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 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
236+ 7.56% |
$14.5K - $17.6K
|
3.36K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
424+ 7.2% |
$26.1K - $31.7K
|
6.31K
$503K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
597+ 6.53% |
$36.8K - $44.6K
|
9.74K
$777K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.48K - $1.79K
|
24
$1.91K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
249New |
$15.3K - $18.6K
|
249
$19.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.2KClosed |
$444K - $538K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
246+ 0.93% |
$15.2K - $18.4K
|
26.7K
$2.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
223New |
$13.7K - $16.7K
|
223
$17.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
288New |
$17.8K - $21.5K
|
288
$23K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.65KClosed |
$472K - $571K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 2.23% |
$1.23K - $1.49K
|
917
$73.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-780Closed |
$48.1K - $58.2K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.31KClosed |
$204K - $247K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.62K+ 18.42% |
$161K - $195K
|
16.8K
$1.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.25KClosed |
$262K - $317K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$308 - $373
|
5
$399
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
557New |
$34.3K - $41.6K
|
557
$44.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$123 - $149
|
2
$159
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
882+ 136.53% |
$54.4K - $65.9K
|
1.53K
$122K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-7.26K- 93.11% |
$447K - $542K
|
537
$42.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.78KNew |
$110K - $133K
|
1.78K
$142K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
67New |
$4.13K - $5K
|
67
$5.34K
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.37K- 14.51% |
$84.6K - $102K
|
8.08K
$644K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$108K - $131K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.91KClosed |
$179K - $217K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
236New |
$14.5K - $17.6K
|
236
$18.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.89KClosed |
$178K - $216K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-3.08KClosed |
$190K - $230K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
3.69K+ 89.46% |
$227K - $275K
|
7.8K
$622K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$69.2K - $83.8K
|
1.12K
$89.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-170- 87.18% |
$10.5K - $12.7K
|
25
$1.99K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-233Closed |
$14.4K - $17.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4- 0.92% |
$247 - $299
|
430
$34.3K
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3.35KNew |
$206K - $250K
|
3.35K
$267K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-214Closed |
$13.2K - $16K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200+ 17.23% |
$13.4K - $16.1K
|
1.36K
$109K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4Closed |
$269 - $322
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-33K- 37.95% |
$2.22M - $2.65M
|
54K
$4.3M
|
|
|
May 13, 2022
Q1 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-47.9KClosed |
$3.22M - $3.85M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-4.37KClosed |
$294K - $352K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-100Closed |
$6.72K - $8.05K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-1.64KClosed |
$110K - $132K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.27KClosed |
$220K - $263K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.86KClosed |
$192K - $230K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-675Closed |
$45.4K - $54.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-425Closed |
$28.6K - $34.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-9.66KClosed |
$649K - $777K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-182Closed |
$12.2K - $14.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-627Closed |
$42.1K - $50.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-125Closed |
$8.4K - $10.1K
|
0
$0
|
|