Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-91.2K- 48.97% |
$11.4M - $12.2M
|
95K
$12.7M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.2K- 83.52% |
$2.27M - $2.44M
|
3.6K
$482K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10.9K- 66.26% |
$1.36M - $1.46M
|
5.54K
$742K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.55K- 26.12% |
$1.07M - $1.15M
|
24.2K
$3.24M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.74K- 6.43% |
$840K - $903K
|
98K
$13.1M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.3K- 2.41% |
$536K - $576K
|
174K
$23.3M
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-3.75K- 20.86% |
$468K - $503K
|
14.2K
$1.91M
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.64K- 2.52% |
$453K - $487K
|
141K
$18.8M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.46K- 6.62% |
$431K - $464K
|
48.8K
$6.53M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.4K- 6.36% |
$423K - $455K
|
50K
$6.7M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.35K- 2.83% |
$417K - $449K
|
115K
$15.4M
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3K- 30.34% |
$374K - $402K
|
6.89K
$923K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.98K- 17.5% |
$371K - $399K
|
14.1K
$1.88M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.97K- 19.01% |
$370K - $398K
|
12.7K
$1.69M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.92K- 9.33% |
$363K - $391K
|
28.4K
$3.8M
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-2.83K- 47.79% |
$352K - $378K
|
3.09K
$413K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.75K- 6.29% |
$343K - $368K
|
41K
$5.49M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-2.67K- 18.38% |
$333K - $358K
|
11.9K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.63K- 3.66% |
$327K - $352K
|
69.2K
$9.27M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.56K- 12.42% |
$319K - $343K
|
18K
$2.42M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.55K- 46.94% |
$318K - $341K
|
2.88K
$386K
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.52K- 0.91% |
$314K - $337K
|
275K
$36.8M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.37K- 3.89% |
$296K - $318K
|
58.5K
$7.84M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.24K- 8.73% |
$279K - $300K
|
23.4K
$3.13M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.24K- 12.99% |
$279K - $300K
|
15K
$2.01M
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.15K- 3.48% |
$268K - $289K
|
59.8K
$8.01M
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.06K- 7.67% |
$256K - $275K
|
24.8K
$3.32M
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.02K- 6.9% |
$251K - $270K
|
27.2K
$3.64M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.83K- 99.95% |
$228K - $245K
|
1
$134
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.71K- 41.03% |
$213K - $229K
|
2.45K
$328K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.55K- 15.2% |
$193K - $208K
|
8.64K
$1.16M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.47K- 2.27% |
$183K - $197K
|
63.5K
$8.5M
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.34K- 1.87% |
$166K - $179K
|
70K
$9.37M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.1K- 11.75% |
$137K - $147K
|
8.27K
$1.11M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.06K- 23.16% |
$132K - $142K
|
3.52K
$471K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-827- 0.47% |
$103K - $111K
|
177K
$23.7M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-825- 6.48% |
$103K - $111K
|
11.9K
$1.6M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 77.81% |
$100K - $108K
|
229
$30.7K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-795- 2.64% |
$99.1K - $106K
|
29.4K
$3.93M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-784- 1.35% |
$97.7K - $105K
|
57.2K
$7.65M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-780- 12.73% |
$97.2K - $104K
|
5.35K
$716K
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-743- 6.92% |
$92.6K - $99.5K
|
9.99K
$1.34M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-639- 8.8% |
$79.6K - $85.6K
|
6.62K
$887K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-622- 14.97% |
$77.5K - $83.3K
|
3.53K
$473K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-610- 10.01% |
$76K - $81.7K
|
5.48K
$734K
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-593- 0.5% |
$73.9K - $79.4K
|
117K
$15.7M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-574- 6.78% |
$71.5K - $76.9K
|
7.89K
$1.06M
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-484- 2.75% |
$60.3K - $64.8K
|
17.1K
$2.29M
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-456- 3.65% |
$56.8K - $61.1K
|
12K
$1.61M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-438- 6.56% |
$54.6K - $58.7K
|
6.24K
$835K
|