Purchases and Sales Made in Q4 2024 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
14+ 0.16% |
$467 - $527
|
8.72K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 0.47% |
$467 - $527
|
3K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
10+ 0.11% |
$334 - $377
|
9.32K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8New |
$267 - $301
|
8
$285
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8+ 1.62% |
$267 - $301
|
502
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 1.43% |
$267 - $301
|
567
$20.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.4% |
$200 - $226
|
435
$15.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4+ 0.53% |
$134 - $151
|
753
$26.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 2.08% |
$100 - $113
|
147
$5.24K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$66.8 - $75.3
|
111
$3.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.89% |
$33.4 - $37.7
|
54
$1.92K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.7% |
$33.4 - $37.7
|
38
$1.35K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$33.4 - $37.7
|
17.4K
$620K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 0.23% |
$100 - $113
|
1.29K
$45.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.05% |
$200 - $226
|
12K
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.1% |
$234 - $264
|
6.75K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 7.78% |
$234 - $264
|
83
$2.96K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11- 45.83% |
$367 - $414
|
13
$463
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-15- 0.24% |
$501 - $565
|
6.18K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-20- 0.18% |
$668 - $753
|
11.2K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 0.21% |
$801 - $904
|
11.2K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-28- 9.12% |
$935 - $1.05K
|
279
$9.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-36- 1.97% |
$1.2K - $1.36K
|
1.79K
$63.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-38- 2.64% |
$1.27K - $1.43K
|
1.4K
$49.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 7.08% |
$1.34K - $1.51K
|
525
$18.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-42- 0.62% |
$1.4K - $1.58K
|
6.74K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-55- 0.99% |
$1.84K - $2.07K
|
5.53K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-59- 0.32% |
$1.97K - $2.22K
|
18.7K
$665K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 0.71% |
$2K - $2.26K
|
8.35K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-61- 0.14% |
$2.04K - $2.3K
|
43.8K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-65- 0.43% |
$2.17K - $2.45K
|
15.1K
$538K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-69- 0.74% |
$2.3K - $2.6K
|
9.29K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-78- 2.16% |
$2.6K - $2.94K
|
3.53K
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-80- 2.34% |
$2.67K - $3.01K
|
3.34K
$119K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-81- 5.59% |
$2.7K - $3.05K
|
1.37K
$48.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-98- 0.83% |
$3.27K - $3.69K
|
11.7K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 0.77% |
$3.34K - $3.77K
|
12.9K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-103- 5.02% |
$3.44K - $3.88K
|
1.95K
$69.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-115- 1.33% |
$3.84K - $4.33K
|
8.53K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-118- 1.78% |
$3.94K - $4.44K
|
6.5K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-119- 1.7% |
$3.97K - $4.48K
|
6.89K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-138- 7.75% |
$4.61K - $5.2K
|
1.64K
$58.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-144- 0.2% |
$4.81K - $5.42K
|
70.8K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-149- 1.12% |
$4.98K - $5.61K
|
13.2K
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 0.54% |
$5.01K - $5.65K
|
27.8K
$989K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-158- 79.0% |
$5.28K - $5.95K
|
42
$1.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-169- 2.21% |
$5.64K - $6.36K
|
7.49K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-189- 0.85% |
$6.31K - $7.12K
|
22.1K
$786K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-191- 1.94% |
$6.38K - $7.19K
|
9.65K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 3.14% |
$6.68K - $7.53K
|
6.18K
$220K
|