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 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.71K- 4.39% |
$125K - $154K
|
37.2K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
279+ 8.23% |
$20.4K - $25.2K
|
3.67K
$347K
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
19.3K+ 156.32% |
$1.46M - $1.64M
|
31.7K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-337- 3.33% |
$25.4K - $28.6K
|
9.79K
$928K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-362- 12.12% |
$27.3K - $30.7K
|
2.63K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 0.2% |
$979 - $1.1K
|
6.61K
$626K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-254- 18.9% |
$19.1K - $21.5K
|
1.09K
$103K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-297- 14.8% |
$22.4K - $25.2K
|
1.71K
$162K
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-803- 14.89% |
$60.5K - $68.1K
|
4.59K
$435K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 1.04% |
$377 - $424
|
475
$45K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-10.2KClosed |
$765K - $861K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-405- 3.44% |
$30.5K - $34.3K
|
11.4K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4+ 0.73% |
$301 - $339
|
549
$52K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-260- 6.1% |
$19.6K - $22K
|
4K
$379K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
12+ 0.23% |
$904 - $1.02K
|
5.16K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.99KNew |
$301K - $338K
|
3.99K
$378K
|
|