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 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
|
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
|
|
|
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
|
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
|
|