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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-71- 7.97% |
$7.72K - $8.51K
|
820
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-52- 0.6% |
$5.65K - $6.23K
|
8.64K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 6.05% |
$5.22K - $5.75K
|
746
$95.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-43- 97.73% |
$4.67K - $5.15K
|
1
$128
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-41- 4.27% |
$4.46K - $4.91K
|
919
$117K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37- 1.11% |
$4.02K - $4.43K
|
3.28K
$419K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-36- 67.92% |
$3.91K - $4.31K
|
17
$2.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-10- 0.11% |
$1.09K - $1.2K
|
9.16K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-10- 0.27% |
$1.09K - $1.2K
|
3.74K
$478K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6- 0.27% |
$652 - $719
|
2.25K
$287K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4- 0.19% |
$435 - $479
|
2.1K
$268K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-150K- 40.82% |
$15.4M - $17.2M
|
217K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-22.7K- 19.82% |
$2.33M - $2.61M
|
91.8K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-11.1K- 95.61% |
$1.14M - $1.28M
|
510
$65.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.42K- 28.25% |
$867K - $968K
|
21.4K
$2.73M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.44K- 35.53% |
$766K - $856K
|
13.5K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.84K- 9.74% |
$704K - $786K
|
63.4K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.74K- 31.51% |
$591K - $660K
|
12.5K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.97K- 50.0% |
$306K - $342K
|
2.97K
$380K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.72K- 32.62% |
$177K - $198K
|
3.56K
$454K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.38K- 25.55% |
$142K - $158K
|
4.02K
$513K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-912- 49.43% |
$93.9K - $105K
|
933
$119K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-850- 24.09% |
$87.5K - $97.7K
|
2.68K
$342K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-810- 73.3% |
$83.4K - $93.1K
|
295
$37.7K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-802- 62.9% |
$82.5K - $92.2K
|
473
$60.4K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-591- 22.94% |
$60.8K - $67.9K
|
1.99K
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-548- 4.48% |
$56.4K - $63K
|
11.7K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-415- 19.33% |
$42.7K - $47.7K
|
1.73K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-370- 10.4% |
$38.1K - $42.5K
|
3.19K
$407K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-206- 7.29% |
$21.2K - $23.7K
|
2.62K
$335K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 15.69% |
$20.6K - $23K
|
1.08K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-187- 7.5% |
$19.2K - $21.5K
|
2.31K
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-177- 17.25% |
$18.2K - $20.3K
|
849
$108K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-164- 1.35% |
$16.9K - $18.9K
|
12K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-164- 1.89% |
$16.9K - $18.9K
|
8.53K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-90- 1.12% |
$9.26K - $10.3K
|
7.98K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 1.34% |
$8.23K - $9.2K
|
5.91K
$755K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-65- 2.32% |
$6.69K - $7.47K
|
2.73K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-51- 69.86% |
$5.25K - $5.86K
|
22
$2.81K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-32- 56.14% |
$3.29K - $3.68K
|
25
$3.19K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-15- 6.33% |
$1.54K - $1.72K
|
222
$28.3K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-14- 0.6% |
$1.44K - $1.61K
|
2.34K
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 0.63% |
$206 - $230
|
313
$40K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-39.8K- 7.68% |
$3.58M - $4.19M
|
478K
$61.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-15K- 37.24% |
$1.35M - $1.58M
|
25.2K
$3.22M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-8.63K- 66.76% |
$777K - $908K
|
4.3K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.84K- 12.33% |
$436K - $510K
|
34.4K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.04K- 3.33% |
$183K - $214K
|
59.1K
$7.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.74K- 5.0% |
$157K - $183K
|
33.1K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-854- 4.7% |
$76.9K - $89.9K
|
17.3K
$2.21M
|
|