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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-87- 2.94% |
$11.7K - $12.7K
|
2.88K
$423K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.63K+ 17.7% |
$355K - $384K
|
17.5K
$2.57M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
19.8KNew |
$2.67M - $2.88M
|
19.8K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
56.8K+ 34.19% |
$7.66M - $8.29M
|
223K
$32.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
8+ 0.25% |
$1.08K - $1.17K
|
3.27K
$480K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 2.4% |
$218K - $235K
|
65.7K
$9.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.61K- 15.47% |
$623K - $673K
|
25.2K
$3.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11+ 0.23% |
$1.48K - $1.6K
|
4.76K
$699K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 1.81% |
$6.75K - $7.29K
|
2.72K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-734- 4.46% |
$99K - $107K
|
15.7K
$2.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.64K- 19.93% |
$492K - $531K
|
14.6K
$2.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.64K+ 2.93% |
$221K - $239K
|
57.5K
$8.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.4KNew |
$189K - $204K
|
1.4K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.26K- 5.09% |
$305K - $330K
|
42.1K
$6.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
372+ 3.11% |
$50.2K - $54.3K
|
12.3K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$135 - $146
|
3.65K
$536K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.9K+ 34.61% |
$391K - $423K
|
11.3K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19+ 0.16% |
$2.56K - $2.77K
|
12.1K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-108- 0.61% |
$14.6K - $15.8K
|
17.6K
$2.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.53KNew |
$476K - $515K
|
3.53K
$518K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.3K- 5.94% |
$3.41M - $3.69M
|
400K
$58.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-393- 4.69% |
$53K - $57.3K
|
8K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
168+ 12.06% |
$22.7K - $24.5K
|
1.56K
$229K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-86- 1.22% |
$11.6K - $12.5K
|
6.94K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
4.21K+ 40.74% |
$568K - $614K
|
14.5K
$2.14M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-24- 0.31% |
$3.24K - $3.5K
|
7.65K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-82- 2.33% |
$11.1K - $12K
|
3.43K
$504K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.35K- 4.18% |
$182K - $197K
|
30.9K
$4.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-260- 1.71% |
$35.1K - $37.9K
|
14.9K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-98- 4.42% |
$13.2K - $14.3K
|
2.12K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-355- 3.8% |
$47.9K - $51.8K
|
9K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
14+ 0.16% |
$1.89K - $2.04K
|
8.79K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-211- 2.58% |
$28.5K - $30.8K
|
7.95K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.21K+ 9.38% |
$1.11M - $1.2M
|
95.7K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
4.76KNew |
$643K - $695K
|
4.76K
$700K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.97% |
$2.7K - $2.92K
|
2.08K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-128- 1.83% |
$17.3K - $18.7K
|
6.88K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.43K- 3.04% |
$327K - $354K
|
77.5K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 5.21% |
$675 - $729
|
101
$14.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.27K+ 19.35% |
$172K - $185K
|
7.84K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16+ 0.12% |
$2.16K - $2.33K
|
13.7K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.03% |
$135 - $146
|
2.93K
$430K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.44% |
$2.56K - $2.77K
|
4.29K
$630K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.24K+ 34.0% |
$841K - $909K
|
24.6K
$3.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
139+ 0.68% |
$18.8K - $20.3K
|
20.4K
$3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 0.38% |
$5.26K - $5.69K
|
10.4K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.25% |
$540 - $583
|
1.58K
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-929- 3.1% |
$125K - $136K
|
29.1K
$4.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
103New |
$13.9K - $15K
|
103
$15.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.25K- 2.99% |
$304K - $329K
|
73.3K
$10.8M
|
|