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 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-463- 30.14% |
$41.7K - $48.7K
|
1.07K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-458- 13.14% |
$41.2K - $48.2K
|
3.03K
$387K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-448- 9.4% |
$40.3K - $47.2K
|
4.32K
$551K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-413- 5.81% |
$37.2K - $43.5K
|
6.69K
$854K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-387- 11.82% |
$34.8K - $40.7K
|
2.89K
$369K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-350- 11.86% |
$31.5K - $36.8K
|
2.6K
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-331- 8.65% |
$29.8K - $34.8K
|
3.49K
$446K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-300- 8.19% |
$27K - $31.6K
|
3.37K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-287- 7.2% |
$25.8K - $30.2K
|
3.7K
$472K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-259- 8.72% |
$23.3K - $27.3K
|
2.71K
$346K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-208- 6.21% |
$18.7K - $21.9K
|
3.14K
$401K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-189- 7.05% |
$17K - $19.9K
|
2.49K
$318K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-185- 6.99% |
$16.6K - $19.5K
|
2.46K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-101- 0.96% |
$9.09K - $10.6K
|
10.4K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-95- 37.55% |
$8.55K - $10K
|
158
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.2% |
$4.05K - $4.74K
|
3.72K
$475K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 1.35% |
$450 - $526
|
365
$46.6K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 0.33% |
$270 - $316
|
900
$115K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-226KClosed |
$21.1M - $22.8M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-53.8K- 20.01% |
$5.03M - $5.43M
|
215K
$27.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-37.8K- 66.66% |
$3.53M - $3.81M
|
18.9K
$2.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-16.7K- 11.25% |
$1.56M - $1.68M
|
132K
$16.8M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-7.22KClosed |
$675K - $729K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.3K- 42.54% |
$589K - $635K
|
8.51K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.1K- 10.94% |
$196K - $212K
|
17.1K
$2.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.42K- 92.13% |
$132K - $143K
|
121
$15.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 29.13% |
$112K - $121K
|
2.92K
$372K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-841- 20.13% |
$78.6K - $84.8K
|
3.34K
$426K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-302- 2.73% |
$28.2K - $30.5K
|
10.8K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-252- 1.51% |
$23.6K - $25.4K
|
16.4K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-204- 7.28% |
$19.1K - $20.6K
|
2.6K
$332K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-185- 8.02% |
$17.3K - $18.7K
|
2.12K
$271K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-95- 1.54% |
$8.88K - $9.58K
|
6.08K
$776K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-34- 10.46% |
$3.18K - $3.43K
|
291
$37.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-12- 29.27% |
$1.12K - $1.21K
|
29
$3.7K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-68.2K- 79.51% |
$6.07M - $6.65M
|
17.6K
$2.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-48.6K- 90.33% |
$4.33M - $4.74M
|
5.21K
$665K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-16.3K- 54.32% |
$1.45M - $1.58M
|
13.7K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-14.5K- 99.48% |
$1.29M - $1.42M
|
76
$9.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-13.5K- 40.4% |
$1.2M - $1.32M
|
20K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.84K- 64.3% |
$520K - $570K
|
3.24K
$414K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.65KClosed |
$414K - $453K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-4.37K- 35.0% |
$389K - $426K
|
8.12K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 19.21% |
$242K - $265K
|
11.5K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.93K- 33.93% |
$172K - $188K
|
3.76K
$480K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.66K- 25.85% |
$148K - $162K
|
4.76K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 98.34% |
$106K - $116K
|
20
$2.55K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.1K- 33.31% |
$98.1K - $107K
|
2.21K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-834- 17.96% |
$74.2K - $81.3K
|
3.81K
$486K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-780- 17.06% |
$69.4K - $76K
|
3.79K
$484K
|
|