Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-113- 7.75% |
$8.55K - $9.59K
|
1.35K
$107K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 2.25% |
$7.26K - $8.15K
|
4.17K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-96- 1.23% |
$7.26K - $8.15K
|
7.71K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.78% |
$6.35K - $7.13K
|
10.6K
$844K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-80- 3.0% |
$6.05K - $6.79K
|
2.58K
$205K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-71- 0.72% |
$5.37K - $6.03K
|
9.8K
$779K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-69- 2.2% |
$5.22K - $5.86K
|
3.07K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-65- 0.99% |
$4.92K - $5.52K
|
6.47K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-64- 0.96% |
$4.84K - $5.43K
|
6.59K
$524K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-60- 1.15% |
$4.54K - $5.09K
|
5.17K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 7.07% |
$3.78K - $4.24K
|
657
$52.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-48- 0.67% |
$3.63K - $4.07K
|
7.1K
$565K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-36- 1.41% |
$2.72K - $3.06K
|
2.52K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-35- 0.38% |
$2.65K - $2.97K
|
9.07K
$721K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.61% |
$2.12K - $2.38K
|
4.55K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 0.09% |
$1.66K - $1.87K
|
25K
$1.99M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-18- 0.41% |
$1.36K - $1.53K
|
4.37K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-12- 0.23% |
$908 - $1.02K
|
5.1K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12- 0.1% |
$908 - $1.02K
|
12.2K
$972K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-11- 0.27% |
$832 - $934
|
4.12K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 1.64% |
$756 - $849
|
599
$47.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$756 - $849
|
6.63K
$527K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 0.43% |
$681 - $764
|
2.09K
$166K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-16.8K- 49.85% |
$1.28M - $1.39M
|
16.9K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-11.2K- 8.97% |
$851K - $919K
|
113K
$9.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.39K- 70.37% |
$487K - $526K
|
2.69K
$214K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.39K- 94.69% |
$182K - $197K
|
134
$10.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.19K- 14.25% |
$167K - $180K
|
13.2K
$1.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.99K- 43.82% |
$152K - $164K
|
2.55K
$203K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.63K- 9.37% |
$124K - $134K
|
15.7K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 23.32% |
$123K - $133K
|
5.3K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.35K- 41.8% |
$103K - $111K
|
1.87K
$149K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.04K- 21.0% |
$78.9K - $85.2K
|
3.89K
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-988- 7.23% |
$75.3K - $81.4K
|
12.7K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-975- 15.97% |
$74.3K - $80.3K
|
5.13K
$408K
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-865- 9.67% |
$65.9K - $71.2K
|
8.08K
$642K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-745- 3.64% |
$56.8K - $61.4K
|
19.7K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-542- 12.87% |
$41.3K - $44.6K
|
3.67K
$292K
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-468- 2.88% |
$35.7K - $38.5K
|
15.8K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360- 20.33% |
$27.4K - $29.6K
|
1.41K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-337- 15.2% |
$25.7K - $27.8K
|
1.88K
$149K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-274- 6.86% |
$20.9K - $22.6K
|
3.72K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-173- 8.96% |
$13.2K - $14.2K
|
1.76K
$140K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-155- 3.96% |
$11.8K - $12.8K
|
3.76K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-129- 1.67% |
$9.83K - $10.6K
|
7.6K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-127- 20.89% |
$9.68K - $10.5K
|
481
$38.2K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-115- 0.5% |
$8.77K - $9.47K
|
23K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-97- 49.49% |
$7.39K - $7.99K
|
99
$7.87K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-46- 1.81% |
$3.51K - $3.79K
|
2.49K
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34- 4.02% |
$2.59K - $2.8K
|
811
$64.5K
|
|