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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
309+ 0.18% |
$41.7K - $45.1K
|
176K
$25.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-56- 0.48% |
$7.56K - $8.17K
|
11.6K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-116- 1.19% |
$15.7K - $16.9K
|
9.62K
$1.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
597+ 1.91% |
$80.6K - $87.1K
|
31.8K
$4.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
722+ 18.38% |
$97.4K - $105K
|
4.65K
$683K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-272- 3.71% |
$36.7K - $39.7K
|
7.05K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
338+ 13.5% |
$45.6K - $49.3K
|
2.84K
$417K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3- 0.2% |
$405 - $438
|
1.51K
$221K
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-128- 4.24% |
$17.3K - $18.7K
|
2.89K
$424K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
275+ 16.43% |
$37.1K - $40.1K
|
1.95K
$286K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-94- 0.82% |
$12.7K - $13.7K
|
11.3K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.6KNew |
$216K - $234K
|
1.6K
$235K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-7.66K- 91.13% |
$1.03M - $1.12M
|
746
$110K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.89K+ 121.23% |
$390K - $421K
|
5.27K
$774K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-20- 0.65% |
$2.7K - $2.92K
|
3.04K
$447K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-733- 29.54% |
$98.9K - $107K
|
1.75K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
7+ 0.24% |
$945 - $1.02K
|
2.98K
$438K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.66M - $1.8M
|
12.3K
$1.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 0.22% |
$1.75K - $1.9K
|
6.06K
$890K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.44K+ 79.41% |
$329K - $355K
|
5.51K
$809K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-26.6K- 9.58% |
$3.59M - $3.88M
|
251K
$36.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3K+ 13.83% |
$1.79M - $1.94M
|
109K
$16.1M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.27K- 11.12% |
$171K - $185K
|
10.1K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
153+ 6.97% |
$20.6K - $22.3K
|
2.35K
$345K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-282- 4.63% |
$38.1K - $41.1K
|
5.81K
$854K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-85- 2.11% |
$11.5K - $12.4K
|
3.94K
$578K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-703- 4.69% |
$94.9K - $103K
|
14.3K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-21- 0.59% |
$2.83K - $3.06K
|
3.53K
$519K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-3.26K- 7.04% |
$440K - $475K
|
43K
$6.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-53- 1.09% |
$7.15K - $7.73K
|
4.83K
$709K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.48K+ 1.75% |
$200K - $216K
|
85.8K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
211+ 2.37% |
$28.5K - $30.8K
|
9.12K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-335- 1.28% |
$45.2K - $48.9K
|
25.8K
$3.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.23K+ 16.91% |
$165K - $179K
|
8.47K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-52- 0.64% |
$7.02K - $7.58K
|
8.06K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-254- 5.22% |
$34.3K - $37K
|
4.61K
$678K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
35New |
$4.72K - $5.11K
|
35
$5.14K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-74- 1.71% |
$9.99K - $10.8K
|
4.25K
$624K
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
2.58K+ 1.99% |
$348K - $376K
|
132K
$19.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.1K- 22.8% |
$149K - $161K
|
3.73K
$548K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5- 0.09% |
$675 - $729
|
5.76K
$846K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
78+ 4.38% |
$10.5K - $11.4K
|
1.86K
$273K
|
|
|
Oct 24, 2025
Q3 2025
|
Members Capital Advisors Inc
|
BUY
|
- |
19.4K+ 372.28% |
$2.61M - $2.83M
|
24.6K
$3.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-705- 17.61% |
$95.1K - $103K
|
3.3K
$484K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-525- 4.31% |
$70.8K - $76.6K
|
11.7K
$1.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-223- 8.43% |
$30.1K - $32.5K
|
2.42K
$356K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.75KNew |
$236K - $256K
|
1.75K
$257K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
966+ 1.5% |
$130K - $141K
|
65.2K
$9.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
436+ 5.88% |
$58.8K - $63.6K
|
7.85K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.4K- 8.59% |
$189K - $204K
|
14.9K
$2.19M
|
|