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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-159- 2.34% |
$19.1K - $21.4K
|
6.64K
$762K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.32K- 14.1% |
$279K - $311K
|
14.1K
$1.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 8.47% |
$1.64M - $1.83M
|
175K
$20M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-755- 21.37% |
$90.8K - $101K
|
2.78K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
880+ 0.93% |
$106K - $118K
|
95.9K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 0.6% |
$1.56K - $1.75K
|
2.19K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.48K- 4.25% |
$178K - $198K
|
33.3K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8- 0.15% |
$962 - $1.07K
|
5.34K
$612K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-13K- 29.44% |
$1.56M - $1.74M
|
31.1K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-131- 4.02% |
$15.8K - $17.6K
|
3.13K
$358K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
140+ 8.44% |
$16.8K - $18.8K
|
1.8K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-63- 0.53% |
$7.58K - $8.46K
|
11.7K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.55% |
$601 - $672
|
900
$103K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-216- 2.9% |
$26K - $29K
|
7.22K
$828K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14.8K+ 8.57% |
$1.78M - $1.99M
|
187K
$21.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.62K+ 6.23% |
$195K - $217K
|
27.6K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-879- 3.1% |
$106K - $118K
|
27.5K
$3.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-54- 0.46% |
$6.49K - $7.25K
|
11.6K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-576- 18.81% |
$69.3K - $77.4K
|
2.49K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-11- 0.31% |
$1.32K - $1.48K
|
3.58K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
10+ 0.31% |
$1.2K - $1.34K
|
3.21K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-428- 4.47% |
$51.5K - $57.5K
|
9.14K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.46K- 29.73% |
$537K - $599K
|
10.5K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-199- 0.43% |
$23.9K - $26.7K
|
46K
$5.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-855- 33.54% |
$103K - $115K
|
1.69K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.06K+ 1.51% |
$368K - $411K
|
205K
$23.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-34- 3.7% |
$4.09K - $4.57K
|
885
$101K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
51+ 0.42% |
$6.13K - $6.85K
|
12.1K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.94K+ 9.26% |
$835K - $933K
|
81.9K
$9.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$240 - $269
|
6.52K
$748K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.14K+ 36.18% |
$137K - $153K
|
4.29K
$492K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 0.79% |
$143K - $160K
|
152K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-7.74K- 45.27% |
$930K - $1.04M
|
9.35K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.2K- 36.32% |
$2.18M - $2.44M
|
31.9K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.6K- 11.06% |
$2.35M - $2.63M
|
157K
$18.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.49K- 4.38% |
$179K - $200K
|
32.4K
$3.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-494- 3.4% |
$59.4K - $66.3K
|
14K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.26KNew |
$392K - $438K
|
3.26K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.92K- 23.44% |
$351K - $392K
|
9.53K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-366- 1.71% |
$44K - $49.2K
|
21K
$2.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.77K- 9.17% |
$454K - $507K
|
37.4K
$4.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-215- 36.63% |
$25.9K - $28.9K
|
372
$42.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
165+ 2.63% |
$19.8K - $22.2K
|
6.44K
$739K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
131+ 0.1% |
$15.8K - $17.6K
|
130K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.31K+ 6.7% |
$398K - $445K
|
52.7K
$6.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.99K- 35.46% |
$840K - $938K
|
12.7K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-70- 1.22% |
$8.42K - $9.4K
|
5.68K
$652K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.57K+ 34.0% |
$910K - $1.02M
|
29.8K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-7.58K- 30.33% |
$912K - $1.02M
|
17.4K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
714+ 29.31% |
$85.9K - $95.9K
|
3.15K
$361K
|