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 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
995+ 0.35% |
$86.6K - $92.7K
|
284K
$26.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.21KNew |
$192K - $206K
|
2.21K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-328- 5.0% |
$28.6K - $30.6K
|
6.23K
$590K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
105+ 4.9% |
$9.14K - $9.78K
|
2.25K
$213K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
47.8K+ 4.26% |
$4.16M - $4.45M
|
1.17M
$111M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
866+ 2.97% |
$75.4K - $80.7K
|
30K
$2.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-10- 0.07% |
$871 - $932
|
15.4K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
315+ 12.37% |
$27.4K - $29.4K
|
2.86K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
284+ 0.85% |
$24.7K - $26.5K
|
33.5K
$3.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
43+ 0.95% |
$3.74K - $4.01K
|
4.58K
$434K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
936+ 7.35% |
$81.5K - $87.2K
|
13.7K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.75KNew |
$413K - $442K
|
4.75K
$450K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-315- 7.75% |
$27.4K - $29.4K
|
3.75K
$355K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
341+ 4.25% |
$29.7K - $31.8K
|
8.37K
$793K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.48KNew |
$651K - $697K
|
7.48K
$709K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
8.34K+ 58.98% |
$726K - $777K
|
22.5K
$2.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.3KNew |
$287K - $308K
|
3.3K
$313K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.09KNew |
$269K - $288K
|
3.09K
$293K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
35+ 1.44% |
$3.05K - $3.26K
|
2.47K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.2K+ 37.87% |
$1.59M - $1.7M
|
66.3K
$6.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.24K+ 6.52% |
$108K - $116K
|
20.3K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
40+ 0.27% |
$3.48K - $3.73K
|
14.9K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 0.3% |
$135K - $145K
|
520K
$49.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.26K- 11.85% |
$110K - $117K
|
9.37K
$888K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.26K- 99.35% |
$719K - $770K
|
54
$5.12K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.56K- 42.9% |
$135K - $145K
|
2.07K
$196K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
23K+ 7.56% |
$2.01M - $2.15M
|
328K
$31M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-185- 6.24% |
$16.1K - $17.2K
|
2.78K
$263K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
537+ 11.54% |
$46.7K - $50K
|
5.19K
$492K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.18KNew |
$277K - $296K
|
3.18K
$301K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
7.38K+ 0.71% |
$643K - $688K
|
1.05M
$99.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
245+ 816.67% |
$21.3K - $22.8K
|
275
$26.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
193+ 4.33% |
$16.8K - $18K
|
4.65K
$440K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
794+ 6.47% |
$69.1K - $74K
|
13.1K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-449- 9.98% |
$39.1K - $41.8K
|
4.05K
$384K
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-393- 3.52% |
$34.2K - $36.6K
|
10.8K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
26+ 0.68% |
$2.26K - $2.42K
|
3.86K
$365K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-89- 6.71% |
$7.75K - $8.29K
|
1.24K
$117K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
171+ 1.23% |
$14.9K - $15.9K
|
14.1K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
673+ 299.11% |
$58.6K - $62.7K
|
898
$85.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
2.42KNew |
$211K - $225K
|
2.42K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25+ 25.25% |
$2.18K - $2.33K
|
124
$11.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
550+ 5.01% |
$47.9K - $51.3K
|
11.5K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
638+ 24.16% |
$55.5K - $59.5K
|
3.28K
$311K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10+ 0.02% |
$871 - $932
|
57.5K
$5.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-151- 1.2% |
$13.1K - $14.1K
|
12.4K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12.7K+ 4.97% |
$1.11M - $1.19M
|
269K
$25.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
9.25K+ 3.49% |
$805K - $862K
|
274K
$26M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
188K+ 942.33% |
$16.4M - $17.6M
|
208K
$19.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.23% |
$522 - $559
|
2.67K
$253K
|
|