|
6.27K
$216K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-295- 4.54% |
$9.45K - $10.9K
|
6.2K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-296- 3.85% |
$9.48K - $11K
|
7.39K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-300- 4.6% |
$9.61K - $11.1K
|
6.22K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-308- 3.26% |
$9.87K - $11.4K
|
9.15K
$315K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-324- 2.14% |
$10.4K - $12K
|
14.9K
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-379- 7.62% |
$12.1K - $14.1K
|
4.6K
$158K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-380- 2.43% |
$12.2K - $14.1K
|
15.3K
$526K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-394- 0.57% |
$12.6K - $14.6K
|
69.1K
$2.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-394- 1.68% |
$12.6K - $14.6K
|
23K
$794K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-406- 4.46% |
$13K - $15.1K
|
8.71K
$300K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-409- 18.68% |
$13.1K - $15.2K
|
1.78K
$61.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-450- 2.88% |
$14.4K - $16.7K
|
15.2K
$522K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-451- 5.41% |
$14.5K - $16.7K
|
7.88K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-459- 6.5% |
$14.7K - $17K
|
6.6K
$227K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-475- 7.7% |
$15.2K - $17.6K
|
5.7K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-490- 2.08% |
$15.7K - $18.2K
|
23K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-497- 1.32% |
$15.9K - $18.4K
|
37.1K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-505- 1.65% |
$16.2K - $18.7K
|
30.1K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-540- 0.86% |
$17.3K - $20K
|
62K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-547- 13.45% |
$17.5K - $20.3K
|
3.52K
$121K
|