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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-37- 1.63% |
$3.22K - $3.45K
|
2.23K
$212K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-572- 2.01% |
$49.8K - $53.3K
|
27.9K
$2.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-765- 1.77% |
$66.6K - $71.3K
|
42.6K
$4.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-27- 3.38% |
$2.35K - $2.52K
|
772
$73.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.65K+ 22.56% |
$231K - $247K
|
14.4K
$1.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
71New |
$6.18K - $6.62K
|
71
$6.73K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.37K+ 58.59% |
$294K - $314K
|
9.13K
$865K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
70.3K+ 5.57% |
$6.12M - $6.55M
|
1.33M
$126M
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-515- 2.84% |
$44.8K - $48K
|
17.6K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.42K+ 212.63% |
$472K - $505K
|
7.97K
$755K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-66- 28.45% |
$5.75K - $6.15K
|
166
$15.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 0.95% |
$4.7K - $5.03K
|
5.65K
$535K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-52- 0.46% |
$4.53K - $4.85K
|
11.2K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
133+ 0.09% |
$11.6K - $12.4K
|
142K
$13.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-521- 2.31% |
$45.4K - $48.6K
|
22K
$2.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-199- 3.19% |
$17.3K - $18.5K
|
6.03K
$572K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.54K- 5.73% |
$134K - $143K
|
25.3K
$2.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
115+ 1.39% |
$10K - $10.7K
|
8.4K
$796K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
630+ 4.06% |
$54.8K - $58.7K
|
16.2K
$1.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
31+ 1.36% |
$2.7K - $2.89K
|
2.31K
$218K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
137+ 5.1% |
$11.9K - $12.8K
|
2.83K
$268K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.09K+ 6.98% |
$94.9K - $102K
|
16.7K
$1.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-145- 2.38% |
$12.6K - $13.5K
|
5.94K
$562K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
249+ 0.77% |
$21.7K - $23.2K
|
32.7K
$3.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.65K- 4.11% |
$143K - $153K
|
38.3K
$3.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.39K+ 35.17% |
$382K - $409K
|
16.9K
$1.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-621- 2.0% |
$54.1K - $57.9K
|
30.5K
$2.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 1.83% |
$8.71K - $9.32K
|
5.35K
$507K
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-17- 0.51% |
$1.48K - $1.58K
|
3.35K
$317K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
55+ 1.35% |
$4.79K - $5.13K
|
4.14K
$393K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-86- 0.26% |
$7.49K - $8.01K
|
33.1K
$3.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-79- 0.67% |
$6.88K - $7.36K
|
11.8K
$1.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
116+ 13.18% |
$10.1K - $10.8K
|
996
$94.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.87K+ 3.33% |
$511K - $547K
|
182K
$17.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
727+ 6.18% |
$63.3K - $67.7K
|
12.5K
$1.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
98+ 0.17% |
$8.53K - $9.13K
|
58K
$5.49M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-6.14K- 1.57% |
$534K - $572K
|
384K
$36.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
522+ 9.31% |
$45.4K - $48.6K
|
6.13K
$580K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
27+ 0.24% |
$2.35K - $2.52K
|
11.5K
$1.09M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-280- 1.08% |
$24.4K - $26.1K
|
25.8K
$2.44M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.33K- 6.15% |
$116K - $124K
|
20.3K
$1.93M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 9.3% |
$2.8M - $3.46M
|
451K
$42.7M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-5.77K- 29.5% |
$422K - $521K
|
13.8K
$1.31M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12- 4.44% |
$876 - $1.08K
|
258
$24.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
113+ 19.02% |
$8.25K - $10.2K
|
707
$67K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.38K+ 30.07% |
$101K - $125K
|
5.98K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
93New |
$6.79K - $8.39K
|
93
$8.81K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.88KNew |
$137K - $170K
|
1.88K
$178K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
497K+ 6961.69% |
$36.3M - $44.8M
|
504K
$47.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
574+ 4.28% |
$41.9K - $51.8K
|
14K
$1.32M
|
|