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 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.06K- 7.67% |
$256K - $275K
|
24.8K
$2.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.02K- 6.9% |
$251K - $270K
|
27.2K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.9K- 26.12% |
$236K - $254K
|
5.36K
$615K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.88K- 26.24% |
$234K - $252K
|
5.28K
$606K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.82K- 3.87% |
$227K - $244K
|
45.3K
$5.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.76K- 8.19% |
$219K - $236K
|
19.7K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.73K- 8.16% |
$215K - $231K
|
19.4K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.72K- 3.91% |
$214K - $230K
|
42.2K
$4.84M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.64K- 12.71% |
$204K - $220K
|
11.3K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.61K- 15.61% |
$201K - $216K
|
8.7K
$998K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 46.44% |
$192K - $207K
|
1.78K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.41K- 38.86% |
$175K - $189K
|
2.22K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.37K- 23.29% |
$170K - $183K
|
4.5K
$516K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.35K- 15.3% |
$168K - $181K
|
7.48K
$858K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.3K- 9.68% |
$162K - $174K
|
12.1K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.26K- 13.96% |
$157K - $169K
|
7.77K
$891K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.21K- 8.64% |
$150K - $162K
|
12.8K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.2K- 8.87% |
$149K - $160K
|
12.3K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 20.19% |
$147K - $158K
|
4.67K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.17K- 38.71% |
$146K - $157K
|
1.86K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.1K- 11.75% |
$137K - $147K
|
8.27K
$948K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 2.78% |
$134K - $144K
|
37.5K
$4.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.06K- 23.16% |
$132K - $142K
|
3.52K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.04K- 0.85% |
$130K - $140K
|
121K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-930- 14.48% |
$116K - $125K
|
5.49K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-924- 4.71% |
$115K - $124K
|
18.7K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-924- 7.48% |
$115K - $124K
|
11.4K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-877- 5.93% |
$109K - $117K
|
13.9K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-828- 6.63% |
$103K - $111K
|
11.7K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-825- 6.48% |
$103K - $111K
|
11.9K
$1.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 77.81% |
$100K - $108K
|
229
$26.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-795- 2.64% |
$99.1K - $106K
|
29.4K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-784- 1.35% |
$97.7K - $105K
|
57.2K
$6.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-778- 12.9% |
$96.9K - $104K
|
5.25K
$603K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-773- 9.88% |
$96.3K - $104K
|
7.05K
$809K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-760- 1.35% |
$94.7K - $102K
|
55.5K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-759- 30.37% |
$94.6K - $102K
|
1.74K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-755- 17.57% |
$94.1K - $101K
|
3.54K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-754- 2.13% |
$94K - $101K
|
34.6K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-743- 6.92% |
$92.6K - $99.5K
|
9.99K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-732- 2.17% |
$91.2K - $98.1K
|
33K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-708- 13.41% |
$88.2K - $94.8K
|
4.57K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-684- 4.52% |
$85.2K - $91.6K
|
14.4K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-677- 6.51% |
$84.4K - $90.7K
|
9.73K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-666- 13.48% |
$83K - $89.2K
|
4.27K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-646- 1.37% |
$80.5K - $86.5K
|
46.3K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-644- 5.27% |
$80.2K - $86.3K
|
11.6K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-639- 8.8% |
$79.6K - $85.6K
|
6.62K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-610- 2.43% |
$76K - $81.7K
|
24.5K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-610- 10.01% |
$76K - $81.7K
|
5.48K
$629K
|