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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
164New |
$12.4K - $13.7K
|
164
$13.8K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-250- 3.26% |
$18.9K - $20.9K
|
7.42K
$625K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 13.74% |
$94.5K - $104K
|
10.3K
$872K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
350+ 6.94% |
$26.5K - $29.2K
|
5.39K
$454K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.02M- 98.42% |
$76.9M - $84.9M
|
16.3K
$1.37M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16+ 0.43% |
$1.21K - $1.34K
|
3.74K
$315K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
200New |
$15.1K - $16.7K
|
200
$16.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
246+ 9.39% |
$18.6K - $20.5K
|
2.87K
$242K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.89K- 12.12% |
$522K - $575K
|
50K
$4.21M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
23+ 0.54% |
$1.74K - $1.92K
|
4.31K
$363K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
37.4KNew |
$2.83M - $3.12M
|
37.4K
$3.16M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-613- 17.4% |
$46.4K - $51.2K
|
2.91K
$245K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
6.88KNew |
$520K - $574K
|
6.88K
$580K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.6K- 13.68% |
$272K - $300K
|
22.7K
$1.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$884K - $975K
|
11.7K
$985K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.9K+ 833.76% |
$1.74M - $1.92M
|
25.7K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.1K- 2.77% |
$461K - $509K
|
214K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.6K+ 361.86% |
$2.09M - $2.3M
|
35.2K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 12.49% |
$405K - $447K
|
48.3K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12K- 30.7% |
$909K - $1M
|
27.1K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
624+ 116.85% |
$47.2K - $52.1K
|
1.16K
$97.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
231K+ 2.43% |
$17.4M - $19.3M
|
9.71M
$819M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
65.5K+ 7.76% |
$4.96M - $5.47M
|
910K
$76.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.86KNew |
$519K - $572K
|
6.86K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.33KNew |
$403K - $444K
|
5.33K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3+ 0.02% |
$227 - $250
|
13.7K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
142+ 4.6% |
$10.7K - $11.9K
|
3.23K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.95K- 34.11% |
$450K - $497K
|
11.5K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.76K+ 28.66% |
$133K - $147K
|
7.9K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
16.3KNew |
$1.23M - $1.36M
|
16.3K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.72KNew |
$130K - $143K
|
1.72K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.4K- 49.51% |
$1.7M - $1.87M
|
22.9K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
45+ 0.23% |
$3.4K - $3.76K
|
19.5K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-23.8K- 1.62% |
$1.8M - $1.99M
|
1.44M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.41K+ 3.97% |
$636K - $702K
|
220K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-128- 5.78% |
$9.68K - $10.7K
|
2.09K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-300- 2.72% |
$22.7K - $25K
|
10.7K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
53.7K+ 1.6% |
$4.06M - $4.48M
|
3.4M
$287M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-304- 6.81% |
$23K - $25.4K
|
4.16K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
973K+ 21.02% |
$73.6M - $81.2M
|
5.6M
$472M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.92K- 4.48% |
$221K - $243K
|
62.2K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
110+ 0.91% |
$8.32K - $9.18K
|
12.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28.6K+ 5.75% |
$2.16M - $2.38M
|
525K
$44.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.6K+ 7.23% |
$2.09M - $2.31M
|
410K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.7K+ 0.84% |
$1.26M - $1.39M
|
2.01M
$169M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-10- 0.24% |
$757 - $835
|
4.11K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.5K+ 4.96% |
$1.93M - $2.13M
|
540K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.17K- 15.04% |
$88.7K - $97.8K
|
6.62K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 0.73% |
$908 - $1K
|
1.66K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-365- 3.42% |
$27.6K - $30.5K
|
10.3K
$869K
|