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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
648+ 3.59% |
$48.8K - $54.9K
|
18.7K
$1.67M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
14.5KNew |
$1.09M - $1.23M
|
14.5K
$1.29M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26K+ 21.14% |
$1.96M - $2.21M
|
149K
$13.3M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
742+ 15.3% |
$55.9K - $62.9K
|
5.59K
$498K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.12K+ 59.11% |
$461K - $519K
|
16.5K
$1.47M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-230- 23.02% |
$17.3K - $19.5K
|
769
$68.5K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-39.4K- 2.63% |
$2.97M - $3.34M
|
1.46M
$130M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-21K- 36.96% |
$1.58M - $1.78M
|
35.9K
$3.19M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
307+ 5.77% |
$23.1K - $26K
|
5.63K
$501K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-181K- 25.78% |
$13.6M - $15.3M
|
520K
$46.3M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-41- 6.46% |
$3.09K - $3.48K
|
594
$52.9K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.02K+ 11.75% |
$227K - $256K
|
28.7K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-28- 0.3% |
$2.11K - $2.37K
|
9.39K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-291- 6.97% |
$21.9K - $24.7K
|
3.88K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-247- 1.82% |
$18.6K - $20.9K
|
13.3K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.8K+ 8.85% |
$361K - $407K
|
59K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-360- 1.57% |
$27.1K - $30.5K
|
22.5K
$2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.48K- 6.26% |
$338K - $380K
|
67.1K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.93KNew |
$522K - $588K
|
6.93K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-80.1K- 33.97% |
$6.03M - $6.79M
|
156K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.23KNew |
$469K - $528K
|
6.23K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.5K+ 16.08% |
$113K - $127K
|
10.8K
$966K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
928K+ 9.56% |
$69.9M - $78.7M
|
10.6M
$947M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200K- 3.96% |
$15.1M - $17M
|
4.85M
$432M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
88+ 1.28% |
$6.63K - $7.46K
|
6.94K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.65K+ 23.47% |
$200K - $225K
|
14K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.4K- 5.2% |
$861K - $970K
|
209K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.56K+ 0.62% |
$193K - $217K
|
412K
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33+ 100.0% |
$2.49K - $2.8K
|
66
$5.88K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.09K+ 3.61% |
$685K - $771K
|
261K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.91K+ 13.86% |
$596K - $671K
|
65K
$5.79M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-219- 13.22% |
$16.5K - $18.6K
|
1.44K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
951+ 26.48% |
$71.6K - $80.6K
|
4.54K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.7K- 40.22% |
$354K - $398K
|
6.99K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-114- 0.63% |
$8.59K - $9.66K
|
18K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.62K+ 81.67% |
$423K - $476K
|
12.5K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 20.0% |
$75.3 - $84.8
|
6
$534
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.11KNew |
$234K - $264K
|
3.11K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.4K- 5.88% |
$181K - $203K
|
38.4K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18.1K- 1.76% |
$1.36M - $1.53M
|
1.01M
$89.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.24K- 0.4% |
$169K - $190K
|
552K
$49.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-108K- 3.19% |
$8.17M - $9.19M
|
3.3M
$293M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.5K+ 1.95% |
$1.77M - $1.99M
|
1.23M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.3K+ 107.54% |
$774K - $871K
|
19.8K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-492- 6.65% |
$37.1K - $41.7K
|
6.91K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.73KNew |
$281K - $316K
|
3.73K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.46K- 4.7% |
$487K - $548K
|
131K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 3.96% |
$1.96K - $2.2K
|
683
$60.8K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.95K+ 134.3% |
$599K - $674K
|
13.9K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.98K+ 1.85% |
$752K - $846K
|
550K
$48.9M
|