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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.22KNew |
$395K - $443K
|
5.22K
$465K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 2.25% |
$7.26K - $8.15K
|
4.17K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-159- 4.15% |
$12K - $13.5K
|
3.68K
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.75KNew |
$208K - $233K
|
2.75K
$245K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-675- 14.11% |
$51.1K - $57.3K
|
4.11K
$366K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-788- 2.53% |
$59.6K - $66.9K
|
30.4K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.88K+ 8.14% |
$596K - $669K
|
105K
$9.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-69- 2.2% |
$5.22K - $5.86K
|
3.07K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$191K - $215K
|
2.53K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-667- 53.27% |
$50.4K - $56.6K
|
585
$52.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-150- 5.18% |
$11.3K - $12.7K
|
2.75K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
236+ 9.15% |
$17.8K - $20K
|
2.81K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.29K+ 16.09% |
$97.4K - $109K
|
9.29K
$827K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-35- 0.38% |
$2.65K - $2.97K
|
9.07K
$807K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-842- 2.94% |
$63.7K - $71.5K
|
27.8K
$2.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.05K- 16.15% |
$79.4K - $89.1K
|
5.45K
$485K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
500+ 1.59% |
$37.8K - $42.4K
|
32K
$2.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-407- 32.38% |
$30.8K - $34.6K
|
850
$75.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
41+ 1.59% |
$3.1K - $3.48K
|
2.62K
$233K
|
|
| Q2 2024 | |||||||
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-115- 0.5% |
$8.77K - $9.47K
|
23K
$2.05M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
692New |
$52.7K - $57K
|
692
$61.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-337- 15.2% |
$25.7K - $27.8K
|
1.88K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
9.87KNew |
$752K - $813K
|
9.87K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 8.33% |
$2.29K - $2.47K
|
330
$29.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
600New |
$45.7K - $49.4K
|
600
$53.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
618+ 14.93% |
$47.1K - $50.9K
|
4.76K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
410+ 12.49% |
$31.3K - $33.8K
|
3.69K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.1K+ 1.25% |
$1.15M - $1.24M
|
1.22M
$109M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
33.2K+ 159.94% |
$2.53M - $2.74M
|
54K
$4.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.69K+ 19.44% |
$129K - $139K
|
10.4K
$925K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 96.77% |
$2.29K - $2.47K
|
1
$89
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-16.8K- 49.85% |
$1.28M - $1.39M
|
16.9K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
61+ 12.06% |
$4.65K - $5.02K
|
567
$50.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
8+ 0.05% |
$610 - $659
|
17.6K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360- 20.33% |
$27.4K - $29.6K
|
1.41K
$126K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34- 4.02% |
$2.59K - $2.8K
|
811
$72.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.83K+ 44.82% |
$139K - $150K
|
5.9K
$525K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3New |
$229 - $247
|
3
$267
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.62KNew |
$429K - $463K
|
5.62K
$501K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
115New |
$8.77K - $9.47K
|
115
$10.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25+ 1.89% |
$1.91K - $2.06K
|
1.35K
$120K
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-865- 9.67% |
$65.9K - $71.2K
|
8.08K
$719K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
365+ 47.28% |
$27.8K - $30.1K
|
1.14K
$101K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16New |
$1.22K - $1.32K
|
16
$1.42K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-11.2K- 8.97% |
$851K - $919K
|
113K
$10.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-745- 3.64% |
$56.8K - $61.4K
|
19.7K
$1.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 19.67% |
$2.74K - $2.96K
|
219
$19.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
156New |
$11.9K - $12.8K
|
156
$13.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-30- 36.14% |
$2.29K - $2.47K
|
53
$4.72K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 3.03% |
$152 - $165
|
68
$6.05K
|
|