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 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.23% |
$522 - $559
|
2.67K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-151- 2.49% |
$13.1K - $14.1K
|
5.92K
$561K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
92KNew |
$8.01M - $8.57M
|
92K
$8.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.1K+ 10.37% |
$1.49M - $1.6M
|
182K
$17.3M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
26New |
$2.26K - $2.42K
|
26
$2.46K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.77K+ 1.39% |
$502K - $538K
|
422K
$39.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$174 - $186
|
4.66K
$442K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
17New |
$1.48K - $1.58K
|
17
$1.61K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
76+ 1.96% |
$6.62K - $7.08K
|
3.95K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
120+ 4.05% |
$10.4K - $11.2K
|
3.09K
$292K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-50- 1.4% |
$4.35K - $4.66K
|
3.52K
$334K
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-961- 16.89% |
$83.7K - $89.6K
|
4.73K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 100.33% |
$264K - $282K
|
6.05K
$573K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 3.04% |
$140K - $150K
|
54.7K
$5.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$1.57K - $1.68K
|
18
$1.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-626K- 28.57% |
$54.5M - $58.4M
|
1.57M
$148M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20+ 57.14% |
$1.74K - $1.86K
|
55
$5.21K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
48+ 7.56% |
$4.18K - $4.47K
|
683
$64.7K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-21- 2.62% |
$1.83K - $1.96K
|
780
$73.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.46K+ 6.44% |
$127K - $136K
|
24.1K
$2.28M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.45K+ 16.5% |
$388K - $415K
|
31.4K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.57K+ 5.5% |
$485K - $519K
|
107K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-235- 6.22% |
$20.5K - $21.9K
|
3.54K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-86.3K- 44.17% |
$7.51M - $8.04M
|
109K
$10.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
22+ 0.07% |
$1.92K - $2.05K
|
30.4K
$2.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 2.22% |
$2K - $2.14K
|
1.06K
$100K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.08K+ 27.99% |
$181K - $194K
|
9.52K
$902K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
358+ 14.3% |
$31.2K - $33.4K
|
2.86K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-4- 0.02% |
$348 - $373
|
18.7K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
511+ 56.84% |
$44.5K - $47.6K
|
1.41K
$134K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.17% |
$435 - $466
|
2.87K
$272K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
241+ 3.78% |
$21K - $22.5K
|
6.62K
$627K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
145New |
$12.6K - $13.5K
|
145
$13.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-178- 23.92% |
$15.5K - $16.6K
|
566
$53.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
760+ 8.15% |
$66.2K - $70.8K
|
10.1K
$956K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-30- 0.09% |
$2.61K - $2.8K
|
35K
$3.31M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.67K- 0.83% |
$232K - $248K
|
317K
$30.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-800- 5.93% |
$69.6K - $74.6K
|
12.7K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.12KNew |
$184K - $197K
|
2.12K
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.91K- 1.87% |
$253K - $271K
|
152K
$14.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
139+ 5.75% |
$12.1K - $13K
|
2.56K
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-45- 0.86% |
$3.92K - $4.19K
|
5.2K
$493K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
9+ 0.12% |
$783 - $839
|
7.7K
$729K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.04K+ 4.19% |
$90.2K - $96.5K
|
25.8K
$2.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.44K+ 11.23% |
$213K - $228K
|
24.2K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-440- 2.38% |
$38.3K - $41K
|
18.1K
$1.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
700+ 29.25% |
$60.9K - $65.2K
|
3.09K
$293K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.15K- 4.28% |
$99.8K - $107K
|
25.7K
$2.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-73- 0.29% |
$6.35K - $6.8K
|
25.5K
$2.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-384- 1.26% |
$33.4K - $35.8K
|
30.1K
$2.85M
|
|