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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11+ 3.05% |
$832 - $918
|
372
$33.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.2K+ 12.01% |
$242K - $267K
|
29.9K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.37KNew |
$255K - $281K
|
3.37K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$75.7 - $83.5
|
1
$89
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.41% |
$303 - $334
|
287
$25.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
906+ 2.11% |
$68.5K - $75.6K
|
43.9K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.22% |
$681 - $751
|
4.04K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-644- 16.22% |
$48.7K - $53.8K
|
3.33K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.1% |
$227 - $250
|
2.87K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.83KNew |
$138K - $153K
|
1.83K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
500New |
$37.8K - $41.7K
|
500
$44.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
568New |
$43K - $47.4K
|
568
$50.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 9.65% |
$2.27K - $2.5K
|
341
$30.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
84+ 1.33% |
$6.35K - $7.01K
|
6.4K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
19+ 0.37% |
$1.44K - $1.59K
|
5.22K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
61+ 2.27% |
$4.61K - $5.09K
|
2.75K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$232K - $256K
|
3.06K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
25+ 0.74% |
$1.89K - $2.09K
|
3.39K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
32New |
$2.42K - $2.67K
|
32
$2.85K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
93New |
$7.04K - $7.76K
|
93
$8.28K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.08K+ 5.64% |
$233K - $257K
|
57.7K
$5.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.39% |
$454 - $501
|
438
$39K
|
|
| Q3 2024 | |||||||
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.83K+ 823.12% |
$743K - $834K
|
11K
$981K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$756 - $849
|
10
$890
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$205K - $230K
|
2.7K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
377New |
$28.5K - $32K
|
377
$33.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
160New |
$12.1K - $13.6K
|
160
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.05K+ 7.47% |
$79K - $88.7K
|
15K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 2.14% |
$4.92K - $5.52K
|
3.11K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.56KNew |
$269K - $302K
|
3.56K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.8K- 84.89% |
$1.35M - $1.51M
|
3.17K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-400- 1.73% |
$30.3K - $34K
|
22.8K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$183K - $205K
|
2.42K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
34New |
$2.57K - $2.89K
|
34
$3.03K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.4KNew |
$333K - $374K
|
4.4K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.78% |
$6.35K - $7.13K
|
10.6K
$945K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 38.52% |
$149K - $167K
|
3.14K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-925- 12.9% |
$70K - $78.5K
|
6.25K
$556K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$983 - $1.1K
|
13
$1.16K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
124+ 3.65% |
$9.38K - $10.5K
|
3.52K
$314K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.1KClosed |
$386K - $433K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
58+ 1.6% |
$4.39K - $4.92K
|
3.69K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$75.6 - $84.9
|
1
$89
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
57New |
$4.31K - $4.84K
|
57
$5.08K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$756 - $849
|
6.63K
$590K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
63+ 0.82% |
$4.76K - $5.35K
|
7.71K
$686K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-4K- 62.17% |
$303K - $340K
|
2.43K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
193+ 5.69% |
$14.6K - $16.4K
|
3.58K
$319K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24+ 10.3% |
$1.82K - $2.04K
|
257
$22.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
300+ 9.68% |
$22.7K - $25.5K
|
3.4K
$303K
|
|