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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.89KNew |
$194K - $217K
|
1.89K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-177- 17.25% |
$18.2K - $20.3K
|
849
$109K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.42K- 28.25% |
$867K - $968K
|
21.4K
$2.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18New |
$1.85K - $2.07K
|
18
$2.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
385New |
$39.6K - $44.3K
|
385
$49.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-850- 24.09% |
$87.5K - $97.7K
|
2.68K
$342K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-51- 69.86% |
$5.25K - $5.86K
|
22
$2.81K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-32- 56.14% |
$3.29K - $3.68K
|
25
$3.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
58New |
$5.97K - $6.67K
|
58
$7.41K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.44K- 35.53% |
$766K - $856K
|
13.5K
$1.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
88New |
$9.06K - $10.1K
|
88
$11.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
274+ 14.27% |
$28.2K - $31.5K
|
2.19K
$280K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 0.63% |
$206 - $230
|
313
$40K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-415- 19.33% |
$42.7K - $47.7K
|
1.73K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
570+ 5.13% |
$58.7K - $65.5K
|
11.7K
$1.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30.9KNew |
$3.18M - $3.55M
|
30.9K
$3.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
44New |
$4.53K - $5.06K
|
44
$5.62K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-810- 73.3% |
$83.4K - $93.1K
|
295
$37.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
195New |
$20.1K - $22.4K
|
195
$24.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-206- 7.29% |
$21.2K - $23.7K
|
2.62K
$335K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 15.69% |
$20.6K - $23K
|
1.08K
$137K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.82KClosed |
$254K - $297K
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$900 - $1.05K
|
10
$1.28K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
33.4KNew |
$3.01M - $3.52M
|
33.4K
$4.27M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$388K - $454K
|
4.31K
$551K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$99.1K - $116K
|
1.1K
$141K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.36KNew |
$123K - $144K
|
1.36K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23+ 10.5% |
$2.07K - $2.42K
|
242
$30.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
176New |
$15.8K - $18.5K
|
176
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.04K- 3.33% |
$183K - $214K
|
59.1K
$7.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.2% |
$4.05K - $4.74K
|
3.72K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
32.4KNew |
$2.92M - $3.41M
|
32.4K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-101- 0.96% |
$9.09K - $10.6K
|
10.4K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.05KNew |
$274K - $321K
|
3.05K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
64New |
$5.76K - $6.74K
|
64
$8.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-854- 4.7% |
$76.9K - $89.9K
|
17.3K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-15K- 37.24% |
$1.35M - $1.58M
|
25.2K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
43.3KNew |
$3.89M - $4.55M
|
43.3K
$5.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
7.86KNew |
$707K - $827K
|
7.86K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.17K+ 8.65% |
$105K - $123K
|
14.7K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-331- 8.65% |
$29.8K - $34.8K
|
3.49K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.13KNew |
$281K - $329K
|
3.13K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-287- 7.2% |
$25.8K - $30.2K
|
3.7K
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
93.6K+ 8.77% |
$8.42M - $9.85M
|
1.16M
$148M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.74K- 5.0% |
$157K - $183K
|
33.1K
$4.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
46KNew |
$4.14M - $4.84M
|
46K
$5.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-387- 11.82% |
$34.8K - $40.7K
|
2.89K
$369K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.03KNew |
$182K - $213K
|
2.03K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.84K- 12.33% |
$436K - $510K
|
34.4K
$4.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.12KNew |
$191K - $223K
|
2.12K
$271K
|
|