Purchases and Sales Made in Q4 2025 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 2025. 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 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
671K+ 3576.55% |
$28.3M - $30.4M
|
690K
$30.8M
|
|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
115KNew |
$4.85M - $5.2M
|
115K
$5.12M
|
|
|
Jan 29, 2026
Q4 2025
|
Torren Management, LLC
San Diego, CA |
BUY
|
- |
29.3KNew |
$1.24M - $1.33M
|
29.3K
$1.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 123.1% |
$832K - $893K
|
35.7K
$1.59M
|
|
|
Jan 28, 2026
Q4 2025
|
Aureum Wealth Management, LLC
North Palm Beach, FL |
BUY
|
- |
16.6KNew |
$702K - $754K
|
16.6K
$742K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.8K+ 77.05% |
$625K - $671K
|
34K
$1.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 32.08% |
$623K - $669K
|
60.8K
$2.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
14.5K+ 48.59% |
$613K - $658K
|
44.4K
$1.98M
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial, LLC
Wilmington, DE |
BUY
|
- |
14.5KNew |
$612K - $657K
|
14.5K
$647K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
13.9K+ 14.69% |
$587K - $631K
|
109K
$4.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
13KNew |
$550K - $590K
|
13K
$581K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
12.7K+ 53.32% |
$535K - $575K
|
36.5K
$1.63M
|
|
|
Jan 27, 2026
Q4 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
9.45KNew |
$399K - $428K
|
9.45K
$422K
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
9.4KNew |
$397K - $426K
|
9.4K
$419K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.3KNew |
$392K - $421K
|
9.3K
$415K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
9KNew |
$380K - $408K
|
9K
$401K
|
|
|
Jan 29, 2026
Q4 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
8.77KNew |
$370K - $398K
|
8.77K
$391K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.36K+ 34.36% |
$311K - $333K
|
28.8K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.03K+ 20.9% |
$296K - $318K
|
40.7K
$1.81M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.6K+ 12.51% |
$278K - $299K
|
59.4K
$2.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.23KNew |
$263K - $282K
|
6.23K
$278K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.15K+ 120.68% |
$259K - $279K
|
11.2K
$501K
|
|
|
Jan 27, 2026
Q4 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.03K+ 17.26% |
$255K - $273K
|
41K
$1.83M
|
|
|
Jan 22, 2026
Q4 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.93K+ 4.54% |
$250K - $269K
|
137K
$6.09M
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
5.84K+ 15.36% |
$246K - $265K
|
43.9K
$1.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
5.83K+ 87.31% |
$246K - $264K
|
12.5K
$558K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.66KNew |
$239K - $256K
|
5.66K
$252K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
5.53KNew |
$233K - $250K
|
5.53K
$246K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.41KNew |
$228K - $245K
|
5.41K
$241K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.4KNew |
$228K - $245K
|
5.4K
$241K
|
|
|
Jan 28, 2026
Q4 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
5.37KNew |
$226K - $243K
|
5.37K
$239K
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.23KNew |
$221K - $237K
|
5.23K
$233K
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.13KNew |
$216K - $232K
|
5.13K
$229K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.08KNew |
$214K - $230K
|
5.08K
$226K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.73KNew |
$199K - $214K
|
4.73K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.38KNew |
$185K - $199K
|
4.38K
$195K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.29K+ 35.79% |
$139K - $149K
|
12.5K
$556K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.91K+ 21.16% |
$123K - $132K
|
16.7K
$744K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.8K+ 15.39% |
$118K - $127K
|
21K
$935K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
2.57K+ 336.13% |
$108K - $116K
|
3.33K
$149K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.47K+ 1.59% |
$104K - $112K
|
158K
$7.05M
|
|
|
Jan 29, 2026
Q4 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2.43K+ 36.83% |
$102K - $110K
|
9.02K
$402K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.42K+ 6.24% |
$102K - $110K
|
41.2K
$1.83M
|
|
|
Jan 29, 2026
Q4 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.33K+ 10.21% |
$98.1K - $105K
|
25.1K
$1.12M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.28K+ 5.56% |
$96.3K - $103K
|
43.4K
$1.93M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.26K+ 3.26% |
$95.4K - $102K
|
71.5K
$3.19M
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.25K+ 23.19% |
$94.8K - $102K
|
11.9K
$532K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.02K+ 44.26% |
$85.1K - $91.4K
|
6.58K
$293K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.94K+ 1.29% |
$81.7K - $87.8K
|
153K
$6.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
1.88K+ 2.31% |
$79.4K - $85.3K
|
83.3K
$3.71M
|
|