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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.77KNew |
$276K - $302K
|
3.77K
$349K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.49K- 8.18% |
$109K - $119K
|
16.7K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.04K- 16.78% |
$76.5K - $83.5K
|
5.17K
$478K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-270- 8.81% |
$19.8K - $21.6K
|
2.8K
$259K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
292New |
$21.4K - $23.4K
|
292
$27K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
40+ 1.37% |
$2.94K - $3.21K
|
2.96K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
51New |
$3.74K - $4.09K
|
51
$4.72K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
19+ 14.96% |
$1.39K - $1.52K
|
146
$13.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
46.9KNew |
$3.45M - $3.76M
|
46.9K
$4.34M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 12.5% |
$3.67K - $4.01K
|
350
$32.4K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-114- 95.0% |
$7.51K - $8.63K
|
6
$555
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.21KNew |
$79.7K - $91.5K
|
1.21K
$112K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
403New |
$26.6K - $30.5K
|
403
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
44New |
$2.9K - $3.33K
|
44
$4.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
148New |
$9.75K - $11.2K
|
148
$13.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.12KNew |
$206K - $236K
|
3.12K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.88KNew |
$387K - $445K
|
5.88K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.32KNew |
$219K - $251K
|
3.32K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$290K - $333K
|
4.4K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
323New |
$21.3K - $24.5K
|
323
$29.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
42+ 1.26% |
$2.77K - $3.18K
|
3.37K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
584+ 3.93% |
$38.5K - $44.2K
|
15.5K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
24.7K+ 28.82% |
$1.62M - $1.87M
|
110K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-54- 51.92% |
$3.56K - $4.09K
|
50
$4.63K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.21K+ 6.94% |
$80K - $91.9K
|
18.7K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
650New |
$42.8K - $49.2K
|
650
$60.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.73K- 98.1% |
$180K - $207K
|
53
$4.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-269- 78.89% |
$17.7K - $20.4K
|
72
$6.66K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
34New |
$2.24K - $2.57K
|
34
$3.15K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-65- 0.4% |
$4.28K - $4.92K
|
16K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
139KNew |
$9.14M - $10.5M
|
139K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 3.61% |
$3.3K - $3.79K
|
1.44K
$133K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.7KNew |
$178K - $204K
|
2.7K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.15K+ 3.06% |
$142K - $163K
|
72.6K
$6.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-185Closed |
$12.2K - $14K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-113- 2.75% |
$7.45K - $8.55K
|
4K
$370K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
155New |
$10.2K - $11.7K
|
155
$14.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
511New |
$33.7K - $38.7K
|
511
$47.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
6.43KNew |
$424K - $487K
|
6.43K
$595K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
219New |
$14.4K - $16.6K
|
219
$20.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.2K- 71.61% |
$674K - $775K
|
4.06K
$375K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-544- 9.79% |
$35.8K - $41.2K
|
5.01K
$464K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
304New |
$20K - $23K
|
304
$28.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.26K- 91.94% |
$82.7K - $95K
|
110
$10.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
455New |
$30K - $34.4K
|
455
$42.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.24K+ 130.74% |
$81.8K - $94K
|
2.19K
$203K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.46K- 27.0% |
$96.4K - $111K
|
3.96K
$366K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
28+ 1.44% |
$1.85K - $2.12K
|
1.97K
$182K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
353+ 8.81% |
$24.3K - $26.4K
|
4.36K
$404K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
45New |
$3.1K - $3.37K
|
45
$4.16K
|
|