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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.74K- 46.52% |
$239K - $255K
|
3.15K
$298K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.62KNew |
$228K - $244K
|
2.62K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.76K+ 2.51% |
$588K - $630K
|
276K
$26.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
32.5K+ 0.84% |
$2.83M - $3.03M
|
3.89M
$368M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
37.2K+ 2.45% |
$3.24M - $3.46M
|
1.55M
$147M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.51K+ 0.67% |
$218K - $234K
|
379K
$35.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.53K+ 4.97% |
$133K - $143K
|
32.3K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.08K- 5.91% |
$355K - $380K
|
64.9K
$6.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8- 0.08% |
$696 - $746
|
9.53K
$903K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-669- 1.76% |
$58.2K - $62.3K
|
37.3K
$3.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
575+ 6.46% |
$50.1K - $53.6K
|
9.47K
$897K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.06K- 3.46% |
$354K - $379K
|
113K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
143K+ 222.72% |
$12.4M - $13.3M
|
207K
$19.6M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
16+ 0.15% |
$1.39K - $1.49K
|
10.8K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
127K+ 3.22% |
$11.1M - $11.9M
|
4.09M
$388M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$871 - $932
|
10
$947
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-2.28K- 5.45% |
$199K - $213K
|
39.6K
$3.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4.08K- 10.08% |
$355K - $380K
|
36.4K
$3.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
107+ 0.83% |
$9.31K - $9.97K
|
13K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-100- 11.31% |
$8.71K - $9.32K
|
784
$74.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.1K+ 11.68% |
$1.92M - $2.06M
|
211K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-468- 0.36% |
$40.7K - $43.6K
|
131K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-91- 3.51% |
$7.92K - $8.48K
|
2.5K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-569- 0.99% |
$49.5K - $53K
|
56.7K
$5.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.9K+ 2.99% |
$514K - $550K
|
203K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-429- 2.95% |
$37.3K - $40K
|
14.1K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 8.35% |
$1.25M - $1.34M
|
187K
$17.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.33K+ 5.45% |
$290K - $311K
|
64.5K
$6.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-260- 2.05% |
$22.6K - $24.2K
|
12.4K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
312+ 6.84% |
$27.2K - $29.1K
|
4.88K
$462K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9- 0.07% |
$783 - $839
|
12.4K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
38+ 0.73% |
$3.31K - $3.54K
|
5.25K
$498K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-486- 2.06% |
$42.3K - $45.3K
|
23.1K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.69K+ 3.02% |
$321K - $344K
|
126K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-70- 2.27% |
$6.09K - $6.52K
|
3.02K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 1.32% |
$1.74K - $1.86K
|
1.54K
$146K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
103+ 3.57% |
$8.97K - $9.6K
|
2.99K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-822- 10.82% |
$71.6K - $76.6K
|
6.77K
$642K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
8New |
$696 - $746
|
8
$758
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.92K+ 16.23% |
$864K - $925K
|
71K
$6.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 20.1% |
$11.4M - $12.3M
|
786K
$74.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6K+ 52.69% |
$925K - $990K
|
30.8K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.3K+ 5.32% |
$548K - $587K
|
125K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-69- 0.13% |
$6.01K - $6.43K
|
54.2K
$5.13M
|
|