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 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-36- 1.44% |
$4.49K - $4.82K
|
2.46K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
108+ 0.92% |
$13.5K - $14.5K
|
11.8K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-827- 0.47% |
$103K - $111K
|
177K
$22.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
165+ 1.18% |
$20.6K - $22.1K
|
14.1K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-355- 10.49% |
$44.2K - $47.6K
|
3.03K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.7K+ 34.86% |
$835K - $897K
|
25.9K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.17K+ 3.8% |
$270K - $290K
|
59.2K
$7.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-195- 3.01% |
$24.3K - $26.1K
|
6.28K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-2.67K- 18.38% |
$333K - $358K
|
11.9K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.83K- 99.95% |
$228K - $245K
|
1
$128
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
246+ 3.92% |
$30.7K - $33K
|
6.52K
$833K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 22.15% |
$131K - $141K
|
5.78K
$739K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-90- 1.99% |
$11.2K - $12.1K
|
4.43K
$567K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-24- 0.21% |
$2.99K - $3.22K
|
11.2K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-743- 6.92% |
$92.6K - $99.5K
|
9.99K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-278- 1.57% |
$34.6K - $37.2K
|
17.4K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
455+ 23.13% |
$56.7K - $61K
|
2.42K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
433+ 17.5% |
$54K - $58K
|
2.91K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10.9K- 66.26% |
$1.36M - $1.46M
|
5.54K
$708K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
111+ 4.45% |
$13.8K - $14.9K
|
2.61K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 4.53% |
$234K - $251K
|
43.3K
$5.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.64K- 2.52% |
$453K - $487K
|
141K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-399- 0.96% |
$49.7K - $53.5K
|
41.1K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-327- 24.72% |
$40.7K - $43.8K
|
996
$127K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
273+ 1.36% |
$34K - $36.6K
|
20.3K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-147- 3.38% |
$18.3K - $19.7K
|
4.2K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-574- 6.78% |
$71.5K - $76.9K
|
7.89K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3K- 30.34% |
$374K - $402K
|
6.89K
$881K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-146- 0.58% |
$18.2K - $19.6K
|
25K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.55K- 26.12% |
$1.07M - $1.15M
|
24.2K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 1.78% |
$4.74K - $5.09K
|
2.17K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-75- 2.86% |
$9.35K - $10K
|
2.55K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-121- 1.44% |
$15.1K - $16.2K
|
8.31K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-780- 12.73% |
$97.2K - $104K
|
5.35K
$683K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
156+ 11.85% |
$19.4K - $20.9K
|
1.47K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.4K- 6.36% |
$423K - $455K
|
50K
$6.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
35+ 0.93% |
$4.36K - $4.69K
|
3.78K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-76- 11.46% |
$9.47K - $10.2K
|
587
$75K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-144- 0.87% |
$17.9K - $19.3K
|
16.4K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-4- 0.11% |
$498 - $536
|
3.59K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-784- 1.35% |
$97.7K - $105K
|
57.2K
$7.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
362+ 5.42% |
$45.1K - $48.5K
|
7.05K
$900K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$374 - $402
|
1.01K
$129K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-456- 3.65% |
$56.8K - $61.1K
|
12K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-25- 1.18% |
$3.12K - $3.35K
|
2.1K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.06% |
$125 - $134
|
1.7K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-3.75K- 20.86% |
$468K - $503K
|
14.2K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.37K- 3.89% |
$296K - $318K
|
58.5K
$7.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.92K- 9.33% |
$363K - $391K
|
28.4K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-137- 4.09% |
$17.1K - $18.4K
|
3.21K
$410K
|