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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-2K- 6.94% |
$184K - $192K
|
26.8K
$2.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
636+ 5.54% |
$58.4K - $61.1K
|
12.1K
$1.15M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
15+ 0.32% |
$1.38K - $1.44K
|
4.66K
$442K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
181+ 7.03% |
$16.6K - $17.4K
|
2.76K
$261K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.8K+ 5.3% |
$165K - $172K
|
35.6K
$3.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.09K+ 3.34% |
$100K - $105K
|
33.8K
$3.2M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.31KNew |
$212K - $222K
|
2.31K
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.21K+ 0.48% |
$111K - $116K
|
252K
$23.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-43- 0.83% |
$3.95K - $4.13K
|
5.15K
$488K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$918 - $961
|
6.04K
$573K
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-115- 3.43% |
$10.6K - $11K
|
3.23K
$306K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.6K- 45.75% |
$1.06M - $1.11M
|
13.7K
$1.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-20.1K- 65.96% |
$1.85M - $1.93M
|
10.4K
$984K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-145- 0.44% |
$13.3K - $13.9K
|
32.9K
$3.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
220+ 1.87% |
$20.2K - $21.1K
|
12K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
387+ 2.27% |
$35.5K - $37.2K
|
17.5K
$1.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
464+ 7.73% |
$42.6K - $44.6K
|
6.47K
$613K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-299- 5.9% |
$27.5K - $28.7K
|
4.77K
$452K
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
15.2K+ 3.96% |
$1.4M - $1.46M
|
399K
$37.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$9.18K - $9.61K
|
100
$9.47K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-51- 0.09% |
$4.68K - $4.9K
|
57.9K
$5.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
69+ 2.41% |
$6.34K - $6.63K
|
2.93K
$277K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-548- 48.2% |
$50.3K - $52.6K
|
589
$55.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
792+ 26.15% |
$72.7K - $76.1K
|
3.82K
$362K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
374+ 2.24% |
$34.3K - $35.9K
|
17.1K
$1.62M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
315+ 2.19% |
$28.9K - $30.3K
|
14.7K
$1.39M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.9K- 10.49% |
$997K - $1.04M
|
92.7K
$8.78M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
428New |
$39.3K - $41.1K
|
428
$40.5K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.31K- 11.12% |
$201K - $215K
|
18.5K
$1.75M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.55K- 5.72% |
$222K - $238K
|
42K
$3.98M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
9+ 0.24% |
$783 - $839
|
3.74K
$354K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-201- 3.22% |
$17.5K - $18.7K
|
6.04K
$572K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-336- 85.06% |
$29.2K - $31.3K
|
59
$5.59K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
3.1KNew |
$270K - $289K
|
3.1K
$294K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.34% |
$3.39K - $3.63K
|
2.87K
$272K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-217- 35.34% |
$18.9K - $20.2K
|
397
$37.6K
|
|
|
Nov 21, 2025
Q3 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
113K+ 154.81% |
$9.8M - $10.5M
|
185K
$17.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-100- 1.13% |
$8.71K - $9.32K
|
8.72K
$826K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-500- 3.88% |
$43.5K - $46.6K
|
12.4K
$1.17M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.48K+ 17.27% |
$129K - $138K
|
10.1K
$953K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
181+ 0.92% |
$15.8K - $16.9K
|
19.9K
$1.88M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.78K+ 33.62% |
$677K - $725K
|
30.9K
$2.93M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17New |
$1.48K - $1.58K
|
17
$1.61K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.11K+ 5.11% |
$358K - $383K
|
84.5K
$8M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.69KNew |
$147K - $157K
|
1.69K
$160K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
100+ 2.8% |
$8.71K - $9.32K
|
3.68K
$348K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.29K+ 5.16% |
$635K - $680K
|
149K
$14.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-594- 13.78% |
$51.7K - $55.4K
|
3.72K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
18.1K+ 3.4% |
$1.57M - $1.68M
|
548K
$51.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.06% |
$1.31K - $1.4K
|
27.1K
$2.57M
|
|