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
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-255- 2.39% |
$19.2K - $21.6K
|
10.4K
$928K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.17K- 1.37% |
$87.9K - $98.9K
|
83.9K
$7.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.87K+ 17.78% |
$141K - $158K
|
12.4K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
12+ 0.31% |
$904 - $1.02K
|
3.89K
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.2K- 15.48% |
$316K - $356K
|
22.9K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.37K+ 11.81% |
$103K - $116K
|
13K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
3.65KNew |
$275K - $309K
|
3.65K
$325K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-420- 5.46% |
$31.6K - $35.6K
|
7.28K
$648K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.5K+ 9.88% |
$264K - $297K
|
39K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
1.25K+ 27.95% |
$94.3K - $106K
|
5.73K
$510K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
3.49K+ 13.78% |
$262K - $295K
|
28.8K
$2.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.87K+ 12.56% |
$216K - $243K
|
25.7K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.26K- 7.03% |
$95.1K - $107K
|
16.7K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.5K- 10.56% |
$263K - $296K
|
29.6K
$2.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-560- 8.64% |
$42.2K - $47.5K
|
5.92K
$527K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-94- 8.94% |
$7.08K - $7.97K
|
957
$85.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
125K+ 72.55% |
$9.43M - $10.6M
|
298K
$26.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-590- 8.5% |
$44.4K - $50K
|
6.35K
$566K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.37% |
$1.13K - $1.27K
|
4.09K
$364K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.47KNew |
$186K - $210K
|
2.47K
$220K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 0.35% |
$678 - $763
|
2.58K
$230K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.21K+ 19.4% |
$242K - $272K
|
19.8K
$1.76M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
7.12K+ 13.04% |
$536K - $604K
|
61.7K
$5.5M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12.2K+ 166.2% |
$922K - $1.04M
|
19.6K
$1.75M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-21- 0.59% |
$1.58K - $1.78K
|
3.55K
$316K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-411- 1.87% |
$31K - $34.8K
|
21.6K
$1.92M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.6K+ 42.17% |
$1.18M - $1.3M
|
52.4K
$4.67M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-24- 0.55% |
$1.82K - $2K
|
4.35K
$387K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.97KNew |
$149K - $165K
|
1.97K
$176K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
325New |
$24.6K - $27.1K
|
325
$28.9K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$114K - $126K
|
1.5K
$134K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.58KNew |
$271K - $299K
|
3.58K
$318K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
6.23KNew |
$472K - $520K
|
6.23K
$555K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-558- 1.5% |
$42.2K - $46.6K
|
36.7K
$3.27M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
164New |
$12.4K - $13.7K
|
164
$14.6K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16+ 0.43% |
$1.21K - $1.34K
|
3.74K
$333K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
200New |
$15.1K - $16.7K
|
200
$17.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.6K- 13.68% |
$272K - $300K
|
22.7K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12K- 30.7% |
$909K - $1M
|
27.1K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
624+ 116.85% |
$47.2K - $52.1K
|
1.16K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.33KNew |
$403K - $444K
|
5.33K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.72KNew |
$130K - $143K
|
1.72K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
27.8KNew |
$2.11M - $2.32M
|
27.8K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-20- 2.44% |
$1.51K - $1.67K
|
801
$71.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.5KNew |
$340K - $376K
|
4.5K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
482+ 1.29% |
$36.5K - $40.2K
|
37.7K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.48K+ 10.32% |
$112K - $124K
|
15.8K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
66+ 30.56% |
$4.99K - $5.51K
|
282
$25.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
469New |
$35.5K - $39.1K
|
469
$41.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$325K - $359K
|
4.3K
$383K
|
|