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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
800New |
$58.4K - $72.2K
|
800
$75.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-202- 7.87% |
$14.8K - $18.2K
|
2.36K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.67KNew |
$706K - $872K
|
9.67K
$916K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 33.33% |
$73 - $90.2
|
2
$189
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-53- 12.99% |
$3.87K - $4.78K
|
355
$33.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
104+ 1.89% |
$7.59K - $9.38K
|
5.61K
$531K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.08KNew |
$78.5K - $97K
|
1.08K
$102K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 11.76% |
$7.3K - $9.02K
|
750
$71.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 1.79% |
$73 - $90.2
|
57
$5.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-252- 3.91% |
$18.4K - $22.7K
|
6.2K
$587K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.56KNew |
$187K - $231K
|
2.56K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-2- 0.03% |
$146 - $180
|
5.73K
$543K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
35+ 10.2% |
$2.56K - $3.16K
|
378
$35.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$170K - $210K
|
2.33K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-4- 0.1% |
$292 - $361
|
4.09K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.71K- 4.39% |
$125K - $154K
|
37.2K
$3.53M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-105- 3.09% |
$7.67K - $9.47K
|
3.29K
$312K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
86+ 46.99% |
$6.28K - $7.76K
|
269
$25.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 3.52% |
$876 - $1.08K
|
353
$33.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-291- 6.97% |
$21.9K - $24.7K
|
3.88K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33+ 100.0% |
$2.49K - $2.8K
|
66
$6.25K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.11KNew |
$234K - $264K
|
3.11K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.73KNew |
$281K - $316K
|
3.73K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-16K- 6.62% |
$1.2M - $1.36M
|
225K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
143+ 8.86% |
$10.8K - $12.1K
|
1.76K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
13.4KNew |
$1.01M - $1.14M
|
13.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-181- 5.51% |
$13.6K - $15.3K
|
3.11K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2KNew |
$241K - $271K
|
3.2K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
374+ 10.29% |
$28.2K - $31.7K
|
4.01K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7.27K- 70.48% |
$547K - $616K
|
3.04K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-34- 0.83% |
$2.56K - $2.88K
|
4.08K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.34K- 3.3% |
$101K - $113K
|
39.1K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.5K- 17.34% |
$188K - $212K
|
11.9K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.7K+ 17.12% |
$128K - $144K
|
11.6K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.8K+ 189.47% |
$136K - $153K
|
2.75K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.2KNew |
$90.7K - $102K
|
1.2K
$114K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
12+ 2.42% |
$904 - $1.02K
|
508
$48.1K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
64+ 1.43% |
$4.82K - $5.43K
|
4.53K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.48K- 85.78% |
$111K - $125K
|
245
$23.2K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28New |
$2.11K - $2.37K
|
28
$2.65K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-9.26K- 77.07% |
$698K - $785K
|
2.76K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
130+ 10.56% |
$9.79K - $11K
|
1.36K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-378- 10.72% |
$28.5K - $32K
|
3.15K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-104- 2.59% |
$7.83K - $8.82K
|
3.91K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
277+ 3.15% |
$20.9K - $23.5K
|
9.07K
$859K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
2.47KNew |
$186K - $210K
|
2.47K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.68KNew |
$202K - $228K
|
2.68K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-37- 1.67% |
$2.79K - $3.14K
|
2.18K
$206K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
88+ 1.97% |
$6.63K - $7.46K
|
4.55K
$431K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
5.73K+ 165.63% |
$432K - $486K
|
9.2K
$871K
|
|