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 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.37K+ 29.0% |
$184K - $199K
|
6.08K
$893K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-137- 50.93% |
$18.5K - $20K
|
132
$19.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
226+ 12.16% |
$30.5K - $33K
|
2.08K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.65K- 20.52% |
$493K - $533K
|
14.1K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-342- 6.1% |
$46.1K - $49.9K
|
5.26K
$773K
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-191- 4.3% |
$25.8K - $27.9K
|
4.25K
$624K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
94+ 3.61% |
$12.7K - $13.7K
|
2.7K
$397K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
485+ 29.98% |
$65.4K - $70.7K
|
2.1K
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.03% |
$135 - $146
|
2.94K
$432K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$297K - $321K
|
2.2K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
677+ 7.91% |
$91.4K - $98.7K
|
9.24K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.79KNew |
$646K - $698K
|
4.79K
$703K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.9K- 36.96% |
$661K - $714K
|
8.35K
$1.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-548- 0.85% |
$73.9K - $79.9K
|
63.9K
$9.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.04K+ 41.54% |
$275K - $298K
|
6.95K
$1.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
798+ 26.1% |
$108K - $116K
|
3.86K
$566K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
158K+ 6.77% |
$21.4M - $23.1M
|
2.5M
$367M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
164+ 10.41% |
$22.1K - $23.9K
|
1.74K
$255K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$135 - $146
|
3.51K
$515K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-145- 0.44% |
$19.6K - $21.1K
|
32.5K
$4.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.06% |
$135 - $146
|
1.56K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.07K+ 29.67% |
$144K - $156K
|
4.67K
$686K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15.5K+ 38.39% |
$2.09M - $2.26M
|
55.8K
$8.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.6K- 34.5% |
$351K - $380K
|
4.94K
$726K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
487+ 2.13% |
$65.7K - $71K
|
23.3K
$3.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-441- 1.87% |
$59.5K - $64.3K
|
23.2K
$3.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-865- 61.26% |
$117K - $126K
|
547
$80.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-370- 6.12% |
$49.9K - $54K
|
5.68K
$834K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-507- 18.05% |
$68.4K - $74K
|
2.3K
$338K
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-3.48K- 21.22% |
$469K - $507K
|
12.9K
$1.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.13K+ 5.53% |
$152K - $164K
|
21.5K
$3.16M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.38K- 2.02% |
$860K - $930K
|
309K
$45.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9- 0.27% |
$1.21K - $1.31K
|
3.34K
$490K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-43- 0.42% |
$5.8K - $6.27K
|
10.2K
$1.5M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
1.25KNew |
$168K - $182K
|
1.25K
$183K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.28% |
$1.08K - $1.17K
|
2.82K
$414K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-306- 12.73% |
$41.3K - $44.6K
|
2.1K
$308K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.1K- 6.2% |
$148K - $160K
|
16.6K
$2.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
2.4K+ 5.81% |
$324K - $350K
|
43.7K
$6.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
175+ 4.95% |
$23.6K - $25.5K
|
3.71K
$545K
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.83K+ 9.97% |
$247K - $267K
|
20.2K
$2.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.33K+ 42.31% |
$179K - $193K
|
4.46K
$655K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.26% |
$810 - $875
|
2.32K
$341K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
743+ 7.35% |
$100K - $108K
|
10.8K
$1.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-963- 7.57% |
$130K - $140K
|
11.8K
$1.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
384+ 205.35% |
$51.8K - $56K
|
571
$83.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-869- 3.46% |
$117K - $127K
|
24.2K
$3.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
74+ 20.39% |
$9.99K - $10.8K
|
437
$64.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.01K- 19.24% |
$137K - $148K
|
4.25K
$624K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
60+ 1.58% |
$8.1K - $8.75K
|
3.87K
$568K
|
|