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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.86KNew |
$595K - $656K
|
7.86K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
669+ 2.96% |
$50.6K - $55.8K
|
23.3K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-770- 0.48% |
$58.3K - $64.3K
|
161K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.9K+ 12.93% |
$1.12M - $1.24M
|
130K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30New |
$2.27K - $2.5K
|
30
$2.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.03% |
$151 - $167
|
5.97K
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.4K- 9.55% |
$257K - $284K
|
32.2K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
512+ 2.63% |
$38.7K - $42.7K
|
20K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.25K+ 92.64% |
$94.3K - $104K
|
2.59K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-864- 0.88% |
$65.4K - $72.1K
|
96.9K
$8.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
615+ 3.49% |
$46.5K - $51.3K
|
18.2K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
648+ 4.12% |
$49K - $54.1K
|
16.4K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.98K- 1.35% |
$226K - $249K
|
219K
$18.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.06K+ 10.11% |
$80K - $88.2K
|
11.5K
$962K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
16+ 0.08% |
$1.21K - $1.34K
|
19.6K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
341+ 4.44% |
$25.8K - $28.5K
|
8.02K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-15- 0.39% |
$1.13K - $1.25K
|
3.88K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
739+ 14.4% |
$55.9K - $61.7K
|
5.87K
$491K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
307+ 12.55% |
$23.2K - $25.6K
|
2.75K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.28K+ 2.77% |
$96.7K - $107K
|
47.4K
$3.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$2.2M - $2.43M
|
29.1K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
79KNew |
$5.97M - $6.59M
|
79K
$6.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
43+ 1.02% |
$3.25K - $3.59K
|
4.27K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
44+ 0.4% |
$3.33K - $3.67K
|
11K
$917K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
129+ 3.87% |
$9.76K - $10.8K
|
3.46K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.25K+ 4.66% |
$322K - $355K
|
95.5K
$7.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-28- 0.08% |
$2.12K - $2.34K
|
35.8K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
682New |
$51.6K - $56.9K
|
682
$57K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-17- 0.26% |
$1.29K - $1.42K
|
6.45K
$539K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.54K- 95.8% |
$268K - $295K
|
155
$13K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
172New |
$13K - $14.4K
|
172
$14.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-862- 0.72% |
$65.2K - $72K
|
120K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.44K+ 29.32% |
$336K - $370K
|
19.6K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-680- 10.04% |
$51.4K - $56.8K
|
6.09K
$509K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3+ 0.45% |
$227 - $250
|
673
$56.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-303- 2.92% |
$22.9K - $25.3K
|
10.1K
$843K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.94K+ 0.81% |
$147K - $162K
|
241K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
60+ 0.91% |
$4.54K - $5.01K
|
6.69K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.67K+ 18.4% |
$731K - $807K
|
62.2K
$5.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
272K+ 4.77% |
$20.5M - $22.7M
|
5.96M
$499M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.75K- 0.43% |
$132K - $146K
|
403K
$33.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30+ 62.5% |
$2.27K - $2.5K
|
78
$6.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-414- 5.91% |
$31.3K - $34.6K
|
6.59K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-634- 73.81% |
$48K - $52.9K
|
225
$18.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-898- 14.85% |
$67.9K - $75K
|
5.15K
$431K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1.62% |
$4.46K - $4.92K
|
3.71K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 1.5% |
$98.7K - $109K
|
88.1K
$7.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
195+ 4.43% |
$14.8K - $16.3K
|
4.59K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
202+ 4.98% |
$15.3K - $16.9K
|
4.26K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10- 0.07% |
$757 - $835
|
13.5K
$1.13M
|