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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.46K- 27.0% |
$96.4K - $111K
|
3.96K
$331K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
28+ 1.44% |
$1.85K - $2.12K
|
1.97K
$164K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
353+ 8.81% |
$24.3K - $26.4K
|
4.36K
$365K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
45New |
$3.1K - $3.37K
|
45
$3.76K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-3.38KClosed |
$233K - $253K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$232K - $253K
|
3.38K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-78- 0.75% |
$5.37K - $5.84K
|
10.3K
$860K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
35.4K+ 20.02% |
$2.44M - $2.65M
|
212K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
280KNew |
$19.3M - $20.9M
|
280K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-529- 39.16% |
$36.4K - $39.6K
|
822
$68.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16.3KNew |
$1.13M - $1.22M
|
16.3K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155New |
$10.7K - $11.6K
|
155
$13K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.46K- 36.17% |
$170K - $184K
|
4.35K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.82K- 39.55% |
$470K - $511K
|
10.4K
$872K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-139KClosed |
$9.55M - $10.4M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
41New |
$2.82K - $3.07K
|
41
$3.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.75K- 65.68% |
$121K - $131K
|
915
$76.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-20- 90.91% |
$1.38K - $1.5K
|
2
$167
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-179- 4.64% |
$12.3K - $13.4K
|
3.68K
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.35K- 13.13% |
$92.9K - $101K
|
8.93K
$747K
|
|
|
Nov 09, 2023
Q3 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
387+ 4.07% |
$26.7K - $29K
|
9.89K
$827K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.4K- 31.79% |
$784K - $852K
|
24.4K
$2.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-714- 5.14% |
$49.2K - $53.4K
|
13.2K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-10.4K- 11.3% |
$716K - $777K
|
81.6K
$6.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10+ 5.75% |
$689 - $748
|
184
$15.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.68K- 28.53% |
$184K - $200K
|
6.7K
$560K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.91K+ 2.59% |
$200K - $218K
|
115K
$9.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
15New |
$1.03K - $1.12K
|
15
$1.25K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-50- 39.37% |
$3.44K - $3.74K
|
77
$6.44K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-783- 26.64% |
$53.9K - $58.6K
|
2.16K
$180K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.62KNew |
$318K - $346K
|
4.62K
$386K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.52K- 27.28% |
$311K - $338K
|
12K
$1.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.09K- 25.26% |
$74.9K - $81.3K
|
3.22K
$269K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.94KNew |
$271K - $295K
|
3.94K
$329K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-270- 8.36% |
$18.6K - $20.2K
|
2.96K
$247K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
568+ 8.39% |
$39.1K - $42.5K
|
7.34K
$613K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
321New |
$22.1K - $24K
|
321
$26.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-587- 15.82% |
$40.4K - $43.9K
|
3.12K
$261K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 32.79% |
$102K - $110K
|
3.02K
$253K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-129- 14.43% |
$8.88K - $9.65K
|
765
$64K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.26K- 31.69% |
$431K - $469K
|
13.5K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16New |
$1.1K - $1.2K
|
16
$1.34K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-319- 4.39% |
$22K - $23.9K
|
6.95K
$581K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 35.89% |
$114K - $124K
|
2.97K
$248K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
647New |
$44.6K - $48.4K
|
647
$54.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.32KNew |
$366K - $398K
|
5.32K
$445K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 37.01% |
$143K - $155K
|
3.53K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
733+ 8.85% |
$50.5K - $54.8K
|
9.02K
$754K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.8K- 59.53% |
$412K - $430K
|
3.94K
$330K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-86- 1.71% |
$6.1K - $6.38K
|
4.94K
$413K
|
|