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 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 41.56% |
$314K - $347K
|
14.2K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
22+ 0.63% |
$1.66K - $1.84K
|
3.53K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.12K- 15.45% |
$161K - $177K
|
11.6K
$924K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
84+ 1.33% |
$6.35K - $7.01K
|
6.4K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-261- 1.01% |
$19.7K - $21.8K
|
25.6K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.27K- 22.48% |
$323K - $357K
|
14.7K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.21K+ 14.58% |
$319K - $352K
|
33.1K
$2.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-408- 0.71% |
$30.9K - $34.1K
|
56.7K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
19+ 0.37% |
$1.44K - $1.59K
|
5.22K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.64K+ 16.97% |
$124K - $137K
|
11.3K
$900K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
61+ 2.27% |
$4.61K - $5.09K
|
2.75K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$232K - $256K
|
3.06K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.12K+ 6.6% |
$84.5K - $93.2K
|
18K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
35.1K+ 40.5% |
$2.65M - $2.93M
|
122K
$9.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.31K+ 12.75% |
$99.3K - $110K
|
11.6K
$922K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-617- 2.01% |
$46.7K - $51.5K
|
30.2K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-256- 3.23% |
$19.4K - $21.4K
|
7.67K
$610K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.86K+ 6.42% |
$519K - $573K
|
114K
$9.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.35K+ 109.93% |
$102K - $113K
|
2.58K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
840+ 4.22% |
$63.5K - $70.1K
|
20.7K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-110- 0.13% |
$8.32K - $9.18K
|
85.1K
$6.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.45K+ 15.67% |
$109K - $121K
|
10.7K
$849K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
825+ 8.52% |
$62.4K - $68.9K
|
10.5K
$836K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1K+ 2.68% |
$75.8K - $83.6K
|
38.3K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.41K+ 12.82% |
$107K - $118K
|
12.4K
$988K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-195- 2.76% |
$14.8K - $16.3K
|
6.87K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 3.91% |
$120K - $133K
|
42.2K
$3.36M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
25+ 0.74% |
$1.89K - $2.09K
|
3.39K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
292+ 6.45% |
$22.1K - $24.4K
|
4.82K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
361+ 2.91% |
$27.3K - $30.1K
|
12.8K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
67+ 6.81% |
$5.07K - $5.59K
|
1.05K
$83.6K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
32New |
$2.42K - $2.67K
|
32
$2.54K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
623+ 6.53% |
$47.1K - $52K
|
10.2K
$808K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
51+ 1.63% |
$3.86K - $4.26K
|
3.18K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
93New |
$7.04K - $7.76K
|
93
$7.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.53KNew |
$267K - $294K
|
3.53K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.02K+ 17.91% |
$229K - $252K
|
19.9K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.01K- 2.29% |
$303K - $335K
|
171K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
238+ 0.68% |
$18K - $19.9K
|
35.5K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.23K+ 5.43% |
$93.3K - $103K
|
24K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-342- 2.35% |
$25.9K - $28.5K
|
14.2K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 4.23% |
$7.94K - $8.76K
|
2.59K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
56+ 1.59% |
$4.24K - $4.67K
|
3.57K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 10.02% |
$106K - $117K
|
12.6K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-245- 2.78% |
$18.5K - $20.5K
|
8.56K
$681K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.56K+ 6.91% |
$572K - $631K
|
117K
$9.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-43- 0.62% |
$3.25K - $3.59K
|
6.94K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.08K+ 5.64% |
$233K - $257K
|
57.7K
$4.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.9K+ 9.38% |
$1.51M - $1.66M
|
232K
$18.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
212+ 1.59% |
$16K - $17.7K
|
13.6K
$1.08M
|