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 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.15KNew |
$187K - $200K
|
2.15K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-476- 1.48% |
$41.4K - $44.4K
|
31.6K
$2.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.1K+ 5.64% |
$1.32M - $1.41M
|
283K
$26.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.82K+ 1.41% |
$158K - $169K
|
130K
$12.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.43KNew |
$212K - $226K
|
2.43K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.68K- 4.36% |
$234K - $250K
|
58.9K
$5.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
285+ 0.85% |
$24.8K - $26.6K
|
33.8K
$3.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.72K+ 2.39% |
$411K - $440K
|
202K
$19.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-38- 0.58% |
$3.31K - $3.54K
|
6.48K
$614K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.68K- 5.59% |
$408K - $437K
|
79.1K
$7.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 22.79% |
$165K - $177K
|
10.2K
$968K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
629+ 15.02% |
$54.8K - $58.6K
|
4.82K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-133- 1.32% |
$11.6K - $12.4K
|
9.94K
$941K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-696- 8.11% |
$60.6K - $64.9K
|
7.88K
$747K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
36+ 0.2% |
$3.13K - $3.35K
|
18.1K
$1.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
32+ 0.7% |
$2.79K - $2.98K
|
4.59K
$435K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-752- 4.94% |
$65.5K - $70.1K
|
14.5K
$1.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
34.1K+ 36.1% |
$2.97M - $3.18M
|
129K
$12.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.19% |
$5.75K - $6.15K
|
35.5K
$3.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
452+ 1.8% |
$39.3K - $42.1K
|
25.5K
$2.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
69+ 19.71% |
$6.01K - $6.43K
|
419
$39.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-2.11K- 8.89% |
$184K - $197K
|
21.6K
$2.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-61- 1.26% |
$5.31K - $5.68K
|
4.79K
$454K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-141- 0.39% |
$12.3K - $13.1K
|
36K
$3.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15- 0.21% |
$1.31K - $1.4K
|
7.11K
$673K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
8.99K+ 4.69% |
$783K - $838K
|
201K
$19M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.18K- 15.08% |
$102K - $110K
|
6.63K
$628K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.22K- 13.5% |
$107K - $114K
|
7.84K
$743K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.13K+ 24.13% |
$98.1K - $105K
|
5.8K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.62K+ 7.7% |
$141K - $151K
|
22.7K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
199+ 2.62% |
$17.3K - $18.5K
|
7.79K
$738K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
138+ 8.85% |
$12K - $12.9K
|
1.7K
$161K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
32+ 0.9% |
$2.79K - $2.98K
|
3.6K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
31+ 1.27% |
$2.7K - $2.89K
|
2.47K
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.08K- 6.64% |
$356K - $381K
|
57.4K
$5.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-43- 0.62% |
$3.74K - $4.01K
|
6.91K
$655K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
695+ 2.71% |
$60.5K - $64.8K
|
26.4K
$2.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.67K+ 60.58% |
$320K - $342K
|
9.73K
$922K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
23+ 0.31% |
$2K - $2.14K
|
7.43K
$704K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
204+ 5.15% |
$17.8K - $19K
|
4.16K
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
207+ 2.71% |
$18K - $19.3K
|
7.85K
$743K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-47- 0.41% |
$4.09K - $4.38K
|
11.4K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-487- 1.95% |
$42.4K - $45.4K
|
24.4K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-342- 5.36% |
$29.8K - $31.9K
|
6.04K
$572K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.15% |
$2.18K - $2.33K
|
17.1K
$1.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.2K+ 4.95% |
$105K - $112K
|
25.5K
$2.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
733+ 1.49% |
$63.8K - $68.3K
|
49.8K
$4.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.9K+ 68.36% |
$426K - $456K
|
12.1K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-247- 0.84% |
$21.5K - $23K
|
29.2K
$2.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-20- 0.73% |
$1.74K - $1.86K
|
2.7K
$256K
|
|