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 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
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-43- 0.75% |
$3.74K - $4.01K
|
5.67K
$537K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
71+ 1.06% |
$6.18K - $6.62K
|
6.77K
$642K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-17.5K- 16.23% |
$1.53M - $1.63M
|
90.5K
$8.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 19.56% |
$131K - $140K
|
9.18K
$870K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.51K- 10.82% |
$219K - $234K
|
20.7K
$1.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-28.6KClosed |
$2.49M - $2.67M
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
264+ 9.37% |
$23K - $24.6K
|
3.08K
$292K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.1K+ 41.07% |
$2.62M - $2.81M
|
104K
$9.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.2K+ 3.68% |
$279K - $298K
|
90.1K
$8.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.2KNew |
$192K - $205K
|
2.2K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$783 - $839
|
8.64K
$818K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-13- 0.35% |
$1.13K - $1.21K
|
3.73K
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
35+ 0.26% |
$3.05K - $3.26K
|
13.6K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-469- 5.29% |
$40.8K - $43.7K
|
8.4K
$796K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.3K- 3.83% |
$113K - $121K
|
32.7K
$3.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-491- 2.65% |
$42.7K - $45.8K
|
18.1K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
199+ 0.86% |
$17.3K - $18.5K
|
23.4K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.26% |
$958 - $1.03K
|
4.32K
$409K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-58.2K- 7.06% |
$5.06M - $5.42M
|
766K
$72.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-32- 0.13% |
$2.79K - $2.98K
|
25K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.57K+ 4.04% |
$137K - $146K
|
40.4K
$3.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
326+ 5.74% |
$28.4K - $30.4K
|
6K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.39K- 1.16% |
$382K - $409K
|
375K
$35.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-283- 1.85% |
$24.6K - $26.4K
|
15K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.21KNew |
$279K - $299K
|
3.21K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-54- 7.0% |
$4.7K - $5.03K
|
717
$67.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.16K- 2.32% |
$101K - $108K
|
48.8K
$4.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
208+ 19.75% |
$18.1K - $19.4K
|
1.26K
$119K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-453- 0.57% |
$39.4K - $42.2K
|
78.4K
$7.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
2.87KNew |
$250K - $267K
|
2.87K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
677+ 4.94% |
$58.9K - $63.1K
|
14.4K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
214+ 2.06% |
$18.6K - $19.9K
|
10.6K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.99K+ 8.12% |
$434K - $465K
|
66.4K
$6.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-195- 0.67% |
$17K - $18.2K
|
29.1K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
187+ 5.01% |
$16.3K - $17.4K
|
3.92K
$371K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-103- 2.96% |
$8.97K - $9.6K
|
3.37K
$319K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.18KNew |
$190K - $203K
|
2.18K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-11- 0.12% |
$958 - $1.03K
|
8.92K
$845K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-137- 4.77% |
$11.9K - $12.8K
|
2.73K
$259K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 15.7% |
$134K - $143K
|
11.3K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 1.28% |
$3.48K - $3.73K
|
3.16K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.16KNew |
$188K - $201K
|
2.16K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
667+ 27.84% |
$58.1K - $62.2K
|
3.06K
$290K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-207- 2.71% |
$18K - $19.3K
|
7.44K
$705K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-160- 0.55% |
$13.9K - $14.9K
|
28.8K
$2.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
255+ 4.07% |
$22.2K - $23.8K
|
6.51K
$617K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
250+ 2.1% |
$21.8K - $23.3K
|
12.2K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
291+ 0.32% |
$25.3K - $27.1K
|
92K
$8.72M
|
|