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, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-415- 1.15% |
$31.4K - $35.2K
|
35.6K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
180+ 7.11% |
$13.6K - $15.3K
|
2.71K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.11K- 16.31% |
$311K - $349K
|
21.1K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
74K+ 75.07% |
$5.6M - $6.28M
|
173K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$756 - $849
|
6.63K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-720- 2.11% |
$54.5K - $61.1K
|
33.5K
$2.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 0.88% |
$1.13K - $1.27K
|
1.72K
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
63+ 0.82% |
$4.76K - $5.35K
|
7.71K
$613K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.96K- 7.36% |
$224K - $251K
|
37.2K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
687New |
$52K - $58.3K
|
687
$54.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33+ 0.54% |
$2.5K - $2.8K
|
6.14K
$488K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.24% |
$908 - $1.02K
|
5.04K
$401K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
7.43K+ 3.17% |
$562K - $631K
|
242K
$19.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
6.76K+ 7.36% |
$511K - $574K
|
98.7K
$7.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16.1K+ 4.55% |
$1.22M - $1.37M
|
370K
$29.5M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
572+ 3.03% |
$43.3K - $48.6K
|
19.4K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-689- 18.9% |
$52.1K - $58.5K
|
2.96K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-4K- 62.17% |
$303K - $340K
|
2.43K
$194K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-868- 68.29% |
$65.6K - $73.7K
|
403
$32K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-739- 2.86% |
$55.9K - $62.7K
|
25.1K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
193+ 5.69% |
$14.6K - $16.4K
|
3.58K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
320+ 4.62% |
$24.2K - $27.2K
|
7.24K
$576K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.38K+ 8.08% |
$104K - $117K
|
18.4K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.37K+ 65.43% |
$255K - $286K
|
8.53K
$678K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.61% |
$2.12K - $2.38K
|
4.55K
$361K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
7.03KNew |
$531K - $597K
|
7.03K
$559K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
21.2K+ 2.71% |
$1.6M - $1.8M
|
802K
$63.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.89K+ 2.27% |
$370K - $415K
|
220K
$17.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24+ 10.3% |
$1.82K - $2.04K
|
257
$20.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-173- 28.36% |
$13.1K - $14.7K
|
437
$34.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
300+ 9.68% |
$22.7K - $25.5K
|
3.4K
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 5.51% |
$2.65K - $2.97K
|
670
$53.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.22KNew |
$395K - $443K
|
5.22K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 1.51% |
$106K - $119K
|
94K
$7.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.25K- 0.77% |
$94.8K - $106K
|
162K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 2.25% |
$7.26K - $8.15K
|
4.17K
$331K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
25+ 2.96% |
$1.89K - $2.12K
|
869
$69.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.38KNew |
$180K - $202K
|
2.38K
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
300+ 2.02% |
$22.7K - $25.5K
|
15.1K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-159- 4.15% |
$12K - $13.5K
|
3.68K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26K- 10.5% |
$1.97M - $2.21M
|
222K
$17.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.07KNew |
$308K - $346K
|
4.07K
$324K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
69+ 2.27% |
$5.22K - $5.86K
|
3.11K
$247K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-5.57K- 42.06% |
$421K - $472K
|
7.67K
$610K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-120- 1.82% |
$9.08K - $10.2K
|
6.48K
$515K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
150+ 1.99% |
$11.3K - $12.7K
|
7.68K
$611K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.75KNew |
$208K - $233K
|
2.75K
$219K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 0.43% |
$681 - $764
|
2.09K
$166K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
494+ 21.07% |
$37.4K - $41.9K
|
2.84K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
535+ 0.47% |
$40.5K - $45.4K
|
115K
$9.15M
|