Latest Institutional Transactions on Ishares Trust Ishares Esg Awar (ESGD)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-11- 1.95% |
$829 - $932
|
553
$45.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.14K- 11.88% |
$161K - $182K
|
15.9K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-255- 2.39% |
$19.2K - $21.6K
|
10.4K
$859K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.17K- 1.37% |
$87.9K - $98.9K
|
83.9K
$6.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.87K+ 17.78% |
$141K - $158K
|
12.4K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.5K+ 9.88% |
$264K - $297K
|
39K
$3.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
1.25K+ 27.95% |
$94.3K - $106K
|
5.73K
$472K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
3.49K+ 13.78% |
$262K - $295K
|
28.8K
$2.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.87K+ 12.56% |
$216K - $243K
|
25.7K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.26K- 7.03% |
$95.1K - $107K
|
16.7K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.5K- 10.56% |
$263K - $296K
|
29.6K
$2.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-400- 6.99% |
$30.1K - $33.9K
|
5.32K
$438K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-560- 8.64% |
$42.2K - $47.5K
|
5.92K
$488K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-94- 8.94% |
$7.08K - $7.97K
|
957
$78.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
125K+ 72.55% |
$9.43M - $10.6M
|
298K
$24.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-590- 8.5% |
$44.4K - $50K
|
6.35K
$524K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.37% |
$1.13K - $1.27K
|
4.09K
$337K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.47KNew |
$186K - $210K
|
2.47K
$204K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 0.35% |
$678 - $763
|
2.58K
$213K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.21K+ 19.4% |
$242K - $272K
|
19.8K
$1.63M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
7.12K+ 13.04% |
$536K - $604K
|
61.7K
$5.09M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12.2K+ 166.2% |
$922K - $1.04M
|
19.6K
$1.62M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-21- 0.59% |
$1.58K - $1.78K
|
3.55K
$292K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-411- 1.87% |
$31K - $34.8K
|
21.6K
$1.78M
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.58KNew |
$271K - $299K
|
3.58K
$295K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
6.23KNew |
$472K - $520K
|
6.23K
$514K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.13MNew |
$85.2M - $94.1M
|
1.13M
$92.9M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8.6K+ 3.02% |
$651K - $718K
|
293K
$24.2M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.37KNew |
$633K - $698K
|
8.37K
$690K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2+ 0.05% |
$151 - $167
|
4.07K
$336K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-558- 1.5% |
$42.2K - $46.6K
|
36.7K
$3.02M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12K+ 5.16% |
$907K - $1M
|
244K
$20.1M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
32.3KNew |
$2.44M - $2.69M
|
32.3K
$2.66M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
164New |
$12.4K - $13.7K
|
164
$13.5K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-250- 3.26% |
$18.9K - $20.9K
|
7.42K
$611K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 13.74% |
$94.5K - $104K
|
10.3K
$852K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
350+ 6.94% |
$26.5K - $29.2K
|
5.39K
$444K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.02M- 98.42% |
$76.9M - $84.9M
|
16.3K
$1.34M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16+ 0.43% |
$1.21K - $1.34K
|
3.74K
$308K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
200New |
$15.1K - $16.7K
|
200
$16.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
246+ 9.39% |
$18.6K - $20.5K
|
2.87K
$236K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.89K- 12.12% |
$522K - $575K
|
50K
$4.12M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
23+ 0.54% |
$1.74K - $1.92K
|
4.31K
$355K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
37.4KNew |
$2.83M - $3.12M
|
37.4K
$3.08M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-613- 17.4% |
$46.4K - $51.2K
|
2.91K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
6.88KNew |
$520K - $574K
|
6.88K
$567K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.6K- 13.68% |
$272K - $300K
|
22.7K
$1.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$884K - $975K
|
11.7K
$963K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.9K+ 833.76% |
$1.74M - $1.92M
|
25.7K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.1K- 2.77% |
$461K - $509K
|
214K
$17.6M
|
|