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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-365- 55.3% |
$24.2K - $26.4K
|
295
$22.9K
|
|
| Q4 2022 | |||||||
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
122New |
$6.81K - $8.29K
|
122
$9.46K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
390New |
$21.8K - $26.5K
|
390
$30.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
479New |
$26.7K - $32.6K
|
479
$37.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
96K+ 134.65% |
$5.36M - $6.53M
|
167K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6- 0.61% |
$335 - $408
|
982
$76.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-350- 9.72% |
$19.5K - $23.8K
|
3.25K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
54New |
$3.01K - $3.67K
|
54
$4.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.65KNew |
$92.2K - $112K
|
1.65K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
135K+ 2.2% |
$7.56M - $9.2M
|
6.28M
$487M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.67K+ 18.99% |
$93K - $113K
|
10.4K
$809K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.38KNew |
$189K - $230K
|
3.38K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.48KNew |
$82.6K - $101K
|
1.48K
$115K
|
|
|
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
BUY
|
- |
673KNew |
$37.6M - $45.7M
|
673K
$52.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.09KNew |
$228K - $278K
|
4.09K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.86KNew |
$104K - $126K
|
1.86K
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
27.4KNew |
$1.53M - $1.86M
|
27.4K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.29KNew |
$519K - $632K
|
9.29K
$720K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-20K- 46.51% |
$1.12M - $1.36M
|
23K
$1.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
8.89KNew |
$496K - $604K
|
8.89K
$689K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-620- 15.05% |
$34.6K - $42.1K
|
3.5K
$271K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-24.8K- 83.39% |
$1.38M - $1.68M
|
4.94K
$383K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-308- 2.86% |
$17.2K - $20.9K
|
10.5K
$811K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 6.98% |
$167 - $204
|
46
$3.57K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
3.23KNew |
$180K - $220K
|
3.23K
$251K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.17KNew |
$289K - $351K
|
5.17K
$401K
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
625+ 5.42% |
$34.9K - $42.5K
|
12.2K
$942K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
12+ 400.0% |
$670 - $816
|
15
$1.16K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6New |
$335 - $408
|
6
$465
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
5.92KNew |
$331K - $402K
|
5.92K
$459K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-535- 3.0% |
$29.9K - $36.4K
|
17.3K
$1.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.97K- 40.01% |
$333K - $405K
|
8.94K
$693K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-76Closed |
$4.24K - $5.16K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
405+ 4.39% |
$22.6K - $27.5K
|
9.63K
$747K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
403New |
$22.5K - $27.4K
|
403
$31.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.81KNew |
$268K - $327K
|
4.81K
$373K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-190- 4.17% |
$10.6K - $12.9K
|
4.37K
$339K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27New |
$1.51K - $1.83K
|
27
$2.09K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-2.28K- 27.26% |
$127K - $155K
|
6.07K
$471K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.16KClosed |
$64.6K - $77.8K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-600Closed |
$33.5K - $40.3K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
150New |
$8.36K - $10.1K
|
150
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
711New |
$39.6K - $47.8K
|
711
$55.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.83KNew |
$381K - $459K
|
6.83K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.48% |
$167 - $202
|
630
$48.8K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.56K+ 3.07% |
$198K - $239K
|
119K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.94K- 89.75% |
$220K - $265K
|
450
$34.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24.8K+ 8.58% |
$1.38M - $1.66M
|
313K
$24.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
747+ 5.18% |
$41.6K - $50.2K
|
15.2K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.23K+ 33.37% |
$124K - $150K
|
8.91K
$691K
|
|