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 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-233- 3.68% |
$29K - $31.2K
|
6.1K
$779K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.47K- 2.27% |
$183K - $197K
|
63.5K
$8.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$18.1K - $19.4K
|
145
$18.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.1% |
$623 - $670
|
5.18K
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.3K- 2.41% |
$536K - $576K
|
174K
$22.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.34K- 1.87% |
$166K - $179K
|
70K
$8.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
7+ 0.1% |
$872 - $938
|
6.78K
$867K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-212- 2.42% |
$26.4K - $28.4K
|
8.55K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.56% |
$623 - $670
|
905
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6New |
$748 - $804
|
6
$767
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-187- 0.29% |
$23.3K - $25.1K
|
65K
$8.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.73KNew |
$464K - $499K
|
3.73K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.2K- 83.52% |
$2.27M - $2.44M
|
3.6K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-174- 0.11% |
$21.7K - $23.3K
|
151K
$19.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-337- 3.47% |
$42K - $45.1K
|
9.39K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-346- 5.32% |
$43.1K - $46.4K
|
6.16K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-53- 0.98% |
$6.6K - $7.1K
|
5.38K
$687K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.75K- 6.29% |
$343K - $368K
|
41K
$5.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2- 1.98% |
$249 - $268
|
99
$12.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 0.44% |
$1.5K - $1.61K
|
2.69K
$343K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.71K- 41.03% |
$213K - $229K
|
2.45K
$313K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.55K+ 4.16% |
$1.06M - $1.14M
|
214K
$27.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 77.81% |
$100K - $108K
|
229
$29.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$623 - $670
|
1.6K
$205K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.24KNew |
$403K - $434K
|
3.24K
$414K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-29- 1.17% |
$3.61K - $3.88K
|
2.45K
$314K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-438- 6.56% |
$54.6K - $58.7K
|
6.24K
$798K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 4.22% |
$8.72K - $9.38K
|
1.59K
$203K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-61- 2.73% |
$7.6K - $8.17K
|
2.17K
$278K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$249 - $268
|
555
$70.9K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.6KNew |
$1.95M - $2.09M
|
15.6K
$2M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
26.4KNew |
$3.29M - $3.54M
|
26.4K
$3.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-141- 6.09% |
$17.6K - $18.9K
|
2.17K
$278K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.52K- 0.91% |
$314K - $337K
|
275K
$35.1M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.36KNew |
$381K - $424K
|
3.36K
$429K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.57K+ 3.65% |
$405K - $451K
|
102K
$13M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-14.5K- 73.68% |
$1.64M - $1.83M
|
5.17K
$660K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
84New |
$9.53K - $10.6K
|
84
$10.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.67% |
$113 - $126
|
151
$19.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-406- 8.93% |
$46.1K - $51.2K
|
4.14K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-164K- 86.09% |
$18.6M - $20.7M
|
26.5K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-36- 14.75% |
$4.08K - $4.54K
|
208
$26.6K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 1.24% |
$2.84K - $3.15K
|
2K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
229New |
$26K - $28.9K
|
229
$29.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.69KNew |
$192K - $213K
|
1.69K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-180- 9.33% |
$20.4K - $22.7K
|
1.75K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.9K+ 166.5% |
$2.03M - $2.26M
|
28.7K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
98+ 5.85% |
$11.1K - $12.4K
|
1.77K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
307+ 6.4% |
$34.8K - $38.7K
|
5.11K
$652K
|
|