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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-96- 5.17% |
$10.4K - $13K
|
1.76K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-723- 1.81% |
$78.1K - $97.8K
|
39.3K
$5.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
157+ 9.21% |
$17K - $21.2K
|
1.86K
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-188- 3.42% |
$20.3K - $25.4K
|
5.31K
$779K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.29KNew |
$464K - $581K
|
4.29K
$631K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-59- 0.38% |
$6.38K - $7.98K
|
15.3K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.57KNew |
$169K - $212K
|
1.57K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
316+ 17.94% |
$34.1K - $42.8K
|
2.08K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-78- 12.81% |
$8.43K - $10.6K
|
531
$78K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
360+ 2.82% |
$38.9K - $48.7K
|
13.1K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.35KNew |
$254K - $318K
|
2.35K
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.29K- 39.58% |
$248K - $310K
|
3.5K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.65KNew |
$178K - $223K
|
1.65K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-850- 34.86% |
$91.9K - $115K
|
1.59K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.4K+ 90.0% |
$1.24M - $1.55M
|
24.2K
$3.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-201- 3.71% |
$21.7K - $27.2K
|
5.22K
$766K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
746New |
$80.6K - $101K
|
746
$110K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
117New |
$12.6K - $15.8K
|
117
$17.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.52KNew |
$164K - $206K
|
1.52K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
146New |
$15.8K - $19.8K
|
146
$21.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
42+ 1.87% |
$4.54K - $5.68K
|
2.29K
$336K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-309- 9.94% |
$33.4K - $41.8K
|
2.8K
$411K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
99New |
$10.7K - $13.4K
|
99
$14.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
38+ 1.47% |
$4.11K - $5.14K
|
2.62K
$385K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-10- 0.14% |
$1.08K - $1.35K
|
7.05K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.89KNew |
$205K - $256K
|
1.89K
$278K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24+ 0.96% |
$2.59K - $3.25K
|
2.53K
$371K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
57+ 0.06% |
$6.16K - $7.71K
|
98.6K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.08KNew |
$549K - $688K
|
5.08K
$746K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.43KNew |
$695K - $870K
|
6.43K
$944K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.8KNew |
$195K - $244K
|
1.8K
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-608- 20.29% |
$65.7K - $82.3K
|
2.39K
$351K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.54KNew |
$166K - $208K
|
1.54K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
3.54KNew |
$383K - $480K
|
3.54K
$521K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-88- 0.51% |
$9.51K - $11.9K
|
17.3K
$2.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.13KNew |
$230K - $289K
|
2.13K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
188+ 125.33% |
$20.3K - $25.4K
|
338
$49.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.4K- 70.96% |
$3.07M - $3.85M
|
11.6K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5+ 0.06% |
$540 - $677
|
7.94K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
77+ 16.85% |
$8.32K - $10.4K
|
534
$78.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
231+ 7.23% |
$25K - $31.3K
|
3.42K
$503K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
85+ 2.32% |
$9.19K - $11.5K
|
3.75K
$551K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-14.4K- 9.13% |
$1.55M - $1.95M
|
143K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
52+ 0.67% |
$5.62K - $7.04K
|
7.78K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.89KNew |
$1.07M - $1.34M
|
9.89K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-395- 3.84% |
$42.7K - $53.4K
|
9.89K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4- 0.23% |
$432 - $541
|
1.74K
$256K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-77- 2.36% |
$8.32K - $10.4K
|
3.19K
$469K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.25% |
$1.19K - $1.49K
|
4.34K
$637K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-61- 4.5% |
$6.59K - $8.25K
|
1.29K
$190K
|
|