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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
617New |
$76.9K - $82.7K
|
617
$78.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
137New |
$17.1K - $18.4K
|
137
$17.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.58KNew |
$197K - $212K
|
1.58K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
96.9KNew |
$12.1M - $13M
|
96.9K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
19.3KNew |
$2.4M - $2.58M
|
19.3K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-53- 3.28% |
$6.6K - $7.1K
|
1.56K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
389+ 4.53% |
$48.5K - $52.1K
|
8.98K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-20- 0.5% |
$2.49K - $2.68K
|
3.97K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.18K- 0.69% |
$272K - $293K
|
313K
$40M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-210- 5.65% |
$26.2K - $28.1K
|
3.51K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-11.2K- 67.12% |
$1.4M - $1.5M
|
5.49K
$701K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2.78K- 3.33% |
$347K - $373K
|
80.8K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
931K+ 8.48% |
$116M - $125M
|
11.9M
$1.52B
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
24.3KNew |
$3.02M - $3.25M
|
24.3K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-249- 2.06% |
$31K - $33.4K
|
11.8K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.6K+ 110.79% |
$5.8M - $6.24M
|
88.6K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-7- 0.33% |
$872 - $938
|
2.09K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
149New |
$18.6K - $20K
|
149
$19K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.61KNew |
$200K - $215K
|
1.61K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-400- 5.06% |
$49.8K - $53.6K
|
7.5K
$959K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.42K+ 127.27% |
$302K - $324K
|
4.33K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
BUY
|
- |
204KNew |
$25.4M - $27.3M
|
204K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.71K- 2.45% |
$338K - $363K
|
108K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-412- 5.18% |
$51.3K - $55.2K
|
7.55K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-7.26K- 1.31% |
$904K - $972K
|
545K
$69.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.29K- 11.25% |
$410K - $441K
|
26K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-61- 18.26% |
$7.6K - $8.17K
|
273
$34.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-732- 2.17% |
$91.2K - $98.1K
|
33K
$4.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.48K+ 32.71% |
$559K - $601K
|
18.2K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.41K+ 114.95% |
$549K - $590K
|
8.24K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
342New |
$42.6K - $45.8K
|
342
$43.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
25.7K+ 21.42% |
$3.2M - $3.44M
|
145K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
78.2KNew |
$9.75M - $10.5M
|
78.2K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-42.5K- 68.16% |
$5.3M - $5.7M
|
19.9K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.71KNew |
$213K - $229K
|
1.71K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.37K - $1.47K
|
3.66K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.21K- 8.64% |
$150K - $162K
|
12.8K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-24- 0.14% |
$2.99K - $3.22K
|
17.5K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.6K+ 19.78% |
$199K - $214K
|
9.66K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.07% |
$249 - $268
|
2.88K
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.1K- 0.67% |
$1.88M - $2.02M
|
2.25M
$287M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
825+ 3.67% |
$103K - $111K
|
23.3K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44K+ 1.49% |
$5.48M - $5.89M
|
2.99M
$382M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-130- 2.57% |
$16.2K - $17.4K
|
4.92K
$629K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
670+ 4.35% |
$83.5K - $89.8K
|
16.1K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
416+ 71.6% |
$51.8K - $55.7K
|
997
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
188New |
$23.4K - $25.2K
|
188
$24K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.48K+ 27.1% |
$309K - $332K
|
11.6K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
260+ 10.25% |
$32.4K - $34.8K
|
2.8K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-149- 1.04% |
$18.6K - $20K
|
14.2K
$1.82M
|