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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
354+ 97.25% |
$27K - $29.2K
|
718
$63.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.35K- 41.8% |
$103K - $111K
|
1.87K
$167K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.05KNew |
$309K - $334K
|
4.05K
$361K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-97- 49.49% |
$7.39K - $7.99K
|
99
$8.81K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-17- 94.44% |
$1.3K - $1.4K
|
1
$89
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
818+ 21.82% |
$62.3K - $67.4K
|
4.57K
$407K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.39K- 70.37% |
$487K - $526K
|
2.69K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
105New |
$8K - $8.65K
|
105
$9.35K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
73New |
$5.56K - $6.01K
|
73
$6.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-46- 1.81% |
$3.51K - $3.79K
|
2.49K
$222K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
183New |
$13.9K - $15.1K
|
183
$16.3K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
140+ 3.58% |
$10.3K - $11.2K
|
4.05K
$361K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-687- 8.06% |
$50.4K - $55.1K
|
7.84K
$698K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.97KNew |
$291K - $318K
|
3.97K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
75New |
$5.5K - $6.01K
|
75
$6.68K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-159K- 43.36% |
$11.7M - $12.8M
|
208K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-408- 12.04% |
$29.9K - $32.7K
|
2.98K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.54KNew |
$187K - $204K
|
2.54K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8K+ 528.82% |
$587K - $642K
|
9.51K
$847K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
92+ 23.0% |
$6.75K - $7.38K
|
492
$43.8K
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-17K- 57.7% |
$1.25M - $1.36M
|
12.5K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.55K- 16.39% |
$554K - $606K
|
38.5K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.75K+ 197.23% |
$569K - $621K
|
11.7K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
967New |
$71K - $77.5K
|
967
$86.1K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-81- 32.14% |
$5.94K - $6.49K
|
171
$15.2K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-315- 8.76% |
$23.1K - $25.3K
|
3.28K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-596- 14.74% |
$43.7K - $47.8K
|
3.45K
$307K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 1.92% |
$367 - $401
|
266
$23.7K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.71KNew |
$199K - $217K
|
2.71K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.79KNew |
$278K - $304K
|
3.79K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-15- 0.35% |
$1.1K - $1.2K
|
4.23K
$377K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-9.76K- 77.46% |
$716K - $782K
|
2.84K
$253K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
41+ 1.14% |
$3.01K - $3.29K
|
3.64K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.59KNew |
$190K - $207K
|
2.59K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.77KNew |
$276K - $302K
|
3.77K
$335K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.49K- 8.18% |
$109K - $119K
|
16.7K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.04K- 16.78% |
$76.5K - $83.5K
|
5.17K
$460K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-270- 8.81% |
$19.8K - $21.6K
|
2.8K
$249K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
292New |
$21.4K - $23.4K
|
292
$26K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
40+ 1.37% |
$2.94K - $3.21K
|
2.96K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-393- 12.92% |
$28.8K - $31.5K
|
2.65K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
51New |
$3.74K - $4.09K
|
51
$4.54K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
19+ 14.96% |
$1.39K - $1.52K
|
146
$13K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
46.9KNew |
$3.45M - $3.76M
|
46.9K
$4.18M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 12.5% |
$3.67K - $4.01K
|
350
$31.2K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-114- 95.0% |
$7.51K - $8.63K
|
6
$534
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.21KNew |
$79.7K - $91.5K
|
1.21K
$108K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
403New |
$26.6K - $30.5K
|
403
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
44New |
$2.9K - $3.33K
|
44
$3.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
148New |
$9.75K - $11.2K
|
148
$13.2K
|
|