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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.11KNew |
$373K - $461K
|
5.11K
$485K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37+ 1.88% |
$2.7K - $3.34K
|
2K
$189K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26- 0.82% |
$1.9K - $2.35K
|
3.15K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 12.12% |
$292K - $361K
|
37K
$3.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
40New |
$2.92K - $3.61K
|
40
$3.79K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.11% |
$219 - $271
|
2.7K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 0.59% |
$292 - $361
|
677
$64.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 13.35% |
$78.9K - $97.5K
|
9.18K
$870K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 0.87% |
$511 - $632
|
794
$75.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
58+ 0.67% |
$4.24K - $5.23K
|
8.74K
$828K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
230KNew |
$16.8M - $20.7M
|
230K
$21.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.33KNew |
$170K - $210K
|
2.33K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
93+ 1.9% |
$6.79K - $8.39K
|
4.99K
$472K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-158- 4.12% |
$11.5K - $14.3K
|
3.68K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
523+ 1.88% |
$38.2K - $47.2K
|
28.4K
$2.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 14.29% |
$365 - $451
|
40
$3.79K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
438New |
$32K - $39.5K
|
438
$41.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 1.73% |
$438 - $541
|
352
$33.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
801New |
$58.5K - $72.3K
|
801
$75.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-426- 11.5% |
$31.1K - $38.4K
|
3.28K
$310K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.05K+ 679.35% |
$76.9K - $95K
|
1.21K
$114K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
49New |
$3.58K - $4.42K
|
49
$4.64K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
152+ 6.2% |
$11.1K - $13.7K
|
2.61K
$247K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
88New |
$6.43K - $7.94K
|
88
$8.34K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
9+ 1.92% |
$657 - $812
|
478
$45.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
327New |
$23.9K - $29.5K
|
327
$31K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.82K+ 14.87% |
$133K - $164K
|
14K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1.27K- 12.04% |
$93K - $115K
|
9.31K
$882K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.64K+ 8.16% |
$193K - $238K
|
35K
$3.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17.7K- 7.41% |
$1.29M - $1.59M
|
221K
$20.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
234New |
$17.1K - $21.1K
|
234
$22.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 2.86% |
$438 - $541
|
216
$20.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 3.32% |
$2.04K - $2.53K
|
872
$82.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
28.1KNew |
$2.05M - $2.53M
|
28.1K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.39K+ 29.13% |
$101K - $125K
|
6.15K
$583K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-17- 0.87% |
$1.24K - $1.53K
|
1.94K
$184K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-261- 9.34% |
$19.1K - $23.5K
|
2.53K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.67K- 9.27% |
$122K - $151K
|
16.3K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-194- 4.88% |
$14.2K - $17.5K
|
3.78K
$358K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
82+ 4.24% |
$5.99K - $7.4K
|
2.02K
$191K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-301- 9.53% |
$22K - $27.2K
|
2.86K
$271K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.31KNew |
$169K - $208K
|
2.31K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.19K+ 4.68% |
$598K - $739K
|
183K
$17.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 26.14% |
$224K - $276K
|
8.65K
$820K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.41KNew |
$176K - $217K
|
2.41K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3KNew |
$219K - $270K
|
3K
$284K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14+ 0.35% |
$1.02K - $1.26K
|
4.06K
$384K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$3.21K - $3.97K
|
44
$4.17K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-633- 13.9% |
$46.2K - $57.1K
|
3.92K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$7.3K - $9.02K
|
100
$9.47K
|
|