Latest Institutional Transactions on Ishares Trust Ishares Esg Awar (ESGU)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGU) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
90.4K+ 3.62% |
$12.9M - $13.6M
|
2.59M
$381M
|
|
|
Jan 30, 2026
Q4 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-17- 0.22% |
$2.43K - $2.56K
|
7.83K
$1.15M
|
|
|
Jan 30, 2026
Q4 2025
|
Urban Wealth Management, LLC
|
SELL
|
- |
-367- 16.75% |
$52.4K - $55.2K
|
1.82K
$268K
|
|
|
Jan 30, 2026
Q4 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
49+ 1.52% |
$7K - $7.37K
|
3.27K
$481K
|
|
|
Jan 30, 2026
Q4 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 68.42% |
$149K - $156K
|
480
$70.5K
|
|
|
Jan 30, 2026
Q4 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-468- 19.15% |
$66.8K - $70.4K
|
1.98K
$290K
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-473- 0.72% |
$67.6K - $71.1K
|
65.3K
$9.59M
|
|
|
Jan 30, 2026
Q4 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
358+ 0.2% |
$51.1K - $53.8K
|
177K
$25.9M
|
|
|
Jan 30, 2026
Q4 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22+ 0.31% |
$3.14K - $3.31K
|
7.07K
$1.04M
|
|
|
Jan 30, 2026
Q4 2025
|
Keybank National Association
|
SELL
|
- |
-986- 0.43% |
$141K - $148K
|
226K
$33.2M
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.1KNew |
$1.87M - $1.97M
|
13.1K
$1.92M
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-365- 2.56% |
$52.1K - $54.9K
|
13.9K
$2.04M
|
|
|
Jan 30, 2026
Q4 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.08K+ 104.35% |
$726K - $764K
|
9.95K
$1.46M
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.29K+ 37.99% |
$184K - $194K
|
4.69K
$688K
|
|
|
Jan 30, 2026
Q4 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-78- 2.71% |
$11.1K - $11.7K
|
2.8K
$411K
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-33- 2.12% |
$4.71K - $4.96K
|
1.53K
$224K
|
|
|
Jan 30, 2026
Q4 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
39+ 1.3% |
$5.57K - $5.86K
|
3.04K
$446K
|
|
|
Jan 30, 2026
Q4 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
4.05K+ 27.84% |
$578K - $609K
|
18.6K
$2.73M
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
5.76K+ 577.43% |
$822K - $866K
|
6.75K
$992K
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
172+ 92.47% |
$24.6K - $25.9K
|
358
$52.6K
|
|
|
Jan 29, 2026
Q4 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-85- 1.56% |
$12.1K - $12.8K
|
5.36K
$787K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.53K+ 60.61% |
$790K - $831K
|
14.7K
$2.15M
|
|
|
Jan 29, 2026
Q4 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
329New |
$47K - $49.5K
|
329
$48.3K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-105- 1.56% |
$15K - $15.8K
|
6.62K
$972K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
381+ 4.01% |
$54.4K - $57.3K
|
9.89K
$1.45M
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.06K- 1.44% |
$151K - $159K
|
72.1K
$10.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
SELL
|
- |
-347- 8.82% |
$49.6K - $52.2K
|
3.59K
$527K
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.8KNew |
$1.26M - $1.32M
|
8.8K
$1.29M
|
|
|
Jan 29, 2026
Q4 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.17K+ 20.61% |
$167K - $176K
|
6.85K
$1.01M
|
|
|
Jan 29, 2026
Q4 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1- 0.04% |
$143 - $150
|
2.3K
$337K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-51.2K- 14.8% |
$7.31M - $7.69M
|
294K
$43.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.67K- 2.89% |
$238K - $251K
|
56K
$8.22M
|
|
|
Jan 29, 2026
Q4 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
117+ 6.22% |
$16.7K - $17.6K
|
2K
$293K
|
|
|
Jan 29, 2026
Q4 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-28- 0.28% |
$4K - $4.21K
|
9.87K
$1.45M
|
|
|
Jan 29, 2026
Q4 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.74K+ 37.3% |
$677K - $713K
|
17.4K
$2.56M
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
423+ 1.27% |
$60.4K - $63.6K
|
33.7K
$4.94M
|
|
|
Jan 29, 2026
Q4 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-128- 1.7% |
$18.3K - $19.2K
|
7.41K
$1.09M
|
|
|
Jan 29, 2026
Q4 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.53K+ 5.66% |
$361K - $380K
|
47.1K
$6.92M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
512+ 6.29% |
$73.1K - $77K
|
8.65K
$1.27M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-763- 9.98% |
$109K - $115K
|
6.88K
$1.01M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-6.85K- 42.53% |
$979K - $1.03M
|
9.26K
$1.36M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
148+ 0.08% |
$21.1K - $22.3K
|
187K
$27.5M
|
|
|
Jan 28, 2026
Q4 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-302- 4.35% |
$43.1K - $45.4K
|
6.64K
$976K
|
|
|
Jan 28, 2026
Q4 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
154+ 1.31% |
$22K - $23.2K
|
11.9K
$1.75M
|
|
|
Jan 28, 2026
Q4 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
8+ 0.17% |
$1.14K - $1.2K
|
4.77K
$701K
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-215- 6.13% |
$30.7K - $32.3K
|
3.29K
$484K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.2K- 77.62% |
$1.74M - $1.83M
|
3.52K
$517K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.53K- 6.08% |
$219K - $231K
|
23.7K
$3.48M
|
|
|
Jan 28, 2026
Q4 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-280- 3.53% |
$40K - $42.1K
|
7.66K
$1.13M
|
|
|
Jan 28, 2026
Q4 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-50- 0.4% |
$7.14K - $7.52K
|
12.5K
$1.83M
|
|