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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.98KNew |
$375K - $422K
|
4.98K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
744New |
$56K - $63.1K
|
744
$68.8K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28New |
$2.11K - $2.37K
|
28
$2.59K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-9.26K- 77.07% |
$698K - $785K
|
2.76K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
130+ 10.56% |
$9.79K - $11K
|
1.36K
$126K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-378- 10.72% |
$28.5K - $32K
|
3.15K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-104- 2.59% |
$7.83K - $8.82K
|
3.91K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
277+ 3.15% |
$20.9K - $23.5K
|
9.07K
$839K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$151 - $170
|
2.91K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
2.47KNew |
$186K - $210K
|
2.47K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.68KNew |
$202K - $228K
|
2.68K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.28K- 22.89% |
$172K - $193K
|
7.69K
$711K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-37- 1.67% |
$2.79K - $3.14K
|
2.18K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
88+ 1.97% |
$6.63K - $7.46K
|
4.55K
$421K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
5.73K+ 165.63% |
$432K - $486K
|
9.2K
$851K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-963- 54.81% |
$72.5K - $81.6K
|
794
$73.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
17.3K+ 5.0% |
$1.31M - $1.47M
|
364K
$33.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
19.3K+ 156.32% |
$1.46M - $1.64M
|
31.7K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-337- 3.33% |
$25.4K - $28.6K
|
9.79K
$906K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-828- 23.63% |
$62.4K - $70.2K
|
2.68K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-362- 12.12% |
$27.3K - $30.7K
|
2.63K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 0.2% |
$979 - $1.1K
|
6.61K
$611K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-254- 18.9% |
$19.1K - $21.5K
|
1.09K
$101K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-839- 10.54% |
$63.2K - $71.1K
|
7.12K
$659K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
143+ 5.54% |
$10.8K - $12.1K
|
2.72K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-297- 14.8% |
$22.4K - $25.2K
|
1.71K
$158K
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-803- 14.89% |
$60.5K - $68.1K
|
4.59K
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 1.04% |
$377 - $424
|
475
$43.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-10.2KClosed |
$765K - $861K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-405- 3.44% |
$30.5K - $34.3K
|
11.4K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4+ 0.73% |
$301 - $339
|
549
$50.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-260- 6.1% |
$19.6K - $22K
|
4K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
12+ 0.23% |
$904 - $1.02K
|
5.16K
$478K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-370- 1.17% |
$27.9K - $31.4K
|
31.1K
$2.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.99KNew |
$301K - $338K
|
3.99K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-256- 22.98% |
$19.3K - $21.7K
|
858
$79.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.55KNew |
$192K - $216K
|
2.55K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
155New |
$11.7K - $13.1K
|
155
$14.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.58KNew |
$194K - $218K
|
2.58K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
6.23KNew |
$469K - $528K
|
6.23K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-138- 2.98% |
$10.4K - $11.7K
|
4.5K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-614- 4.32% |
$46.2K - $52K
|
13.6K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-11- 1.95% |
$829 - $932
|
553
$51.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.37% |
$1.13K - $1.27K
|
4.09K
$379K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.47KNew |
$186K - $210K
|
2.47K
$229K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-21- 0.59% |
$1.58K - $1.78K
|
3.55K
$328K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
227+ 2.01% |
$17.2K - $18.9K
|
11.5K
$1.06M
|
|
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
4KNew |
$303K - $334K
|
4K
$370K
|
|
|
Aug 15, 2025
Q4 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-121- 69.94% |
$9.15K - $10.1K
|
52
$4.81K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-102- 1.89% |
$7.72K - $8.51K
|
5.31K
$491K
|
|