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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-824- 2.98% |
$60.2K - $74.3K
|
26.8K
$2.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
122+ 4.53% |
$8.91K - $11K
|
2.82K
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.78K- 2.86% |
$203K - $251K
|
94.6K
$8.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.04K- 8.28% |
$149K - $184K
|
22.6K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
62+ 0.7% |
$4.53K - $5.59K
|
8.87K
$809K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-185- 0.73% |
$13.5K - $16.7K
|
25.1K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-301- 9.53% |
$22K - $27.2K
|
2.86K
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-583- 1.33% |
$42.6K - $52.6K
|
43.3K
$3.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 7.99% |
$76.7K - $94.7K
|
12.1K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11.8K+ 3.81% |
$858K - $1.06M
|
320K
$29.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
39+ 1.1% |
$2.85K - $3.52K
|
3.58K
$326K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-15.9K- 46.19% |
$1.16M - $1.43M
|
18.5K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
136+ 1.67% |
$9.93K - $12.3K
|
8.28K
$756K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.31KNew |
$169K - $208K
|
2.31K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.19K+ 4.68% |
$598K - $739K
|
183K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-499- 4.02% |
$36.4K - $45K
|
11.9K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.4K+ 1.26% |
$757K - $935K
|
836K
$76.2M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9- 1.11% |
$657 - $812
|
801
$73.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
249K+ 1289.15% |
$18.2M - $22.4M
|
268K
$24.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-89.7K- 91.57% |
$6.55M - $8.1M
|
8.26K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-963- 7.99% |
$70.3K - $86.9K
|
11.1K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.55KNew |
$186K - $230K
|
2.55K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.31K+ 5.7% |
$242K - $299K
|
61.4K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
141+ 3.48% |
$10.3K - $12.7K
|
4.19K
$382K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
190+ 6.74% |
$13.9K - $17.1K
|
3.01K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.39K+ 9.04% |
$394K - $487K
|
65.1K
$5.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 1.11% |
$3.65K - $4.51K
|
4.46K
$407K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 26.14% |
$224K - $276K
|
8.65K
$790K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.41KNew |
$176K - $217K
|
2.41K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-8- 0.12% |
$584 - $722
|
6.59K
$601K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.71K+ 59.03% |
$709K - $876K
|
26.2K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.22K- 56.23% |
$235K - $290K
|
2.5K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.45K+ 8.28% |
$179K - $221K
|
32.1K
$2.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
63+ 1.8% |
$4.6K - $5.68K
|
3.56K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3KNew |
$219K - $270K
|
3K
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-100K- 33.94% |
$7.33M - $9.06M
|
195K
$17.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.4KNew |
$175K - $216K
|
2.4K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14+ 0.35% |
$1.02K - $1.26K
|
4.06K
$370K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
516+ 0.84% |
$37.7K - $46.6K
|
62.2K
$5.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.45K+ 1.74% |
$106K - $131K
|
84.8K
$7.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4+ 2.0% |
$292 - $361
|
204
$18.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-11- 0.45% |
$803 - $992
|
2.44K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$3.21K - $3.97K
|
44
$4.02K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.08K- 2.78% |
$590K - $729K
|
283K
$25.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-633- 13.9% |
$46.2K - $57.1K
|
3.92K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.67K- 1.16% |
$122K - $150K
|
142K
$12.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
52.1K+ 37.32% |
$3.81M - $4.7M
|
192K
$17.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
35.3K+ 53.72% |
$2.58M - $3.19M
|
101K
$9.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.79KNew |
$715K - $883K
|
9.79K
$893K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.04K+ 6.73% |
$76.2K - $94.2K
|
16.6K
$1.51M
|