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 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
568New |
$43K - $47.4K
|
568
$52.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
19+ 0.37% |
$1.44K - $1.59K
|
5.22K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$232K - $256K
|
3.06K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
32New |
$2.42K - $2.67K
|
32
$2.96K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.08K+ 5.64% |
$233K - $257K
|
57.7K
$5.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.39% |
$454 - $501
|
438
$40.5K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$756 - $849
|
10
$925
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
377New |
$28.5K - $32K
|
377
$34.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
160New |
$12.1K - $13.6K
|
160
$14.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.05K+ 7.47% |
$79K - $88.7K
|
15K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 2.14% |
$4.92K - $5.52K
|
3.11K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.56KNew |
$269K - $302K
|
3.56K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-400- 1.73% |
$30.3K - $34K
|
22.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$183K - $205K
|
2.42K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
34New |
$2.57K - $2.89K
|
34
$3.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.4KNew |
$333K - $374K
|
4.4K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 38.52% |
$149K - $167K
|
3.14K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-925- 12.9% |
$70K - $78.5K
|
6.25K
$578K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$983 - $1.1K
|
13
$1.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
124+ 3.65% |
$9.38K - $10.5K
|
3.52K
$326K
|
|
|
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
$341K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$75.6 - $84.9
|
1
$92.5
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
57New |
$4.31K - $4.84K
|
57
$5.27K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$756 - $849
|
6.63K
$614K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
63+ 0.82% |
$4.76K - $5.35K
|
7.71K
$713K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
193+ 5.69% |
$14.6K - $16.4K
|
3.58K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24+ 10.3% |
$1.82K - $2.04K
|
257
$23.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
300+ 9.68% |
$22.7K - $25.5K
|
3.4K
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.22KNew |
$395K - $443K
|
5.22K
$483K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-159- 4.15% |
$12K - $13.5K
|
3.68K
$340K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-675- 14.11% |
$51.1K - $57.3K
|
4.11K
$380K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-788- 2.53% |
$59.6K - $66.9K
|
30.4K
$2.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.88K+ 8.14% |
$596K - $669K
|
105K
$9.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$191K - $215K
|
2.53K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-150- 5.18% |
$11.3K - $12.7K
|
2.75K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
236+ 9.15% |
$17.8K - $20K
|
2.81K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.29K+ 16.09% |
$97.4K - $109K
|
9.29K
$860K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-35- 0.38% |
$2.65K - $2.97K
|
9.07K
$839K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-842- 2.94% |
$63.7K - $71.5K
|
27.8K
$2.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.05K- 16.15% |
$79.4K - $89.1K
|
5.45K
$504K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
500+ 1.59% |
$37.8K - $42.4K
|
32K
$2.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
41+ 1.59% |
$3.1K - $3.48K
|
2.62K
$242K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-2.23K- 5.32% |
$170K - $184K
|
39.7K
$3.67M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-115- 0.5% |
$8.77K - $9.47K
|
23K
$2.13M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
692New |
$52.7K - $57K
|
692
$64K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-337- 15.2% |
$25.7K - $27.8K
|
1.88K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
9.87KNew |
$752K - $813K
|
9.87K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 8.33% |
$2.29K - $2.47K
|
330
$30.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
600New |
$45.7K - $49.4K
|
600
$55.5K
|
|