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 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
974+ 42.04% |
$84.8K - $90.8K
|
3.29K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 0.52% |
$15.2K - $16.3K
|
33.7K
$3.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.58K- 19.21% |
$138K - $148K
|
6.66K
$631K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-4.29K- 8.21% |
$373K - $399K
|
47.9K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6K+ 30.9% |
$522K - $559K
|
25.4K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.52K+ 48.61% |
$393K - $421K
|
13.8K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47+ 0.33% |
$4.09K - $4.38K
|
14.3K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-30.3K- 80.98% |
$2.64M - $2.82M
|
7.12K
$674K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.05K+ 1.92% |
$265K - $284K
|
161K
$15.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
171+ 3.71% |
$14.9K - $15.9K
|
4.78K
$453K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.66K- 8.91% |
$144K - $155K
|
16.9K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.56K+ 4.64% |
$136K - $146K
|
35.2K
$3.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-114K- 91.9% |
$9.89M - $10.6M
|
10K
$948K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
273+ 4.85% |
$23.8K - $25.4K
|
5.9K
$559K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-299K- 85.72% |
$26.1M - $27.9M
|
49.9K
$4.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
370+ 21.11% |
$32.2K - $34.5K
|
2.12K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.49K+ 4.39% |
$129K - $139K
|
35.3K
$3.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
529+ 4.64% |
$46K - $49.3K
|
11.9K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.24K+ 19.87% |
$195K - $209K
|
13.5K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.47% |
$1.22K - $1.3K
|
2.97K
$282K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
2.42KNew |
$211K - $226K
|
2.42K
$229K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
168+ 2.76% |
$14.6K - $15.7K
|
6.26K
$593K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-12- 0.32% |
$1.04K - $1.12K
|
3.75K
$355K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-475- 2.82% |
$41.3K - $44.3K
|
16.4K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
644+ 49.09% |
$56.1K - $60K
|
1.96K
$185K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4- 2.2% |
$348 - $373
|
178
$16.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7.66K+ 110.3% |
$667K - $714K
|
14.6K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
197+ 3.96% |
$17.1K - $18.4K
|
5.18K
$491K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
169+ 43.33% |
$14.7K - $15.7K
|
559
$53K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.2K+ 35.95% |
$279K - $298K
|
12.1K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$87.1 - $93.2
|
2.86K
$271K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-3- 0.35% |
$261 - $280
|
859
$81.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-28.3K- 29.24% |
$2.47M - $2.64M
|
68.6K
$6.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.28KNew |
$198K - $212K
|
2.28K
$216K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-55.4K- 6.63% |
$4.82M - $5.16M
|
780K
$73.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-296- 1.14% |
$25.8K - $27.6K
|
25.7K
$2.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.32K- 14.56% |
$115K - $123K
|
7.75K
$734K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.9K- 0.39% |
$252K - $270K
|
742K
$70.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.11K+ 4.8% |
$96.2K - $103K
|
24.1K
$2.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
676K+ 9.43% |
$58.9M - $63M
|
7.85M
$744M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
175+ 2.64% |
$15.2K - $16.3K
|
6.81K
$645K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-36.1K- 5.18% |
$3.14M - $3.36M
|
660K
$62.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-227- 4.53% |
$19.8K - $21.2K
|
4.78K
$453K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.2K+ 26.64% |
$192K - $205K
|
10.5K
$991K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.13K+ 10.21% |
$98.5K - $105K
|
12.2K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
52+ 1.0% |
$4.53K - $4.85K
|
5.24K
$497K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.14K+ 11.45% |
$361K - $386K
|
40.3K
$3.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-110- 3.32% |
$9.58K - $10.3K
|
3.2K
$303K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
900+ 4.49% |
$78.3K - $83.9K
|
20.9K
$1.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
302+ 7.53% |
$26.3K - $28.1K
|
4.31K
$408K
|
|