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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.5K+ 4.96% |
$1.93M - $2.13M
|
540K
$45.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.17K- 15.04% |
$88.7K - $97.8K
|
6.62K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 0.73% |
$908 - $1K
|
1.66K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-365- 3.42% |
$27.6K - $30.5K
|
10.3K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.29K- 9.82% |
$174K - $191K
|
21.1K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
27.8KNew |
$2.11M - $2.32M
|
27.8K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
95+ 6.42% |
$7.19K - $7.93K
|
1.58K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7.02K- 14.58% |
$531K - $586K
|
41.1K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.39K- 1.01% |
$181K - $200K
|
236K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-20- 2.44% |
$1.51K - $1.67K
|
801
$67K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.5KNew |
$340K - $376K
|
4.5K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.12KNew |
$236K - $261K
|
3.12K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.4K+ 1.25% |
$4.72M - $5.21M
|
5.05M
$423M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28.9K+ 407.0% |
$2.19M - $2.41M
|
36K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-49- 0.39% |
$3.71K - $4.09K
|
12.4K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34+ 5.64% |
$2.57K - $2.84K
|
637
$53.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
482+ 1.29% |
$36.5K - $40.2K
|
37.7K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74.2K+ 6.56% |
$5.61M - $6.19M
|
1.21M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.75K+ 86.84% |
$208K - $230K
|
5.92K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
490K+ 363.0% |
$37M - $40.9M
|
625K
$52.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-137- 1.43% |
$10.4K - $11.4K
|
9.42K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.48K+ 10.32% |
$112K - $124K
|
15.8K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-40- 0.42% |
$3.03K - $3.34K
|
9.55K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-179- 5.6% |
$13.5K - $14.9K
|
3.02K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-39- 2.49% |
$2.95K - $3.26K
|
1.53K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.68K+ 348.65% |
$127K - $140K
|
2.16K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
66+ 30.56% |
$4.99K - $5.51K
|
282
$23.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.96K+ 3.68% |
$148K - $164K
|
55.2K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.4K+ 81.97% |
$1.85M - $2.04M
|
54.2K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
166New |
$12.6K - $13.9K
|
166
$13.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.9K+ 6.26% |
$522K - $576K
|
117K
$9.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.09K- 3.11% |
$158K - $174K
|
65.1K
$5.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
161+ 2.8% |
$12.2K - $13.4K
|
5.91K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
113+ 2.11% |
$8.55K - $9.43K
|
5.47K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.48K- 3.26% |
$112K - $124K
|
44K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.46K- 28.69% |
$111K - $122K
|
3.64K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.02K+ 15.27% |
$77.5K - $85.5K
|
7.73K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
25+ 5.49% |
$1.89K - $2.09K
|
480
$40.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
469New |
$35.5K - $39.1K
|
469
$39.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$325K - $359K
|
4.3K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.53K- 35.33% |
$191K - $211K
|
4.63K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-203- 2.76% |
$15.4K - $16.9K
|
7.15K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 2.68% |
$3.48K - $3.84K
|
1.67K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.67K- 17.31% |
$202K - $223K
|
12.7K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-245- 3.22% |
$18.5K - $20.5K
|
7.35K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
4.12K+ 3.58% |
$312K - $344K
|
119K
$9.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.11K+ 12.56% |
$83.9K - $92.6K
|
9.94K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
110+ 1.19% |
$8.32K - $9.18K
|
9.36K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.7K- 19.27% |
$1.72M - $1.9M
|
95.3K
$7.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.31K+ 3.22% |
$175K - $193K
|
74.2K
$6.2M
|