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 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-90- 0.49% |
$12.1K - $13.1K
|
18.3K
$2.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
161+ 3.24% |
$21.7K - $23.5K
|
5.14K
$754K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-377- 8.68% |
$50.9K - $55K
|
3.97K
$583K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
77+ 2.87% |
$10.4K - $11.2K
|
2.76K
$405K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
428+ 5.97% |
$57.8K - $62.4K
|
7.6K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41+ 2.12% |
$5.53K - $5.98K
|
1.97K
$290K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.91K- 37.68% |
$1.2M - $1.3M
|
14.7K
$2.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.99K+ 10.99% |
$538K - $581K
|
40.2K
$5.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.85KNew |
$249K - $270K
|
1.85K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37K+ 14.29% |
$4.99M - $5.39M
|
296K
$43.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.61K+ 20.92% |
$217K - $234K
|
9.28K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.35K+ 79.32% |
$317K - $342K
|
5.31K
$779K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.07K+ 13.0% |
$414K - $447K
|
26.6K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
128+ 4.35% |
$17.3K - $18.7K
|
3.07K
$451K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4- 0.07% |
$540 - $583
|
5.69K
$836K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-81- 3.09% |
$10.9K - $11.8K
|
2.54K
$374K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.3K- 11.77% |
$1.52M - $1.65M
|
84.7K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$810 - $875
|
14.9K
$2.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12+ 0.18% |
$1.62K - $1.75K
|
6.64K
$975K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 4.81% |
$235K - $254K
|
37.9K
$5.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.04K- 1.09% |
$140K - $151K
|
94.4K
$13.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
326+ 8.11% |
$44K - $47.6K
|
4.34K
$638K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-541- 4.77% |
$73K - $78.9K
|
10.8K
$1.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-571- 1.15% |
$77.1K - $83.3K
|
49.1K
$7.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3- 0.04% |
$405 - $438
|
6.74K
$991K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
324+ 7.38% |
$43.7K - $47.3K
|
4.72K
$693K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-181- 0.74% |
$24.4K - $26.4K
|
24.3K
$3.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.46K+ 45.94% |
$602K - $651K
|
14.2K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
146+ 49.49% |
$19.7K - $21.3K
|
441
$64.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 11.56% |
$254K - $275K
|
14.4K
$2.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-159- 0.69% |
$21.5K - $23.2K
|
23K
$3.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
50+ 1.7% |
$6.75K - $7.29K
|
3K
$441K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
255+ 6.91% |
$34.4K - $37.2K
|
3.95K
$580K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
319+ 0.76% |
$43K - $46.5K
|
42.1K
$6.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
168+ 15.63% |
$22.7K - $24.5K
|
1.24K
$183K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5- 0.3% |
$675 - $729
|
1.65K
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
360+ 4.41% |
$48.6K - $52.5K
|
8.53K
$1.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
197+ 1.25% |
$26.6K - $28.7K
|
16K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.9K- 2.4% |
$256K - $276K
|
76.9K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-416- 3.05% |
$56.1K - $60.7K
|
13.2K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
413+ 0.71% |
$55.7K - $60.2K
|
58.5K
$8.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.43K- 33.61% |
$328K - $354K
|
4.8K
$705K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.51K- 15.83% |
$204K - $220K
|
8.03K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.24K- 50.58% |
$303K - $327K
|
2.19K
$322K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-309- 4.17% |
$41.7K - $45.1K
|
7.11K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.45K+ 13.88% |
$195K - $211K
|
11.9K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
26.9K+ 15.01% |
$3.63M - $3.93M
|
206K
$30.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-244- 1.88% |
$32.9K - $35.6K
|
12.7K
$1.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
12+ 0.73% |
$1.62K - $1.75K
|
1.65K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-25.2K- 7.96% |
$3.41M - $3.68M
|
292K
$42.9M
|
|