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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-179- 4.64% |
$12.3K - $13.4K
|
3.68K
$328K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.35K- 13.13% |
$92.9K - $101K
|
8.93K
$795K
|
|
|
Nov 09, 2023
Q3 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
387+ 4.07% |
$26.7K - $29K
|
9.89K
$881K
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-10.4K- 11.3% |
$716K - $777K
|
81.6K
$7.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10+ 5.75% |
$689 - $748
|
184
$16.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.68K- 28.53% |
$184K - $200K
|
6.7K
$597K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.91K+ 2.59% |
$200K - $218K
|
115K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
15New |
$1.03K - $1.12K
|
15
$1.34K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-50- 39.37% |
$3.44K - $3.74K
|
77
$6.86K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-783- 26.64% |
$53.9K - $58.6K
|
2.16K
$192K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.62KNew |
$318K - $346K
|
4.62K
$412K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.52K- 27.28% |
$311K - $338K
|
12K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.09K- 25.26% |
$74.9K - $81.3K
|
3.22K
$286K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.94KNew |
$271K - $295K
|
3.94K
$351K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-270- 8.36% |
$18.6K - $20.2K
|
2.96K
$263K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
568+ 8.39% |
$39.1K - $42.5K
|
7.34K
$653K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
321New |
$22.1K - $24K
|
321
$28.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-587- 15.82% |
$40.4K - $43.9K
|
3.12K
$278K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 32.79% |
$102K - $110K
|
3.02K
$269K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-129- 14.43% |
$8.88K - $9.65K
|
765
$68.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.26K- 31.69% |
$431K - $469K
|
13.5K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16New |
$1.1K - $1.2K
|
16
$1.42K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-319- 4.39% |
$22K - $23.9K
|
6.95K
$618K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 35.89% |
$114K - $124K
|
2.97K
$264K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
647New |
$44.6K - $48.4K
|
647
$57.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.32KNew |
$366K - $398K
|
5.32K
$474K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 37.01% |
$143K - $155K
|
3.53K
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
733+ 8.85% |
$50.5K - $54.8K
|
9.02K
$803K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.8K- 59.53% |
$412K - $430K
|
3.94K
$351K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-86- 1.71% |
$6.1K - $6.38K
|
4.94K
$440K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.89KNew |
$134K - $140K
|
1.89K
$169K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.22KNew |
$86.8K - $90.7K
|
1.22K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-366- 9.47% |
$26K - $27.2K
|
3.5K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.93KNew |
$208K - $218K
|
2.93K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
45New |
$3.19K - $3.34K
|
45
$4.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-302- 6.23% |
$21.4K - $22.4K
|
4.54K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.35KNew |
$238K - $248K
|
3.35K
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-250- 57.47% |
$17.7K - $18.5K
|
185
$16.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.4K+ 31.57% |
$1.16M - $1.22M
|
68.4K
$6.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-148- 68.84% |
$10.5K - $11K
|
67
$5.97K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
89New |
$6.32K - $6.6K
|
89
$7.92K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-218- 1.4% |
$15.5K - $16.2K
|
15.4K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
635New |
$45.1K - $47.1K
|
635
$56.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-107- 74.83% |
$7.59K - $7.94K
|
36
$3.21K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
8+ 0.18% |
$568 - $594
|
4.37K
$389K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14New |
$994 - $1.04K
|
14
$1.25K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-57.8K- 1.19% |
$4.1M - $4.29M
|
4.79M
$427M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
6+ 0.19% |
$426 - $445
|
3.1K
$276K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
35+ 1.29% |
$2.48K - $2.6K
|
2.76K
$246K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
91+ 1.78% |
$6.46K - $6.75K
|
5.21K
$464K
|
|