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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3+ 0.03% |
$405 - $438
|
11.2K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
1.38KNew |
$186K - $201K
|
1.38K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.89K+ 24.83% |
$255K - $276K
|
9.51K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
234New |
$31.6K - $34.1K
|
234
$34.4K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
906+ 0.74% |
$122K - $132K
|
123K
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
5+ 0.29% |
$675 - $729
|
1.72K
$252K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10+ 0.81% |
$1.35K - $1.46K
|
1.24K
$182K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7+ 0.3% |
$945 - $1.02K
|
2.38K
$349K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
230+ 5.17% |
$31K - $33.5K
|
4.68K
$688K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
407KNew |
$54.9M - $59.3M
|
407K
$59.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-59- 2.56% |
$7.96K - $8.61K
|
2.25K
$330K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
435+ 0.5% |
$58.7K - $63.4K
|
87.8K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.12K+ 55.32% |
$1.1M - $1.18M
|
22.8K
$3.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-547- 0.92% |
$73.8K - $79.8K
|
58.9K
$8.65M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.78K+ 11.31% |
$240K - $259K
|
17.5K
$2.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8- 0.47% |
$1.08K - $1.17K
|
1.7K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6New |
$810 - $875
|
6
$881
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-660- 3.67% |
$89.1K - $96.3K
|
17.3K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.27K+ 1.75% |
$171K - $185K
|
73.8K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
267+ 2.08% |
$36K - $38.9K
|
13.1K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.83K+ 46.3% |
$246K - $266K
|
5.77K
$848K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
269New |
$36.3K - $39.2K
|
269
$39.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-105K- 4.62% |
$14.1M - $15.3M
|
2.16M
$318M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-225- 10.11% |
$30.4K - $32.8K
|
2K
$294K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.4K- 5.83% |
$2.88M - $3.12M
|
346K
$50.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-110K- 82.15% |
$14.9M - $16.1M
|
24K
$3.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.86K+ 19.34% |
$386K - $417K
|
17.7K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.8K+ 88.52% |
$1.46M - $1.58M
|
23K
$3.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
706+ 1.75% |
$95.3K - $103K
|
40.9K
$6.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
84+ 1.29% |
$11.3K - $12.3K
|
6.59K
$968K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.49K+ 0.45% |
$201K - $217K
|
334K
$49.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
49.7K+ 1.29% |
$6.7M - $7.24M
|
3.89M
$571M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-144- 3.66% |
$19.4K - $21K
|
3.79K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.2K+ 20.66% |
$297K - $321K
|
12.9K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.93KNew |
$260K - $281K
|
1.93K
$283K
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
19.4K+ 0.77% |
$2.62M - $2.83M
|
2.54M
$374M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18- 5.81% |
$2.43K - $2.63K
|
292
$42.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.14K- 7.62% |
$963K - $1.04M
|
86.6K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.26K+ 202.55% |
$440K - $475K
|
4.87K
$715K
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-532- 26.56% |
$71.8K - $77.6K
|
1.47K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4- 0.19% |
$540 - $583
|
2.06K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.35K+ 38.19% |
$992K - $1.07M
|
26.6K
$3.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.33K+ 82.41% |
$449K - $486K
|
7.37K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.09K+ 6.51% |
$282K - $304K
|
34.1K
$5.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
122+ 0.63% |
$16.5K - $17.8K
|
19.4K
$2.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.93K- 8.53% |
$935K - $1.01M
|
74.3K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
6.95K+ 75.76% |
$937K - $1.01M
|
16.1K
$2.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.93K- 5.62% |
$530K - $573K
|
66K
$9.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
89.3K+ 1434.1% |
$12M - $13M
|
95.5K
$14M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
81+ 3.8% |
$10.9K - $11.8K
|
2.21K
$325K
|
|