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 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-326- 2.99% |
$44K - $47.6K
|
10.6K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
607+ 2.43% |
$81.9K - $88.5K
|
25.6K
$3.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.1% |
$405 - $438
|
3.08K
$453K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-362- 2.61% |
$48.8K - $52.8K
|
13.5K
$1.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
640+ 42.64% |
$86.4K - $93.4K
|
2.14K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.83K- 1.53% |
$247K - $266K
|
117K
$17.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
371+ 5.15% |
$50.1K - $54.1K
|
7.57K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.74KNew |
$234K - $253K
|
1.74K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-88.3K- 27.99% |
$11.9M - $12.9M
|
227K
$33.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.44KNew |
$194K - $210K
|
1.44K
$212K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$675 - $729
|
16.9K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
50K+ 748.8% |
$6.75M - $7.3M
|
56.7K
$8.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.74K+ 64.42% |
$235K - $254K
|
4.45K
$653K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-48- 1.93% |
$6.48K - $7K
|
2.44K
$359K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
549+ 1.43% |
$74.1K - $80.1K
|
38.9K
$5.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.66K- 6.19% |
$358K - $387K
|
40.3K
$5.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-275- 3.52% |
$37.1K - $40.1K
|
7.54K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-270- 4.46% |
$36.4K - $39.4K
|
5.78K
$849K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-149- 1.95% |
$20.1K - $21.7K
|
7.47K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
590+ 11.4% |
$79.6K - $86.1K
|
5.77K
$847K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
66New |
$8.91K - $9.63K
|
66
$9.69K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
385+ 0.17% |
$52K - $56.2K
|
230K
$33.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-52- 0.42% |
$7.02K - $7.58K
|
12.3K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
49New |
$6.61K - $7.15K
|
49
$7.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
175+ 9.65% |
$23.6K - $25.5K
|
1.99K
$292K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
930+ 2.88% |
$125K - $136K
|
33.2K
$4.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-92- 18.36% |
$12.4K - $13.4K
|
409
$60.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
636+ 20.89% |
$85.8K - $92.8K
|
3.68K
$541K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9+ 0.25% |
$1.21K - $1.31K
|
3.54K
$520K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 9.13% |
$2.11M - $2.28M
|
187K
$27.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
951+ 3.87% |
$128K - $139K
|
25.5K
$3.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43New |
$5.8K - $6.27K
|
43
$6.32K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
973+ 7.12% |
$131K - $142K
|
14.6K
$2.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
445K+ 24.5% |
$60M - $64.9M
|
2.26M
$332M
|
|
|
Nov 04, 2025
Q3 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.08K- 8.67% |
$415K - $449K
|
32.4K
$4.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.29K+ 39.76% |
$308K - $333K
|
8.04K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 33.33% |
$405 - $438
|
6
$881
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
3.05KNew |
$412K - $445K
|
3.05K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-3.2K- 9.06% |
$431K - $466K
|
32.1K
$4.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.13% |
$1.35K - $1.46K
|
7.76K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.75K+ 8.23% |
$1.18M - $1.28M
|
115K
$16.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
72+ 2.71% |
$9.72K - $10.5K
|
2.72K
$400K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.72KNew |
$232K - $251K
|
1.72K
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-229- 0.28% |
$30.9K - $33.4K
|
82K
$12M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-57- 3.71% |
$7.69K - $8.31K
|
1.48K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.7K- 3.52% |
$229K - $248K
|
46.6K
$6.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-173K- 68.58% |
$23.4M - $25.3M
|
79.4K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30- 0.17% |
$4.05K - $4.38K
|
17.3K
$2.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.46K+ 25.14% |
$332K - $359K
|
12.2K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
650+ 33.94% |
$87.7K - $94.8K
|
2.57K
$377K
|
|