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 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
167New |
$9.31K - $11.2K
|
167
$12.9K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-405- 1.52% |
$22.6K - $27.2K
|
26.3K
$2.04M
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
300New |
$16.7K - $20.2K
|
300
$23.3K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.65KNew |
$371K - $447K
|
6.65K
$516K
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
19+ 0.46% |
$1.06K - $1.28K
|
4.17K
$324K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.3KNew |
$1.69M - $2.03M
|
30.3K
$2.35M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
307New |
$17.1K - $20.6K
|
307
$23.8K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-8.37K- 83.17% |
$467K - $563K
|
1.7K
$131K
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-767- 91.86% |
$42.8K - $51.5K
|
68
$5.27K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102New |
$5.69K - $6.85K
|
102
$7.91K
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
263+ 2.36% |
$14.7K - $17.7K
|
11.4K
$885K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33KClosed |
$241K - $291K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.53K+ 0.85% |
$141K - $170K
|
300K
$23.3M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-455- 2.98% |
$25.4K - $30.6K
|
14.8K
$1.15M
|
|
Q2 2022 | |||||||
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17- 0.46% |
$1.05K - $1.27K
|
3.7K
$287K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$1.17K - $1.42K
|
19
$1.47K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.37KClosed |
$269K - $326K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
424+ 7.2% |
$26.1K - $31.7K
|
6.31K
$489K
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
236+ 7.56% |
$14.5K - $17.6K
|
3.36K
$260K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
597+ 6.53% |
$36.8K - $44.6K
|
9.74K
$755K
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
1+ 6.25% |
$61.6 - $74.7
|
17
$1.32K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
249New |
$15.3K - $18.6K
|
249
$19.3K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
223New |
$13.7K - $16.7K
|
223
$17.3K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.48K - $1.79K
|
24
$1.86K
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.2KClosed |
$444K - $538K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
246+ 0.93% |
$15.2K - $18.4K
|
26.7K
$2.07M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
288New |
$17.8K - $21.5K
|
288
$22.3K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.65KClosed |
$472K - $571K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 2.23% |
$1.23K - $1.49K
|
917
$71.1K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-780Closed |
$48.1K - $58.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.31KClosed |
$204K - $247K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
557New |
$34.3K - $41.6K
|
557
$43.2K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$308 - $373
|
5
$388
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.25KClosed |
$262K - $317K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.62K+ 18.42% |
$161K - $195K
|
16.8K
$1.3M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
882+ 136.53% |
$54.4K - $65.9K
|
1.53K
$118K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$123 - $149
|
2
$155
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.78KNew |
$110K - $133K
|
1.78K
$138K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-7.26K- 93.11% |
$447K - $542K
|
537
$41.6K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
446New |
$27.5K - $33.3K
|
446
$34.6K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
67New |
$4.13K - $5K
|
67
$5.19K
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.37K- 14.51% |
$84.6K - $102K
|
8.08K
$627K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$108K - $131K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.91KClosed |
$179K - $217K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
236New |
$14.5K - $17.6K
|
236
$18.3K
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.89KClosed |
$178K - $216K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-3.08KClosed |
$190K - $230K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
3.69K+ 89.46% |
$227K - $275K
|
7.8K
$605K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$69.2K - $83.8K
|
1.12K
$87K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-170- 87.18% |
$10.5K - $12.7K
|
25
$1.94K
|