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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11.8K- 19.7% |
$893K - $1M
|
48.1K
$3.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.33K+ 28.19% |
$403K - $453K
|
24.3K
$1.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.31% |
$756 - $849
|
3.2K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.71K+ 2.17% |
$356K - $399K
|
221K
$17.2M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-14.1K- 2.59% |
$1.07M - $1.2M
|
531K
$41.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 21.57% |
$138K - $154K
|
10.3K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 0.26% |
$111K - $125K
|
573K
$44.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.8K+ 59.18% |
$1.27M - $1.43M
|
45.3K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.2KNew |
$242K - $272K
|
3.2K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
269+ 2.22% |
$20.3K - $22.8K
|
12.4K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
924+ 1.49% |
$69.9K - $78.4K
|
63K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.14K- 0.21% |
$540K - $606K
|
3.35M
$260M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.8K- 22.13% |
$136K - $153K
|
6.34K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
131+ 1.35% |
$9.91K - $11.1K
|
9.87K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.7K- 2.29% |
$3.53M - $3.97M
|
1.99M
$154M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.62K+ 3.25% |
$274K - $308K
|
115K
$8.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.48K+ 2.0% |
$112K - $126K
|
75.3K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 1.24% |
$128K - $144K
|
139K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
3+ 0.06% |
$227 - $255
|
5.2K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
301+ 68.88% |
$22.8K - $25.6K
|
738
$57.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.75KNew |
$208K - $234K
|
2.75K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 0.09% |
$1.66K - $1.87K
|
25K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$205K - $230K
|
2.7K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 14.77% |
$418K - $469K
|
42.9K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-170- 6.45% |
$12.9K - $14.4K
|
2.47K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-633- 0.04% |
$47.9K - $53.7K
|
1.46M
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.38KNew |
$180K - $202K
|
2.38K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-939- 1.29% |
$71K - $79.7K
|
71.9K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
30.9K+ 2.36% |
$2.34M - $2.62M
|
1.34M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14+ 0.04% |
$1.06K - $1.19K
|
39.1K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.5K+ 1.72% |
$1.93M - $2.16M
|
1.5M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
635New |
$48K - $53.9K
|
635
$49.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15KNew |
$1.14M - $1.28M
|
15K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
23K+ 4.86% |
$1.74M - $1.95M
|
496K
$38.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-785- 6.85% |
$59.4K - $66.6K
|
10.7K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-721- 2.99% |
$54.5K - $61.2K
|
23.4K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.1K- 5.21% |
$235K - $263K
|
56.5K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-329- 38.12% |
$24.9K - $27.9K
|
534
$41.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.3K- 6.04% |
$1.16M - $1.3M
|
238K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
821New |
$62.1K - $69.7K
|
821
$63.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.6K+ 196.4% |
$874K - $981K
|
17.4K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.7K+ 3.56% |
$1.34M - $1.5M
|
515K
$39.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-11- 0.27% |
$832 - $934
|
4.12K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-548- 6.57% |
$41.4K - $46.5K
|
7.79K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.7K- 23.61% |
$3.15M - $3.54M
|
135K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-65.2K- 87.55% |
$4.93M - $5.54M
|
9.27K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
723+ 29.57% |
$54.7K - $61.4K
|
3.17K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 7.07% |
$3.78K - $4.24K
|
657
$50.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.5K+ 0.43% |
$3.06M - $3.44M
|
9.48M
$735M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4K+ 0.08% |
$303K - $340K
|
4.99M
$387M
|