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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
222New |
$16.8K - $18.5K
|
222
$20.5K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-180Closed |
$13.6K - $15K
|
0
$0
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.97KNew |
$149K - $165K
|
1.97K
$183K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
325New |
$24.6K - $27.1K
|
325
$30.1K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$114K - $126K
|
1.5K
$139K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.58KNew |
$271K - $299K
|
3.58K
$331K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-558- 1.5% |
$42.2K - $46.6K
|
36.7K
$3.39M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
164New |
$12.4K - $13.7K
|
164
$15.2K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16+ 0.43% |
$1.21K - $1.34K
|
3.74K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12K- 30.7% |
$909K - $1M
|
27.1K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
624+ 116.85% |
$47.2K - $52.1K
|
1.16K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.72KNew |
$130K - $143K
|
1.72K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.48K+ 10.32% |
$112K - $124K
|
15.8K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$325K - $359K
|
4.3K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.53K- 35.33% |
$191K - $211K
|
4.63K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
60New |
$4.54K - $5.01K
|
60
$5.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3- 3.23% |
$227 - $250
|
90
$8.33K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
4.17KNew |
$315K - $348K
|
4.17K
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
891+ 27.84% |
$67.4K - $74.4K
|
4.09K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-38K- 54.46% |
$2.87M - $3.17M
|
31.7K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 9.7% |
$983 - $1.09K
|
147
$13.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
929New |
$70.3K - $77.5K
|
929
$86K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.23% |
$75.7 - $83.5
|
438
$40.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
72+ 9.34% |
$5.45K - $6.01K
|
843
$78K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
627New |
$47.4K - $52.3K
|
627
$58K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.19KNew |
$241K - $266K
|
3.19K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
88.1KNew |
$6.67M - $7.35M
|
88.1K
$8.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
24+ 5.74% |
$1.82K - $2K
|
442
$40.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-100- 1.36% |
$7.57K - $8.35K
|
7.28K
$674K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
1.65K+ 368.83% |
$124K - $137K
|
2.09K
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.49KNew |
$642K - $708K
|
8.49K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
156+ 3.68% |
$11.8K - $13K
|
4.39K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
648+ 4.12% |
$49K - $54.1K
|
16.4K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.98K- 1.35% |
$226K - $249K
|
219K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-15- 0.39% |
$1.13K - $1.25K
|
3.88K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
43+ 1.02% |
$3.25K - $3.59K
|
4.27K
$395K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
682New |
$51.6K - $56.9K
|
682
$63.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
172New |
$13K - $14.4K
|
172
$15.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-680- 10.04% |
$51.4K - $56.8K
|
6.09K
$564K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-303- 2.92% |
$22.9K - $25.3K
|
10.1K
$933K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-634- 73.81% |
$48K - $52.9K
|
225
$20.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
34+ 0.91% |
$2.57K - $2.84K
|
3.76K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
137New |
$10.4K - $11.4K
|
137
$12.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11+ 3.05% |
$832 - $918
|
372
$34.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.37KNew |
$255K - $281K
|
3.37K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$75.7 - $83.5
|
1
$92.5
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-644- 16.22% |
$48.7K - $53.8K
|
3.33K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.1% |
$227 - $250
|
2.87K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.83KNew |
$138K - $153K
|
1.83K
$169K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
500New |
$37.8K - $41.7K
|
500
$46.3K
|