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 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
618+ 14.93% |
$47.1K - $50.9K
|
4.76K
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
410+ 12.49% |
$31.3K - $33.8K
|
3.69K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.1K+ 1.25% |
$1.15M - $1.24M
|
1.22M
$113M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
33.2K+ 159.94% |
$2.53M - $2.74M
|
54K
$5M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.69K+ 19.44% |
$129K - $139K
|
10.4K
$961K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 96.77% |
$2.29K - $2.47K
|
1
$92.5
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-16.8K- 49.85% |
$1.28M - $1.39M
|
16.9K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
61+ 12.06% |
$4.65K - $5.02K
|
567
$52.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
8+ 0.05% |
$610 - $659
|
17.6K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360- 20.33% |
$27.4K - $29.6K
|
1.41K
$131K
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.83K+ 44.82% |
$139K - $150K
|
5.9K
$546K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3New |
$229 - $247
|
3
$278
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.62KNew |
$429K - $463K
|
5.62K
$520K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25+ 1.89% |
$1.91K - $2.06K
|
1.35K
$125K
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-865- 9.67% |
$65.9K - $71.2K
|
8.08K
$747K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
365+ 47.28% |
$27.8K - $30.1K
|
1.14K
$105K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16New |
$1.22K - $1.32K
|
16
$1.48K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-11.2K- 8.97% |
$851K - $919K
|
113K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-745- 3.64% |
$56.8K - $61.4K
|
19.7K
$1.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 19.67% |
$2.74K - $2.96K
|
219
$20.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
156New |
$11.9K - $12.8K
|
156
$14.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-30- 36.14% |
$2.29K - $2.47K
|
53
$4.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 3.03% |
$152 - $165
|
68
$6.29K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
354+ 97.25% |
$27K - $29.2K
|
718
$66.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.35K- 41.8% |
$103K - $111K
|
1.87K
$173K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.05KNew |
$309K - $334K
|
4.05K
$375K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-97- 49.49% |
$7.39K - $7.99K
|
99
$9.16K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-17- 94.44% |
$1.3K - $1.4K
|
1
$92.5
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
818+ 21.82% |
$62.3K - $67.4K
|
4.57K
$423K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.39K- 70.37% |
$487K - $526K
|
2.69K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
105New |
$8K - $8.65K
|
105
$9.71K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
73New |
$5.56K - $6.01K
|
73
$6.75K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-46- 1.81% |
$3.51K - $3.79K
|
2.49K
$230K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
140+ 3.58% |
$10.3K - $11.2K
|
4.05K
$375K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-687- 8.06% |
$50.4K - $55.1K
|
7.84K
$725K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.97KNew |
$291K - $318K
|
3.97K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-408- 12.04% |
$29.9K - $32.7K
|
2.98K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.54KNew |
$187K - $204K
|
2.54K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
92+ 23.0% |
$6.75K - $7.38K
|
492
$45.5K
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-17K- 57.7% |
$1.25M - $1.36M
|
12.5K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.55K- 16.39% |
$554K - $606K
|
38.5K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.75K+ 197.23% |
$569K - $621K
|
11.7K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
967New |
$71K - $77.5K
|
967
$89.5K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-81- 32.14% |
$5.94K - $6.49K
|
171
$15.8K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-315- 8.76% |
$23.1K - $25.3K
|
3.28K
$304K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.71KNew |
$199K - $217K
|
2.71K
$251K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.79KNew |
$278K - $304K
|
3.79K
$351K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-15- 0.35% |
$1.1K - $1.2K
|
4.23K
$392K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-9.76K- 77.46% |
$716K - $782K
|
2.84K
$263K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
41+ 1.14% |
$3.01K - $3.29K
|
3.64K
$337K
|
|