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 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-190- 4.17% |
$10.6K - $12.9K
|
4.37K
$414K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27New |
$1.51K - $1.83K
|
27
$2.56K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-2.28K- 27.26% |
$127K - $155K
|
6.07K
$575K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-600Closed |
$33.5K - $40.3K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
150New |
$8.36K - $10.1K
|
150
$14.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
711New |
$39.6K - $47.8K
|
711
$67.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.48% |
$167 - $202
|
630
$59.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24.8K+ 8.58% |
$1.38M - $1.66M
|
313K
$29.7M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.56K+ 3.07% |
$198K - $239K
|
119K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.83KNew |
$381K - $459K
|
6.83K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.94K- 89.75% |
$220K - $265K
|
450
$42.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
747+ 5.18% |
$41.6K - $50.2K
|
15.2K
$1.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.23K+ 33.37% |
$124K - $150K
|
8.91K
$844K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
167New |
$9.31K - $11.2K
|
167
$15.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
300New |
$16.7K - $20.2K
|
300
$28.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.65KNew |
$371K - $447K
|
6.65K
$630K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.3KNew |
$1.69M - $2.03M
|
30.3K
$2.87M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
19+ 0.46% |
$1.06K - $1.28K
|
4.17K
$395K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
307New |
$17.1K - $20.6K
|
307
$29.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-8.37K- 83.17% |
$467K - $563K
|
1.7K
$161K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-767- 91.86% |
$42.8K - $51.5K
|
68
$6.44K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102New |
$5.69K - $6.85K
|
102
$9.66K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33KClosed |
$241K - $291K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
263+ 2.36% |
$14.7K - $17.7K
|
11.4K
$1.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.53K+ 0.85% |
$141K - $170K
|
300K
$28.4M
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17- 0.46% |
$1.05K - $1.27K
|
3.7K
$351K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$1.17K - $1.42K
|
19
$1.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.37KClosed |
$269K - $326K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
1+ 6.25% |
$61.6 - $74.7
|
17
$1.61K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
424+ 7.2% |
$26.1K - $31.7K
|
6.31K
$598K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
597+ 6.53% |
$36.8K - $44.6K
|
9.74K
$923K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
223New |
$13.7K - $16.7K
|
223
$21.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
246+ 0.93% |
$15.2K - $18.4K
|
26.7K
$2.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.2KClosed |
$444K - $538K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.48K - $1.79K
|
24
$2.27K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
249New |
$15.3K - $18.6K
|
249
$23.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-780Closed |
$48.1K - $58.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
288New |
$17.8K - $21.5K
|
288
$27.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 2.23% |
$1.23K - $1.49K
|
917
$86.9K
|
|
|
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
$1.59M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
557New |
$34.3K - $41.6K
|
557
$52.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$308 - $373
|
5
$474
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
882+ 136.53% |
$54.4K - $65.9K
|
1.53K
$145K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$123 - $149
|
2
$189
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-7.26K- 93.11% |
$447K - $542K
|
537
$50.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.78KNew |
$110K - $133K
|
1.78K
$169K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
67New |
$4.13K - $5K
|
67
$6.35K
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.37K- 14.51% |
$84.6K - $102K
|
8.08K
$766K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$108K - $131K
|
0
$0
|
|