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, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.1K- 33.31% |
$98.1K - $107K
|
2.21K
$282K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 6.67% |
$89 - $97.5
|
16
$2.04K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.3K+ 11.46% |
$116K - $127K
|
12.7K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
342+ 11.61% |
$30.4K - $33.3K
|
3.29K
$420K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.9KNew |
$436K - $477K
|
4.9K
$626K
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-45- 0.25% |
$4K - $4.39K
|
18K
$2.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
260+ 173.33% |
$23.1K - $25.3K
|
410
$52.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.23% |
$89 - $97.5
|
435
$55.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
123K+ 2.76% |
$10.9M - $12M
|
4.57M
$584M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-16.3K- 54.32% |
$1.45M - $1.58M
|
13.7K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.79% |
$2.14K - $2.34K
|
3.05K
$390K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-14.5K- 99.48% |
$1.29M - $1.42M
|
76
$9.71K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-141- 4.18% |
$12.5K - $13.7K
|
3.23K
$413K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
37+ 24.67% |
$3.29K - $3.61K
|
187
$23.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.98KNew |
$443K - $485K
|
4.98K
$636K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
887+ 20.75% |
$78.9K - $86.4K
|
5.16K
$660K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-68.2K- 79.51% |
$6.07M - $6.65M
|
17.6K
$2.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-109Closed |
$9.7K - $10.6K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 2.39% |
$7.92K - $8.67K
|
3.82K
$488K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-51- 0.27% |
$4.54K - $4.97K
|
19.1K
$2.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
239New |
$21.3K - $23.3K
|
239
$30.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.48% |
$12.1K - $13.3K
|
28K
$3.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-53- 4.94% |
$4.72K - $5.17K
|
1.02K
$130K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-48.6K- 90.33% |
$4.33M - $4.74M
|
5.21K
$665K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7+ 0.3% |
$623 - $682
|
2.38K
$304K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.18KNew |
$194K - $213K
|
2.18K
$279K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.93K- 33.93% |
$172K - $188K
|
3.76K
$480K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
108New |
$9.61K - $10.5K
|
108
$13.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 19.21% |
$242K - $265K
|
11.5K
$1.46M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
46.2KNew |
$4.11M - $4.5M
|
46.2K
$5.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42New |
$3.74K - $4.09K
|
42
$5.37K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
330+ 9.39% |
$27.7K - $30.6K
|
3.85K
$491K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-37- 0.85% |
$3.11K - $3.43K
|
4.32K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-65.1K- 56.22% |
$5.47M - $6.03M
|
50.7K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.15KNew |
$349K - $384K
|
4.15K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.39K+ 97.53% |
$285K - $314K
|
6.87K
$878K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$1.68K - $1.85K
|
20
$2.56K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-11- 8.4% |
$925 - $1.02K
|
120
$15.3K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$382K - $421K
|
4.54K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.84KNew |
$238K - $263K
|
2.84K
$362K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-329- 1.51% |
$27.7K - $30.5K
|
21.5K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
31New |
$2.61K - $2.87K
|
31
$3.96K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.47K- 65.94% |
$460K - $507K
|
2.83K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-475- 1.02% |
$39.9K - $44K
|
46.2K
$5.9M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
96New |
$8.07K - $8.89K
|
96
$12.3K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
538New |
$45.2K - $49.8K
|
538
$68.8K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
330+ 9.39% |
$27.7K - $30.6K
|
3.85K
$491K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-449- 14.23% |
$37.7K - $41.6K
|
2.71K
$346K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
481KNew |
$40.4M - $44.5M
|
481K
$61.4M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.45% |
$925 - $1.02K
|
2.45K
$314K
|
|