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 30, 2026
Q4 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
78.2K+ 6.69% |
$7.19M - $7.52M
|
1.25M
$118M
|
|
|
Jan 30, 2026
Q4 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.36KNew |
$308K - $322K
|
3.36K
$318K
|
|
|
Jan 30, 2026
Q4 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.15% |
$91.8 - $96.1
|
684
$64.8K
|
|
|
Jan 30, 2026
Q4 2025
|
Keybank National Association
|
SELL
|
- |
-843- 0.31% |
$77.4K - $81K
|
273K
$25.9M
|
|
|
Jan 30, 2026
Q4 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
233+ 0.61% |
$21.4K - $22.4K
|
38.6K
$3.65M
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-127- 2.11% |
$11.7K - $12.2K
|
5.88K
$557K
|
|
|
Jan 30, 2026
Q4 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.35K+ 7.26% |
$215K - $225K
|
34.7K
$3.29M
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
560K+ 8273.14% |
$51.4M - $53.8M
|
567K
$53.7M
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-425- 1.17% |
$39K - $40.8K
|
36K
$3.41M
|
|
|
Jan 29, 2026
Q4 2025
|
Veracity Capital LLC
|
BUY
|
- |
123+ 2.97% |
$11.3K - $11.8K
|
4.27K
$404K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.18K+ 40.43% |
$108K - $113K
|
4.09K
$387K
|
|
|
Jan 29, 2026
Q4 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 44.39% |
$321K - $336K
|
4.38K
$415K
|
|
|
Jan 29, 2026
Q4 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
15+ 1.92% |
$1.38K - $1.44K
|
795
$75.3K
|
|
|
Jan 29, 2026
Q4 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-446- 6.58% |
$41K - $42.8K
|
6.33K
$599K
|
|
|
Jan 29, 2026
Q4 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
71New |
$6.52K - $6.82K
|
71
$6.73K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
393+ 8.22% |
$36.1K - $37.8K
|
5.17K
$490K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
229+ 8.49% |
$21K - $22K
|
2.93K
$277K
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
638+ 0.82% |
$58.6K - $61.3K
|
78K
$7.39M
|
|
|
Jan 29, 2026
Q4 2025
|
Courier Capital LLC
|
SELL
|
- |
-160- 1.64% |
$14.7K - $15.4K
|
9.57K
$907K
|
|
|
Jan 29, 2026
Q4 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-93- 2.48% |
$8.54K - $8.93K
|
3.66K
$346K
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.06K+ 1.69% |
$97K - $101K
|
63.4K
$6M
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.21KNew |
$478K - $500K
|
5.21K
$493K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
16K+ 1.33% |
$1.47M - $1.54M
|
1.22M
$116M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
836+ 3.41% |
$76.8K - $80.3K
|
25.4K
$2.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Concord Wealth Partners
|
SELL
|
- |
-920- 47.45% |
$84.5K - $88.4K
|
1.02K
$96.5K
|
|
|
Jan 29, 2026
Q4 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
3.07K+ 39.47% |
$282K - $295K
|
10.9K
$1.03M
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$91.8 - $96.1
|
3.53K
$334K
|
|
|
Jan 29, 2026
Q4 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-448- 7.57% |
$41.1K - $43K
|
5.47K
$519K
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
418+ 3.23% |
$38.4K - $40.2K
|
13.4K
$1.27M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.6K- 2.83% |
$974K - $1.02M
|
364K
$34.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-1.44K- 15.19% |
$132K - $138K
|
8.03K
$761K
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-343- 5.67% |
$31.5K - $32.9K
|
5.7K
$540K
|
|
|
Jan 29, 2026
Q4 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-322- 0.92% |
$29.6K - $30.9K
|
34.6K
$3.28M
|
|
|
Jan 29, 2026
Q4 2025
|
Torren Management, LLC
San Diego, CA |
BUY
|
- |
28.1KNew |
$2.58M - $2.7M
|
28.1K
$2.67M
|
|
|
Jan 28, 2026
Q4 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
118+ 0.84% |
$10.8K - $11.3K
|
14.2K
$1.35M
|
|
|
Jan 28, 2026
Q4 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
34+ 1.19% |
$3.12K - $3.27K
|
2.9K
$275K
|
|
|
Jan 28, 2026
Q4 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.11KNew |
$194K - $203K
|
2.11K
$200K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.36K+ 16.14% |
$125K - $130K
|
9.76K
$924K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-271- 0.3% |
$24.9K - $26K
|
89.9K
$8.51M
|
|
|
Jan 28, 2026
Q4 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5- 0.08% |
$459 - $480
|
6.6K
$625K
|
|
|
Jan 28, 2026
Q4 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-161- 4.32% |
$14.8K - $15.5K
|
3.57K
$338K
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
75+ 2.09% |
$6.89K - $7.2K
|
3.67K
$347K
|
|
|
Jan 28, 2026
Q4 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-368- 2.61% |
$33.8K - $35.4K
|
13.7K
$1.3M
|
|
|
Jan 28, 2026
Q4 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16+ 0.06% |
$1.47K - $1.54K
|
25.5K
$2.42M
|
|
|
Jan 28, 2026
Q4 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
9New |
$827 - $865
|
9
$853
|
|
|
Jan 28, 2026
Q4 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
444+ 1.9% |
$40.8K - $42.7K
|
23.9K
$2.26M
|
|
|
Jan 28, 2026
Q4 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
388+ 2.84% |
$35.6K - $37.3K
|
14K
$1.33M
|
|
|
Jan 28, 2026
Q4 2025
|
Aureum Wealth Management, LLC
North Palm Beach, FL |
BUY
|
- |
16.7KNew |
$1.54M - $1.61M
|
16.7K
$1.58M
|
|
|
Jan 28, 2026
Q4 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.61K+ 3.6% |
$423K - $443K
|
133K
$12.6M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 11.3% |
$7.44K - $7.78K
|
636
$60.3K
|
|