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 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-279K- 6.08% |
$21.1M - $23.7M
|
4.31M
$343M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-64- 0.96% |
$4.84K - $5.43K
|
6.59K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.93K+ 33.4% |
$297K - $333K
|
15.7K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
362+ 3.7% |
$27.4K - $30.7K
|
10.1K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.18K- 8.39% |
$391K - $439K
|
56.5K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.11KNew |
$235K - $264K
|
3.11K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
450+ 2.45% |
$34K - $38.2K
|
18.8K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
15.4KNew |
$1.17M - $1.31M
|
15.4K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.05K+ 7.47% |
$79K - $88.7K
|
15K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.27K+ 2.5% |
$96.3K - $108K
|
52.2K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
34.1K+ 4.21% |
$2.58M - $2.9M
|
844K
$67.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.57KNew |
$118K - $133K
|
1.57K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.49K+ 0.57% |
$718K - $806K
|
1.66M
$132M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 2.14% |
$4.92K - $5.52K
|
3.11K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
300+ 2.8% |
$22.7K - $25.5K
|
11K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
719+ 12.01% |
$54.4K - $61K
|
6.71K
$535K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147K+ 14.88% |
$11.1M - $12.4M
|
1.13M
$90.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.53K+ 4.72% |
$721K - $809K
|
212K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.36K+ 43.34% |
$254K - $285K
|
11.1K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.8K- 84.89% |
$1.35M - $1.51M
|
3.17K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
546+ 4.76% |
$41.3K - $46.3K
|
12K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.39K- 6.97% |
$332K - $373K
|
58.6K
$4.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
9.03K+ 3.63% |
$683K - $767K
|
258K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.83KNew |
$668K - $749K
|
8.83K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
256K+ 5.84% |
$19.3M - $21.7M
|
4.63M
$369M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.3K+ 13.93% |
$2.37M - $2.66M
|
256K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65K- 18.69% |
$4.92M - $5.52M
|
283K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.56KNew |
$269K - $302K
|
3.56K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
382+ 7.95% |
$28.9K - $32.4K
|
5.19K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
328+ 11.88% |
$24.8K - $27.8K
|
3.09K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.4K- 3.98% |
$1.24M - $1.39M
|
395K
$31.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
34New |
$2.57K - $2.89K
|
34
$2.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.8K- 12.25% |
$1.27M - $1.43M
|
120K
$9.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.7K+ 3.78% |
$2.62M - $2.95M
|
953K
$76M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-20.7K- 19.39% |
$1.57M - $1.76M
|
86.2K
$6.87M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-121- 1.8% |
$9.15K - $10.3K
|
6.59K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$183K - $205K
|
2.42K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.99K- 1.84% |
$226K - $254K
|
160K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.48K- 1.69% |
$263K - $296K
|
202K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
6.73K+ 142.02% |
$509K - $571K
|
11.5K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-6.72K- 10.19% |
$508K - $570K
|
59.2K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
135+ 3.48% |
$10.2K - $11.5K
|
4.02K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
122+ 1.43% |
$9.23K - $10.4K
|
8.63K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-400- 1.73% |
$30.3K - $34K
|
22.8K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
51+ 1.02% |
$3.86K - $4.33K
|
5.03K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.46KNew |
$186K - $209K
|
2.46K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.44K+ 1.33% |
$109K - $122K
|
110K
$8.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12- 0.1% |
$908 - $1.02K
|
12.2K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.48K- 1.63% |
$415K - $465K
|
331K
$26.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
276+ 0.6% |
$20.9K - $23.4K
|
46.6K
$3.72M
|