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 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-533- 11.93% |
$42.2K - $48.3K
|
3.94K
$520K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-58- 1.93% |
$4.59K - $5.25K
|
2.95K
$390K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-35- 4.84% |
$2.77K - $3.17K
|
688
$90.9K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-83.6K- 1.8% |
$6.64M - $8.02M
|
4.57M
$604M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-12.3K- 90.07% |
$974K - $1.18M
|
1.35K
$179K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-9.53KClosed |
$757K - $915K
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.93K- 44.46% |
$233K - $281K
|
3.66K
$484K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-2.23K- 1.24% |
$177K - $214K
|
177K
$23.4M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 30.89% |
$93.2K - $113K
|
2.63K
$347K
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.1K- 20.85% |
$87.7K - $106K
|
4.19K
$554K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.1K- 68.81% |
$87.6K - $106K
|
500
$66.1K
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-565- 10.02% |
$44.9K - $54.2K
|
5.08K
$671K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$31.8K - $38.4K
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-254- 0.7% |
$20.2K - $24.4K
|
35.9K
$4.75M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-110- 0.94% |
$8.74K - $10.6K
|
11.6K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-64- 2.36% |
$5.08K - $6.14K
|
2.65K
$350K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15Closed |
$1.19K - $1.44K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-5- 0.18% |
$397 - $480
|
2.83K
$374K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-60.8KClosed |
$4.94M - $6.23M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-38.6K- 96.31% |
$3.14M - $3.96M
|
1.48K
$196K
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-29.7KClosed |
$2.41M - $3.05M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-23.3KClosed |
$1.89M - $2.39M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-22.6KClosed |
$1.84M - $2.32M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.96KClosed |
$728K - $919K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.51KClosed |
$610K - $770K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-7.5KClosed |
$610K - $769K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-5.77KClosed |
$469K - $591K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-5.11K- 50.24% |
$415K - $524K
|
5.06K
$669K
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.32KClosed |
$351K - $443K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.78KClosed |
$307K - $388K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.63K- 92.89% |
$295K - $373K
|
278
$36.7K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-2.99K- 36.98% |
$243K - $306K
|
5.09K
$672K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.96KClosed |
$241K - $304K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.95K- 43.89% |
$240K - $302K
|
3.77K
$498K
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.8KClosed |
$227K - $287K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.71K- 39.07% |
$220K - $278K
|
4.23K
$559K
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-2.44KClosed |
$198K - $250K
|
0
$0
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.38KClosed |
$193K - $244K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-2.37KClosed |
$192K - $243K
|
0
$0
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.29KClosed |
$186K - $234K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.28KClosed |
$185K - $234K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$174K - $219K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.04KClosed |
$165K - $209K
|
0
$0
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.86K- 3.37% |
$151K - $191K
|
53.4K
$7.06M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.55KClosed |
$126K - $159K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1.53KClosed |
$125K - $157K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.51KClosed |
$122K - $154K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-583- 45.19% |
$47.4K - $59.8K
|
707
$93.5K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-541- 18.23% |
$44K - $55.5K
|
2.43K
$321K
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-501- 15.0% |
$40.7K - $51.4K
|
2.84K
$375K
|