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 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.26K- 13.96% |
$157K - $169K
|
7.77K
$993K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
5.5KNew |
$686K - $737K
|
5.5K
$703K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
143+ 0.92% |
$17.8K - $19.2K
|
15.7K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-530- 6.31% |
$66K - $71K
|
7.87K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
387New |
$48.2K - $51.8K
|
387
$49.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.1KNew |
$511K - $549K
|
4.1K
$524K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.71K+ 5.43% |
$711K - $764K
|
111K
$14.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.38% |
$748 - $804
|
1.59K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-183- 0.39% |
$22.8K - $24.5K
|
46.4K
$5.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.68KNew |
$459K - $493K
|
3.68K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-778- 12.9% |
$96.9K - $104K
|
5.25K
$672K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.1K- 54.66% |
$1.51M - $1.62M
|
10K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-579- 10.51% |
$72.1K - $77.6K
|
4.93K
$630K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.67K- 3.85% |
$458K - $492K
|
91.8K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-21.2K- 49.53% |
$2.64M - $2.84M
|
21.6K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.79K- 3.32% |
$721K - $775K
|
169K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-8.72K- 8.68% |
$1.09M - $1.17M
|
91.7K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.47KNew |
$432K - $464K
|
3.47K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
108+ 80.6% |
$13.5K - $14.5K
|
242
$30.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.24KNew |
$404K - $434K
|
3.24K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.57K+ 3.56% |
$196K - $210K
|
45.7K
$5.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
14.4KNew |
$1.79M - $1.92M
|
14.4K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
35New |
$4.36K - $4.69K
|
35
$4.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.78K- 3.71% |
$222K - $239K
|
46.2K
$5.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-760- 1.35% |
$94.7K - $102K
|
55.5K
$7.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-84- 3.76% |
$10.5K - $11.3K
|
2.15K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9New |
$1.12K - $1.21K
|
9
$1.15K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
279+ 5.17% |
$34.8K - $37.4K
|
5.67K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-828- 6.63% |
$103K - $111K
|
11.7K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
230+ 1.37% |
$28.7K - $30.8K
|
17K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.15K+ 1.84% |
$891K - $958K
|
395K
$50.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.5K- 8.87% |
$935K - $1M
|
77.1K
$9.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.31% |
$1.12K - $1.21K
|
2.94K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.09KNew |
$261K - $280K
|
2.09K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
832New |
$104K - $111K
|
832
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-197- 0.44% |
$24.5K - $26.4K
|
44.6K
$5.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.8K+ 42.85% |
$2.85M - $3.06M
|
76.1K
$9.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
8+ 0.06% |
$997 - $1.07K
|
14.3K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-3- 0.01% |
$374 - $402
|
31K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
375+ 14.44% |
$46.7K - $50.2K
|
2.97K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.89K+ 106.92% |
$360K - $387K
|
5.59K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18+ 0.73% |
$2.24K - $2.41K
|
2.48K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-138- 5.32% |
$17.2K - $18.5K
|
2.46K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-46- 1.68% |
$5.73K - $6.16K
|
2.69K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
307+ 1.81% |
$38.3K - $41.1K
|
17.3K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-347- 1.43% |
$43.2K - $46.5K
|
23.9K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.42K- 5.84% |
$675K - $726K
|
87.3K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-773- 9.88% |
$96.3K - $104K
|
7.05K
$902K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
364+ 3.11% |
$45.4K - $48.8K
|
12.1K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.94K- 31.55% |
$1.24M - $1.33M
|
21.6K
$2.76M
|