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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.68K- 23.29% |
$85.8K - $99.4K
|
8.82K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 6.01% |
$85.9K - $99.5K
|
41.9K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.76K- 4.74% |
$88.5K - $103K
|
55.6K
$1.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 33.53% |
$89.3K - $103K
|
5.53K
$190K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.92K- 53.99% |
$93.5K - $108K
|
2.49K
$85.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.95K- 10.85% |
$94.4K - $109K
|
24.2K
$834K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.04K- 14.33% |
$97.5K - $113K
|
18.2K
$626K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.1K- 17.06% |
$99.2K - $115K
|
15.1K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.11K- 11.17% |
$99.5K - $115K
|
24.7K
$851K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.56K- 3.38% |
$114K - $132K
|
102K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.81K- 2.44% |
$122K - $141K
|
152K
$5.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.82K- 14.63% |
$122K - $142K
|
22.3K
$767K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.09K- 34.11% |
$131K - $152K
|
7.9K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.39K- 16.68% |
$141K - $163K
|
21.9K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.39K- 19.11% |
$141K - $163K
|
18.6K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.4K- 0.26% |
$141K - $163K
|
1.72M
$59.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.4K- 7.2% |
$141K - $163K
|
56.8K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.72K- 57.06% |
$151K - $175K
|
3.55K
$122K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.78K- 0.65% |
$153K - $177K
|
725K
$25M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.47K- 2.18% |
$175K - $203K
|
246K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.04K- 0.11% |
$194K - $224K
|
5.27M
$182M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.14K- 49.02% |
$197K - $228K
|
6.39K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.18K- 13.91% |
$198K - $229K
|
38.2K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.51K- 9.53% |
$209K - $242K
|
61.8K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.9K- 10.82% |
$253K - $293K
|
65.1K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-7.94K- 5.4% |
$255K - $295K
|
139K
$4.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.05K- 3.8% |
$258K - $299K
|
204K
$7.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.07K- 2.25% |
$259K - $300K
|
351K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.17K- 1.13% |
$262K - $303K
|
717K
$24.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.18K- 7.29% |
$262K - $304K
|
104K
$3.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-8.56K- 15.06% |
$274K - $318K
|
48.3K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.84K- 0.97% |
$315K - $365K
|
1.01M
$34.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-10.5K- 10.2% |
$335K - $388K
|
92K
$3.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.8K- 40.67% |
$409K - $473K
|
18.6K
$641K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-14.9K- 68.59% |
$476K - $552K
|
6.81K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.2K- 14.36% |
$518K - $600K
|
96.4K
$3.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-16.8K- 50.19% |
$537K - $622K
|
16.6K
$573K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-17.2K- 0.3% |
$551K - $638K
|
5.68M
$196M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-17.3K- 42.27% |
$554K - $642K
|
23.6K
$813K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-19.4K- 30.07% |
$622K - $721K
|
45.2K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-20.8K- 13.08% |
$666K - $771K
|
138K
$4.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.9K- 22.76% |
$670K - $776K
|
71K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21.8K- 22.52% |
$699K - $810K
|
75.1K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-27.6K- 38.92% |
$885K - $1.03M
|
43.4K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-30.5K- 4.49% |
$978K - $1.13M
|
650K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.9K- 9.29% |
$991K - $1.15M
|
302K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-31.7K- 9.58% |
$1.02M - $1.18M
|
299K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-38.7K- 31.81% |
$1.24M - $1.44M
|
83K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.9K- 6.38% |
$1.82M - $2.11M
|
835K
$28.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-61K- 67.2% |
$1.96M - $2.26M
|
29.8K
$1.03M
|