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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.65KClosed |
$414K - $453K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 19.21% |
$242K - $265K
|
11.5K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.93K- 33.93% |
$172K - $188K
|
3.76K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 98.34% |
$106K - $116K
|
20
$2.94K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.1K- 33.31% |
$98.1K - $107K
|
2.21K
$324K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-780- 17.06% |
$69.4K - $76K
|
3.79K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-372- 5.51% |
$33.1K - $36.3K
|
6.37K
$936K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-301- 10.39% |
$26.8K - $29.3K
|
2.6K
$381K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-141- 4.18% |
$12.5K - $13.7K
|
3.23K
$475K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.48% |
$12.1K - $13.3K
|
28K
$4.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-109Closed |
$9.7K - $10.6K
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-103- 80.47% |
$9.16K - $10K
|
25
$3.67K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-53- 4.94% |
$4.72K - $5.17K
|
1.02K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-51- 0.52% |
$4.54K - $4.97K
|
9.8K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-51- 0.27% |
$4.54K - $4.97K
|
19.1K
$2.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-45- 0.25% |
$4K - $4.39K
|
18K
$2.65M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-34- 4.96% |
$3.02K - $3.31K
|
651
$95.6K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-13- 86.67% |
$1.16K - $1.27K
|
2
$294
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11- 0.4% |
$979 - $1.07K
|
2.75K
$404K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-65.1K- 56.22% |
$5.47M - $6.03M
|
50.7K
$7.44M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.68K- 35.55% |
$814K - $897K
|
17.5K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.47K- 65.94% |
$460K - $507K
|
2.83K
$415K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.06K- 54.32% |
$425K - $469K
|
4.26K
$625K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.12K- 47.91% |
$262K - $289K
|
3.39K
$498K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.11K- 24.42% |
$261K - $288K
|
9.62K
$1.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.46K- 5.83% |
$207K - $228K
|
39.8K
$5.84M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.31K- 44.34% |
$194K - $214K
|
2.9K
$426K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-475- 1.02% |
$39.9K - $44K
|
46.2K
$6.78M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-449- 14.23% |
$37.7K - $41.6K
|
2.71K
$398K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-329- 1.51% |
$27.7K - $30.5K
|
21.5K
$3.15M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 2.22% |
$7.48K - $8.24K
|
3.92K
$575K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-60- 18.69% |
$5.04K - $5.56K
|
261
$38.3K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-37- 0.85% |
$3.11K - $3.43K
|
4.32K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-11- 8.4% |
$925 - $1.02K
|
120
$17.6K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.45% |
$925 - $1.02K
|
2.45K
$360K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-520K- 76.27% |
$41.2M - $47.1M
|
162K
$23.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-64.9K- 21.04% |
$5.14M - $5.87M
|
243K
$35.8M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-56.1K- 49.19% |
$4.45M - $5.08M
|
58K
$8.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 70.62% |
$911K - $1.04M
|
4.79K
$703K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-9.59K- 69.94% |
$760K - $868K
|
4.12K
$605K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-9.14K- 9.54% |
$724K - $827K
|
86.6K
$12.7M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-8.74K- 32.66% |
$693K - $792K
|
18K
$2.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.49K- 87.92% |
$356K - $406K
|
617
$90.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-3.25K- 28.02% |
$258K - $294K
|
8.35K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.86K- 12.71% |
$227K - $259K
|
19.7K
$2.89M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.71K- 56.83% |
$135K - $154K
|
1.3K
$190K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.52K- 10.96% |
$120K - $137K
|
12.3K
$1.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.34K- 33.14% |
$106K - $121K
|
2.71K
$397K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 28.79% |
$85.5K - $97.7K
|
2.67K
$392K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-808- 5.26% |
$64K - $73.1K
|
14.6K
$2.14M
|
|