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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.8KNew |
$318K - $354K
|
2.8K
$328K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.2K+ 8.91% |
$250K - $278K
|
26.9K
$3.15M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.97K+ 5.11% |
$223K - $248K
|
40.5K
$4.74M
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.83KNew |
$208K - $231K
|
1.83K
$214K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.77KNew |
$201K - $223K
|
1.77K
$207K
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.76KNew |
$200K - $222K
|
1.76K
$206K
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.69KNew |
$192K - $213K
|
1.69K
$198K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.62KNew |
$184K - $204K
|
1.62K
$190K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.62KNew |
$183K - $204K
|
1.62K
$189K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.6KNew |
$182K - $202K
|
1.6K
$188K
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.54K+ 18.78% |
$175K - $194K
|
9.74K
$1.14M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.41K+ 39.93% |
$160K - $178K
|
4.96K
$580K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
871New |
$98.8K - $110K
|
871
$102K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
806New |
$91.4K - $102K
|
806
$94.4K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
644New |
$73.1K - $81.3K
|
644
$75.4K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
581+ 8.71% |
$65.9K - $73.3K
|
7.26K
$850K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
369New |
$41.9K - $46.6K
|
369
$43.2K
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
307+ 6.4% |
$34.8K - $38.7K
|
5.11K
$598K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
301New |
$34.1K - $38K
|
301
$35.3K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
262+ 4.97% |
$29.7K - $33.1K
|
5.54K
$649K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
229New |
$26K - $28.9K
|
229
$26.8K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
140+ 9.43% |
$15.9K - $17.7K
|
1.63K
$190K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
139New |
$15.8K - $17.5K
|
139
$16.3K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
118New |
$13.4K - $14.9K
|
118
$13.8K
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
99New |
$11.2K - $12.5K
|
99
$11.6K
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
98+ 5.85% |
$11.1K - $12.4K
|
1.77K
$208K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
84New |
$9.53K - $10.6K
|
84
$9.84K
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
68+ 3.53% |
$7.71K - $8.58K
|
1.99K
$234K
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
55+ 2.54% |
$6.24K - $6.94K
|
2.22K
$260K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
35+ 7.61% |
$3.97K - $4.42K
|
495
$58K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
33New |
$3.74K - $4.16K
|
33
$3.87K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
26+ 0.34% |
$2.95K - $3.28K
|
7.71K
$904K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14+ 2.73% |
$1.59K - $1.77K
|
527
$61.7K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 1200.0% |
$1.36K - $1.51K
|
13
$1.52K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11New |
$1.25K - $1.39K
|
11
$1.29K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8+ 0.38% |
$908 - $1.01K
|
2.1K
$246K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7+ 10.61% |
$794 - $883
|
73
$8.55K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
7+ 0.36% |
$794 - $883
|
1.96K
$229K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3+ 0.02% |
$340 - $379
|
18.1K
$2.12M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.67% |
$113 - $126
|
151
$17.7K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
214K+ 428.4% |
$23.3M - $25.7M
|
264K
$30.9M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
182KNew |
$19.8M - $21.8M
|
182K
$21.3M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
119KNew |
$12.9M - $14.3M
|
119K
$14M
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
28.5KNew |
$3.1M - $3.41M
|
28.5K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
16.6KNew |
$1.81M - $1.99M
|
16.6K
$1.95M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
12.8KNew |
$1.39M - $1.53M
|
12.8K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.8KNew |
$1.39M - $1.53M
|
12.8K
$1.49M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.09KNew |
$988K - $1.09M
|
9.09K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
6.74KNew |
$733K - $808K
|
6.74K
$789K
|