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 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-675- 14.11% |
$51.1K - $57.3K
|
4.11K
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
535+ 0.47% |
$40.5K - $45.4K
|
115K
$9.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-69- 2.2% |
$5.22K - $5.86K
|
3.07K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.88K+ 8.14% |
$596K - $669K
|
105K
$8.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-788- 2.53% |
$59.6K - $66.9K
|
30.4K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
58+ 1.45% |
$4.39K - $4.92K
|
4.07K
$324K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-102K- 9.64% |
$7.73M - $8.68M
|
959K
$76.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
67+ 12.5% |
$5.07K - $5.69K
|
603
$48K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.48K- 1.83% |
$112K - $126K
|
79.3K
$6.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-276- 1.21% |
$20.9K - $23.4K
|
22.6K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$191K - $215K
|
2.53K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
143+ 3.67% |
$10.8K - $12.1K
|
4.04K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-667- 53.27% |
$50.4K - $56.6K
|
585
$46.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-150- 5.18% |
$11.3K - $12.7K
|
2.75K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
770+ 20.85% |
$58.2K - $65.4K
|
4.46K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-96- 1.23% |
$7.26K - $8.15K
|
7.71K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
236+ 9.15% |
$17.8K - $20K
|
2.81K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.29K+ 16.09% |
$97.4K - $109K
|
9.29K
$739K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.61K- 0.7% |
$273K - $306K
|
514K
$40.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83+ 0.83% |
$6.28K - $7.05K
|
10.1K
$806K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-35- 0.38% |
$2.65K - $2.97K
|
9.07K
$721K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 69.74% |
$122K - $137K
|
699
$55.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.1K+ 26.83% |
$159K - $178K
|
9.93K
$789K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
1.18K+ 35.92% |
$89.5K - $101K
|
4.48K
$356K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.66K+ 1.3% |
$277K - $310K
|
285K
$22.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-842- 2.94% |
$63.7K - $71.5K
|
27.8K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-113- 7.75% |
$8.55K - $9.59K
|
1.35K
$107K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.6KNew |
$196K - $220K
|
2.6K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2.45KNew |
$185K - $208K
|
2.45K
$195K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-407- 32.38% |
$30.8K - $34.6K
|
850
$67.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-653- 2.78% |
$49.4K - $55.4K
|
22.8K
$1.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
500+ 1.59% |
$37.8K - $42.4K
|
32K
$2.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.05K- 16.15% |
$79.4K - $89.1K
|
5.45K
$433K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
41+ 1.59% |
$3.1K - $3.48K
|
2.62K
$208K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-60- 1.15% |
$4.54K - $5.09K
|
5.17K
$411K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
869+ 3.44% |
$66.2K - $71.6K
|
26.1K
$2.08M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-115- 0.5% |
$8.77K - $9.47K
|
23K
$1.83M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
692New |
$52.7K - $57K
|
692
$55K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.56KNew |
$271K - $293K
|
3.56K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
41+ 2.61% |
$3.13K - $3.38K
|
1.61K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
618+ 14.93% |
$47.1K - $50.9K
|
4.76K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-127- 20.89% |
$9.68K - $10.5K
|
481
$38.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-337- 15.2% |
$25.7K - $27.8K
|
1.88K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
9.87KNew |
$752K - $813K
|
9.87K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 8.33% |
$2.29K - $2.47K
|
330
$26.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.03% |
$305 - $329
|
14.3K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48New |
$3.66K - $3.95K
|
48
$3.82K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
666+ 1.82% |
$50.8K - $54.9K
|
37.3K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
43+ 0.58% |
$3.28K - $3.54K
|
7.4K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
600New |
$45.7K - $49.4K
|
600
$47.7K
|
|