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 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1New |
$71 - $74.2
|
1
$79.7
|
|
| Q1 2023 | |||||||
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.98KClosed |
$595K - $650K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
592New |
$39.2K - $42.9K
|
592
$47.2K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.17KNew |
$210K - $229K
|
3.17K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 4.44% |
$2.72K - $2.97K
|
964
$76.9K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-6.11KClosed |
$405K - $442K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.36KNew |
$355K - $388K
|
5.36K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.09K+ 25.82% |
$71.9K - $78.5K
|
5.29K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-46.3K- 25.45% |
$3.07M - $3.35M
|
136K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 13.08% |
$85.8K - $93.7K
|
8.6K
$686K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.28KNew |
$217K - $238K
|
3.28K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27New |
$1.79K - $1.95K
|
27
$2.15K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
460+ 1277.78% |
$30.5K - $33.3K
|
496
$39.5K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-880- 22.37% |
$58.3K - $63.7K
|
3.05K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.7KNew |
$1.44M - $1.57M
|
21.7K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
22.3K+ 366.26% |
$1.48M - $1.61M
|
28.4K
$2.26M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
489+ 15.49% |
$32.4K - $35.4K
|
3.65K
$291K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
22New |
$1.46K - $1.59K
|
22
$1.75K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
1.49K+ 28.53% |
$98.5K - $108K
|
6.69K
$534K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.35KNew |
$288K - $315K
|
4.35K
$347K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.96KNew |
$196K - $215K
|
2.96K
$236K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
90New |
$5.96K - $6.52K
|
90
$7.18K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-21- 0.14% |
$1.39K - $1.52K
|
14.6K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
417New |
$27.6K - $30.2K
|
417
$33.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
721New |
$47.8K - $52.2K
|
721
$57.5K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
32+ 0.3% |
$2.12K - $2.32K
|
10.7K
$851K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-63- 1.55% |
$4.18K - $4.56K
|
4K
$319K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
23New |
$1.52K - $1.66K
|
23
$1.83K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
190+ 2.35% |
$12.6K - $13.8K
|
8.29K
$661K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
2.86KNew |
$189K - $207K
|
2.86K
$228K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$1.19K - $1.3K
|
18
$1.44K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.25KNew |
$83.1K - $90.8K
|
1.25K
$100K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
760+ 0.45% |
$50.4K - $55K
|
170K
$13.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-365- 55.3% |
$24.2K - $26.4K
|
295
$23.5K
|
|
| Q4 2022 | |||||||
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
122New |
$6.81K - $8.29K
|
122
$9.73K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
390New |
$21.8K - $26.5K
|
390
$31.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
479New |
$26.7K - $32.6K
|
479
$38.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
135K+ 2.2% |
$7.56M - $9.2M
|
6.28M
$501M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
54New |
$3.01K - $3.67K
|
54
$4.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-350- 9.72% |
$19.5K - $23.8K
|
3.25K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.65KNew |
$92.2K - $112K
|
1.65K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6- 0.61% |
$335 - $408
|
982
$78.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
96K+ 134.65% |
$5.36M - $6.53M
|
167K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.67K+ 18.99% |
$93K - $113K
|
10.4K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
27.4KNew |
$1.53M - $1.86M
|
27.4K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.86KNew |
$104K - $126K
|
1.86K
$148K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.09KNew |
$228K - $278K
|
4.09K
$326K
|
|
|
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
BUY
|
- |
673KNew |
$37.6M - $45.7M
|
673K
$53.7M
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.38KNew |
$189K - $230K
|
3.38K
$270K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.29KNew |
$519K - $632K
|
9.29K
$741K
|
|