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 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
14+ 0.75% |
$1.89K - $2.04K
|
1.88K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.83K+ 52.91% |
$652K - $705K
|
14K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17- 1.5% |
$2.29K - $2.48K
|
1.11K
$163K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25- 0.6% |
$3.37K - $3.65K
|
4.17K
$612K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46+ 1.24% |
$6.21K - $6.71K
|
3.75K
$550K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
30New |
$4.05K - $4.38K
|
30
$4.41K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5+ 0.13% |
$675 - $729
|
3.83K
$563K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1.81K+ 14.14% |
$244K - $264K
|
14.6K
$2.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-16- 0.06% |
$2.16K - $2.33K
|
25.4K
$3.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.74K+ 53.69% |
$370K - $400K
|
7.85K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-72- 0.2% |
$9.72K - $10.5K
|
35.6K
$5.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.67K- 49.91% |
$360K - $389K
|
2.68K
$394K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.24K+ 13.75% |
$167K - $180K
|
10.2K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
225+ 0.4% |
$30.4K - $32.8K
|
57K
$8.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.28K+ 6.86% |
$173K - $187K
|
20K
$2.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
60+ 0.25% |
$8.1K - $8.75K
|
23.9K
$3.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.2K+ 48.19% |
$162K - $175K
|
3.68K
$541K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
4+ 0.03% |
$540 - $583
|
14K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-330- 17.37% |
$44.5K - $48.1K
|
1.57K
$231K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.39K+ 12.0% |
$458K - $495K
|
31.7K
$4.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-207- 2.3% |
$27.9K - $30.2K
|
8.79K
$1.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-92- 4.99% |
$12.4K - $13.4K
|
1.75K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-453- 6.73% |
$61.1K - $66.1K
|
6.28K
$922K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33+ 0.69% |
$4.45K - $4.81K
|
4.8K
$706K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-243- 9.72% |
$32.8K - $35.4K
|
2.26K
$332K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-705- 1.39% |
$95.1K - $103K
|
50.1K
$7.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
58+ 0.71% |
$7.83K - $8.46K
|
8.19K
$1.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
5+ 0.08% |
$675 - $729
|
6.01K
$883K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.76K- 39.72% |
$238K - $257K
|
2.67K
$393K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16+ 0.12% |
$2.16K - $2.33K
|
13.3K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-105- 0.94% |
$14.2K - $15.3K
|
11.1K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
187+ 3.64% |
$25.2K - $27.3K
|
5.33K
$782K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 27.27% |
$405 - $438
|
8
$1.18K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-84- 1.41% |
$11.3K - $12.3K
|
5.87K
$863K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.02K- 8.26% |
$542K - $586K
|
44.6K
$6.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-183- 32.22% |
$24.7K - $26.7K
|
385
$56.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-703- 0.95% |
$94.9K - $103K
|
73.2K
$10.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
963+ 12.54% |
$130K - $140K
|
8.64K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-182- 2.5% |
$24.6K - $26.5K
|
7.1K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
97.9K+ 36.0% |
$13.2M - $14.3M
|
370K
$54.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
75+ 2.19% |
$10.1K - $10.9K
|
3.49K
$513K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
1.6KNew |
$216K - $233K
|
1.6K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
55+ 1.17% |
$7.42K - $8.02K
|
4.77K
$701K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 0.48% |
$135K - $146K
|
211K
$31M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2K+ 25.64% |
$270K - $292K
|
9.81K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-49- 2.09% |
$6.61K - $7.15K
|
2.3K
$338K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
52+ 1.45% |
$7.02K - $7.58K
|
3.63K
$534K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-441- 7.21% |
$59.5K - $64.3K
|
5.68K
$834K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11.5KNew |
$1.55M - $1.67M
|
11.5K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
169+ 4.76% |
$22.8K - $24.7K
|
3.72K
$547K
|
|