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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
17+ 0.03% |
$1.48K - $1.58K
|
62.5K
$5.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 1.21% |
$1.65K - $1.77K
|
1.59K
$151K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-538- 0.69% |
$46.8K - $50.1K
|
77.4K
$7.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-3.55K- 48.72% |
$309K - $331K
|
3.74K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
21New |
$1.83K - $1.96K
|
21
$1.99K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
610+ 27.02% |
$53.1K - $56.8K
|
2.87K
$272K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
355+ 3.58% |
$30.9K - $33.1K
|
10.3K
$973K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
300New |
$26.1K - $28K
|
300
$28.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.8K+ 54.91% |
$4.68M - $5.01M
|
152K
$14.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
293+ 6.51% |
$25.5K - $27.3K
|
4.79K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
2.27KNew |
$198K - $212K
|
2.27K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10- 1.73% |
$871 - $932
|
569
$53.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-847- 24.69% |
$73.7K - $78.9K
|
2.58K
$245K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-616- 18.73% |
$53.6K - $57.4K
|
2.67K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
638+ 7.02% |
$55.5K - $59.5K
|
9.73K
$922K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.45K+ 2.22% |
$475K - $508K
|
251K
$23.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
49+ 2.14% |
$4.27K - $4.57K
|
2.34K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
213+ 4.04% |
$18.5K - $19.8K
|
5.49K
$520K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
109+ 1.85% |
$9.49K - $10.2K
|
5.99K
$567K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.45K+ 3048.63% |
$387K - $415K
|
4.6K
$436K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-52- 0.29% |
$4.53K - $4.85K
|
17.8K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
14.6K+ 17.21% |
$1.27M - $1.36M
|
99.4K
$9.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
664+ 1.02% |
$57.8K - $61.9K
|
66K
$6.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
4.82K+ 18.1% |
$419K - $449K
|
31.4K
$2.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.7K+ 2.61% |
$148K - $158K
|
66.8K
$6.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.19K+ 3.75% |
$103K - $111K
|
32.9K
$3.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
580+ 19.26% |
$50.5K - $54.1K
|
3.59K
$340K
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-112- 2.01% |
$9.75K - $10.4K
|
5.47K
$518K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10+ 0.29% |
$871 - $932
|
3.41K
$323K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-13.9K- 6.36% |
$1.21M - $1.29M
|
204K
$19.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$895K - $959K
|
10.3K
$975K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-75- 8.74% |
$6.53K - $6.99K
|
783
$74.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
105+ 1.28% |
$9.14K - $9.78K
|
8.28K
$784K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.7K- 5.68% |
$670K - $718K
|
128K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
55+ 2.06% |
$4.79K - $5.13K
|
2.73K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 52.49% |
$994K - $1.06M
|
33.2K
$3.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.62K+ 65.85% |
$228K - $244K
|
6.59K
$624K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
83+ 0.13% |
$7.23K - $7.73K
|
62.3K
$5.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
93+ 1.57% |
$8.1K - $8.67K
|
6.01K
$569K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
420+ 1.61% |
$36.6K - $39.1K
|
26.6K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2.16K- 5.94% |
$188K - $201K
|
34.1K
$3.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.44K+ 37.12% |
$125K - $134K
|
5.32K
$504K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-4- 0.15% |
$348 - $373
|
2.72K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-94- 3.13% |
$8.18K - $8.76K
|
2.91K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-406- 0.35% |
$35.3K - $37.8K
|
116K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-21.1K- 6.95% |
$1.84M - $1.97M
|
283K
$26.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.15K- 10.88% |
$187K - $201K
|
17.6K
$1.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
3.37KNew |
$293K - $314K
|
3.37K
$319K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
82+ 3.48% |
$7.14K - $7.64K
|
2.44K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
64+ 0.39% |
$5.57K - $5.96K
|
16.6K
$1.57M
|
|