Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGU)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.5KNew |
$2.32M - $2.59M
|
22.5K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.75K+ 34.44% |
$695K - $776K
|
26.3K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.29KNew |
$442K - $493K
|
4.29K
$630K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.31KNew |
$340K - $380K
|
3.31K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.11KNew |
$320K - $357K
|
3.11K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.62KNew |
$269K - $301K
|
2.62K
$384K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.89KNew |
$194K - $217K
|
1.89K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.87KNew |
$192K - $215K
|
1.87K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.83KNew |
$188K - $210K
|
1.83K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.79KNew |
$185K - $206K
|
1.79K
$263K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.76KNew |
$181K - $202K
|
1.76K
$259K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
924+ 3.85% |
$95.1K - $106K
|
24.9K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
874New |
$89.9K - $100K
|
874
$128K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
868New |
$89.3K - $99.8K
|
868
$128K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
570+ 5.13% |
$58.7K - $65.5K
|
11.7K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
385New |
$39.6K - $44.3K
|
385
$56.6K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
364+ 627.59% |
$37.5K - $41.8K
|
422
$62K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
274+ 14.27% |
$28.2K - $31.5K
|
2.19K
$322K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
265+ 13.25% |
$27.3K - $30.5K
|
2.27K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
115New |
$11.8K - $13.2K
|
115
$16.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
88New |
$9.06K - $10.1K
|
88
$12.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
58New |
$5.97K - $6.67K
|
58
$8.52K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
44New |
$4.53K - $5.06K
|
44
$6.46K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
34+ 1.0% |
$3.5K - $3.91K
|
3.43K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$1.96K - $2.18K
|
19
$2.79K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18New |
$1.85K - $2.07K
|
18
$2.64K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12+ 0.46% |
$1.23K - $1.38K
|
2.62K
$385K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
93.6K+ 8.77% |
$8.42M - $9.85M
|
1.16M
$170M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
74.1KNew |
$6.67M - $7.8M
|
74.1K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
46KNew |
$4.14M - $4.84M
|
46K
$6.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
43.3KNew |
$3.89M - $4.55M
|
43.3K
$6.35M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
33.4KNew |
$3.01M - $3.52M
|
33.4K
$4.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
32.4KNew |
$2.92M - $3.41M
|
32.4K
$4.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
7.86KNew |
$707K - $827K
|
7.86K
$1.15M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$388K - $454K
|
4.31K
$633K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.69KNew |
$332K - $388K
|
3.69K
$541K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.13KNew |
$281K - $329K
|
3.13K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.05KNew |
$274K - $321K
|
3.05K
$448K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.33KNew |
$209K - $245K
|
2.33K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.12KNew |
$191K - $223K
|
2.12K
$312K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.09KNew |
$188K - $220K
|
2.09K
$306K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.99KNew |
$179K - $209K
|
1.99K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.96KNew |
$176K - $206K
|
1.96K
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.95KNew |
$176K - $205K
|
1.95K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.89K+ 6.77% |
$170K - $199K
|
29.8K
$4.38M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.39K+ 58.01% |
$125K - $146K
|
3.79K
$557K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.36KNew |
$123K - $144K
|
1.36K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.17K+ 8.65% |
$105K - $123K
|
14.7K
$2.15M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$99.1K - $116K
|
1.1K
$162K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.05KNew |
$94.8K - $111K
|
1.05K
$155K
|
|