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, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.77KNew |
$201K - $223K
|
1.77K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-26- 0.14% |
$2.95K - $3.28K
|
18.9K
$2.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-20- 1.5% |
$2.27K - $2.52K
|
1.32K
$168K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
9.8KNew |
$1.11M - $1.24M
|
9.8K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-270- 10.5% |
$30.6K - $34.1K
|
2.3K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 1200.0% |
$1.36K - $1.51K
|
13
$1.66K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8+ 0.38% |
$908 - $1.01K
|
2.1K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4K- 17.14% |
$1.3M - $1.44M
|
55.3K
$7.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.91K+ 2.69% |
$443K - $493K
|
149K
$19M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-647- 16.65% |
$73.4K - $81.6K
|
3.24K
$414K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 27.12% |
$213K - $237K
|
5.05K
$645K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11New |
$1.25K - $1.39K
|
11
$1.41K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-115- 5.72% |
$13K - $14.5K
|
1.89K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$443K - $492K
|
3.9K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
26+ 0.34% |
$2.95K - $3.28K
|
7.71K
$986K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-370- 8.21% |
$42K - $46.7K
|
4.14K
$529K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
139New |
$15.8K - $17.5K
|
139
$17.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-87- 4.02% |
$9.87K - $11K
|
2.08K
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
7+ 0.36% |
$794 - $883
|
1.96K
$250K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.39K- 65.13% |
$384K - $427K
|
1.81K
$232K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-310- 14.59% |
$35.2K - $39.1K
|
1.82K
$232K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.62KNew |
$183K - $204K
|
1.62K
$206K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.6KNew |
$182K - $202K
|
1.6K
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-310- 8.8% |
$35.2K - $39.1K
|
3.21K
$411K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
301New |
$34.1K - $38K
|
301
$38.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-57- 0.89% |
$6.47K - $7.19K
|
6.37K
$814K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-24- 0.36% |
$2.72K - $3.03K
|
6.73K
$860K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.2K+ 8.91% |
$250K - $278K
|
26.9K
$3.44M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.41K- 52.65% |
$274K - $304K
|
2.17K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-518- 3.6% |
$58.8K - $65.4K
|
13.9K
$1.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14+ 2.73% |
$1.59K - $1.77K
|
527
$67.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
470New |
$53.3K - $59.3K
|
470
$60.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
806New |
$91.4K - $102K
|
806
$103K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.15K- 38.99% |
$125K - $137K
|
1.8K
$229K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.8KNew |
$305K - $336K
|
2.8K
$358K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
12.8KNew |
$1.39M - $1.53M
|
12.8K
$1.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 0.7% |
$4.35K - $4.79K
|
5.79K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-9.24K- 89.92% |
$1M - $1.11M
|
1.04K
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-377- 11.41% |
$41K - $45.2K
|
2.93K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.13K- 29.41% |
$123K - $136K
|
2.72K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
119KNew |
$12.9M - $14.3M
|
119K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
6.74KNew |
$733K - $808K
|
6.74K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
16.6KNew |
$1.81M - $1.99M
|
16.6K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.8KNew |
$1.39M - $1.53M
|
12.8K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-43K- 17.7% |
$4.67M - $5.15M
|
200K
$25.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45.9K- 94.61% |
$4.99M - $5.5M
|
2.61K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
268+ 14.51% |
$29.1K - $32.1K
|
2.12K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.09KNew |
$988K - $1.09M
|
9.09K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-14.5K- 59.32% |
$1.58M - $1.74M
|
9.97K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
776+ 15.73% |
$84.3K - $93K
|
5.71K
$730K
|
|