Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGD)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16New |
$1.22K - $1.32K
|
16
$1.29K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
8+ 0.05% |
$610 - $659
|
17.6K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3New |
$229 - $247
|
3
$242
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 3.03% |
$152 - $165
|
68
$5.48K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
46.9KNew |
$3.45M - $3.76M
|
46.9K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$1.06M - $1.16M
|
14.4K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8K+ 528.82% |
$587K - $642K
|
9.51K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.75K+ 197.23% |
$569K - $621K
|
11.7K
$941K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.97KNew |
$291K - $318K
|
3.97K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.79KNew |
$278K - $304K
|
3.79K
$305K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.77KNew |
$276K - $302K
|
3.77K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$221K - $242K
|
3.01K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.71KNew |
$199K - $217K
|
2.71K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.64K+ 99.28% |
$193K - $211K
|
5.29K
$426K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.59KNew |
$190K - $207K
|
2.59K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.54KNew |
$187K - $204K
|
2.54K
$205K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2K+ 24.6% |
$147K - $160K
|
10.1K
$816K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
967New |
$71K - $77.5K
|
967
$77.9K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
950New |
$69.7K - $76.2K
|
950
$76.5K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
357+ 11.25% |
$26.2K - $28.6K
|
3.53K
$284K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
292New |
$21.4K - $23.4K
|
292
$23.5K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
140+ 3.58% |
$10.3K - $11.2K
|
4.05K
$327K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
112+ 1.29% |
$8.22K - $8.98K
|
8.79K
$708K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
92+ 23.0% |
$6.75K - $7.38K
|
492
$39.6K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
75New |
$5.5K - $6.01K
|
75
$6.04K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
60New |
$4.4K - $4.81K
|
60
$4.83K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
51New |
$3.74K - $4.09K
|
51
$4.11K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
41+ 1.14% |
$3.01K - $3.29K
|
3.64K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
40+ 1.37% |
$2.94K - $3.21K
|
2.96K
$239K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
19+ 14.96% |
$1.39K - $1.52K
|
146
$11.8K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5New |
$367 - $401
|
5
$403
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 1.92% |
$367 - $401
|
266
$21.4K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
139KNew |
$9.14M - $10.5M
|
139K
$11.2M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
24.7K+ 28.82% |
$1.62M - $1.87M
|
110K
$8.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7KNew |
$573K - $659K
|
8.7K
$701K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
6.43KNew |
$424K - $487K
|
6.43K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.88KNew |
$387K - $445K
|
5.88K
$474K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
5.39KNew |
$355K - $408K
|
5.39K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$290K - $333K
|
4.4K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.32KNew |
$219K - $251K
|
3.32K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.12KNew |
$206K - $236K
|
3.12K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.7KNew |
$178K - $204K
|
2.7K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.15K+ 3.06% |
$142K - $163K
|
72.6K
$5.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.24K+ 130.74% |
$81.8K - $94K
|
2.19K
$177K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.21K+ 6.94% |
$80K - $91.9K
|
18.7K
$1.51M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.21KNew |
$79.7K - $91.5K
|
1.21K
$97.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
650New |
$42.8K - $49.2K
|
650
$52.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
584+ 3.93% |
$38.5K - $44.2K
|
15.5K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
511New |
$33.7K - $38.7K
|
511
$41.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
455New |
$30K - $34.4K
|
455
$36.7K
|
|