Latest Institutional Transactions on Ishares Trust Ishares Esg Awar (ESGD)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
43+ 1.02% |
$3.25K - $3.59K
|
4.27K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-303- 2.92% |
$22.9K - $25.3K
|
10.1K
$801K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.94K+ 0.81% |
$147K - $162K
|
241K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
60+ 0.91% |
$4.54K - $5.01K
|
6.69K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.67K+ 18.4% |
$731K - $807K
|
62.2K
$4.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
272K+ 4.77% |
$20.5M - $22.7M
|
5.96M
$474M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.75K- 0.43% |
$132K - $146K
|
403K
$32.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30+ 62.5% |
$2.27K - $2.5K
|
78
$6.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-414- 5.91% |
$31.3K - $34.6K
|
6.59K
$524K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-634- 73.81% |
$48K - $52.9K
|
225
$17.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10- 0.07% |
$757 - $835
|
13.5K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
202+ 4.98% |
$15.3K - $16.9K
|
4.26K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
195+ 4.43% |
$14.8K - $16.3K
|
4.59K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 1.5% |
$98.7K - $109K
|
88.1K
$7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1.62% |
$4.46K - $4.92K
|
3.71K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-898- 14.85% |
$67.9K - $75K
|
5.15K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.31K+ 5.55% |
$98.7K - $109K
|
24.8K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
5K+ 0.42% |
$379K - $418K
|
1.2M
$95.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2.04K+ 3.08% |
$155K - $171K
|
68.4K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
14+ 0.03% |
$1.06K - $1.17K
|
40.4K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
235+ 28.45% |
$17.8K - $19.6K
|
1.06K
$84.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-196- 7.18% |
$14.8K - $16.4K
|
2.53K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
134KNew |
$10.1M - $11.2M
|
134K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
34+ 0.91% |
$2.57K - $2.84K
|
3.76K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
926+ 3.44% |
$70.1K - $77.3K
|
27.8K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.15K+ 17.54% |
$616K - $680K
|
54.6K
$4.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-271- 5.25% |
$20.5K - $22.6K
|
4.89K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.99KNew |
$226K - $249K
|
2.99K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-82- 0.91% |
$6.2K - $6.84K
|
8.93K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 1.34% |
$1.97K - $2.17K
|
1.96K
$156K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.21K+ 159.08% |
$91.5K - $101K
|
1.97K
$157K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
945+ 12.41% |
$71.5K - $78.9K
|
8.56K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
76+ 2.01% |
$5.75K - $6.34K
|
3.86K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
290+ 7.85% |
$21.9K - $24.2K
|
3.98K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.01K+ 26.21% |
$379K - $418K
|
24.1K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-68- 0.84% |
$5.14K - $5.68K
|
8K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
35+ 0.44% |
$2.65K - $2.92K
|
7.96K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
85+ 3.19% |
$6.43K - $7.09K
|
2.75K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.15K- 24.74% |
$163K - $180K
|
6.54K
$520K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
472+ 37.73% |
$35.7K - $39.4K
|
1.72K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.45K+ 1.49% |
$185K - $204K
|
167K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
370+ 7.85% |
$28K - $30.9K
|
5.09K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-148- 3.87% |
$11.2K - $12.4K
|
3.68K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
73+ 0.61% |
$5.52K - $6.09K
|
12.1K
$958K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.31K- 1.78% |
$98.8K - $109K
|
72K
$5.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
346New |
$26.2K - $28.9K
|
346
$27.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
45+ 3.79% |
$3.4K - $3.76K
|
1.23K
$97.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
505+ 5.96% |
$38.2K - $42.2K
|
8.97K
$714K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-5.23K- 1.86% |
$395K - $436K
|
276K
$22M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
446+ 15.7% |
$33.7K - $37.2K
|
3.29K
$261K
|