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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54+ 1.14% |
$4.7K - $5.03K
|
4.77K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-12- 0.41% |
$1.04K - $1.12K
|
2.92K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.61K- 15.53% |
$314K - $336K
|
19.6K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.77K+ 11.79% |
$154K - $164K
|
16.7K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.78K- 76.31% |
$155K - $166K
|
553
$52.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 1.89% |
$1.31K - $1.4K
|
809
$76.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68.1K+ 5.36% |
$5.93M - $6.35M
|
1.34M
$127M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.03KNew |
$264K - $282K
|
3.03K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-150K- 3.1% |
$13.1M - $14M
|
4.69M
$444M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.53K+ 60.66% |
$133K - $143K
|
4.06K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30K+ 34.58% |
$2.61M - $2.8M
|
117K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.62K+ 29.43% |
$315K - $338K
|
15.9K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.3K+ 33.51% |
$374K - $401K
|
17.1K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 5.05% |
$1.19M - $1.28M
|
285K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.98K+ 15.42% |
$434K - $464K
|
37.3K
$3.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26- 3.81% |
$2.26K - $2.42K
|
657
$62.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-187K- 97.56% |
$16.2M - $17.4M
|
4.66K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.75K+ 0.86% |
$414K - $443K
|
554K
$52.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
179New |
$15.6K - $16.7K
|
179
$17K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.51KNew |
$218K - $234K
|
2.51K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190+ 404.26% |
$16.5K - $17.7K
|
237
$22.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$1.09M - $1.16M
|
12.5K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6New |
$522 - $559
|
6
$568
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.1K+ 8.63% |
$1.58M - $1.69M
|
228K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.7KNew |
$235K - $251K
|
2.7K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
299New |
$26K - $27.9K
|
299
$28.3K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.54K+ 5.65% |
$395K - $423K
|
84.8K
$8.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
37K+ 10.17% |
$3.22M - $3.45M
|
401K
$38M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-19.4K- 85.21% |
$1.69M - $1.81M
|
3.36K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-94- 8.31% |
$8.18K - $8.76K
|
1.04K
$98.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
693+ 13.05% |
$60.3K - $64.6K
|
6K
$569K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
273KNew |
$23.8M - $25.5M
|
273K
$25.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-19- 0.19% |
$1.65K - $1.77K
|
10.2K
$962K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.02% |
$522 - $559
|
36.5K
$3.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.03K- 0.88% |
$89.3K - $95.6K
|
115K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
540+ 0.46% |
$47K - $50.3K
|
117K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.23K+ 14.7% |
$107K - $115K
|
9.61K
$910K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$87.1 - $93.2
|
1
$94.7
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
349+ 1.83% |
$30.4K - $32.5K
|
19.5K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
720+ 139.53% |
$62.7K - $67.1K
|
1.24K
$117K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.86K+ 2.2% |
$336K - $360K
|
180K
$17M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.88K+ 42.09% |
$599K - $641K
|
23.2K
$2.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.34KNew |
$204K - $218K
|
2.34K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.6K+ 17.35% |
$487K - $522K
|
37.9K
$3.59M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
163New |
$14.2K - $15.2K
|
163
$15.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.1K- 0.18% |
$270K - $289K
|
1.68M
$160M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
237+ 3.6% |
$20.6K - $22.1K
|
6.83K
$647K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-37.5K- 3.01% |
$3.26M - $3.49M
|
1.21M
$114M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-78K- 80.36% |
$6.79M - $7.26M
|
19.1K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.59K+ 47.53% |
$138K - $148K
|
4.92K
$466K
|
|