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 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-87- 7.35% |
$6.71K - $7.18K
|
1.1K
$85K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-22Closed |
$1.7K - $1.81K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.78KNew |
$291K - $312K
|
3.78K
$293K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-335Closed |
$25.8K - $27.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.63KClosed |
$125K - $134K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-25Closed |
$1.92K - $2.06K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.21KClosed |
$246K - $264K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
734+ 299.59% |
$56.4K - $60.3K
|
979
$75.9K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-587Closed |
$45.1K - $48.3K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-181Closed |
$13.9K - $14.9K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-17.1KClosed |
$1.31M - $1.41M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-662Closed |
$50.9K - $54.4K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-8.25KClosed |
$634K - $678K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-72Closed |
$5.53K - $5.92K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.64KClosed |
$203K - $217K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
54New |
$3.91K - $4.15K
|
54
$4.19K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.38KClosed |
$99.7K - $106K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-92Closed |
$6.66K - $7.07K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-45Closed |
$3.26K - $3.46K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-80K- 51.95% |
$5.79M - $6.15M
|
74K
$5.74M
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8.67KClosed |
$627K - $666K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-24Closed |
$1.74K - $1.84K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Chicago Capital, LLC
|
BUY
|
- |
5.87KNew |
$424K - $451K
|
5.87K
$455K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-51Closed |
$3.12K - $3.76K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-549Closed |
$33.6K - $40.4K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.5KNew |
$275K - $331K
|
4.5K
$349K
|
|
|
Jan 25, 2021
Q4 2020
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-5.88KClosed |
$359K - $433K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
7.58KNew |
$463K - $558K
|
7.58K
$587K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.8KClosed |
$110K - $119K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.33KClosed |
$508K - $549K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-93Closed |
$5.67K - $6.13K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-931Closed |
$56.7K - $61.3K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-51.4KClosed |
$3.13M - $3.38M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-623- 29.35% |
$38K - $41K
|
1.5K
$116K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-269Closed |
$16.4K - $17.7K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-5.43KClosed |
$331K - $357K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-84Closed |
$5.12K - $5.53K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.86KClosed |
$235K - $254K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
28.9KNew |
$1.46M - $1.86M
|
28.9K
$2.24M
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-563Closed |
$28.5K - $36.2K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.99KClosed |
$505K - $641K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-7.48KClosed |
$345K - $521K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-168- 19.98% |
$7.75K - $11.7K
|
673
$52.2K
|
|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-50Closed |
$2.31K - $3.48K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-31.2KClosed |
$1.44M - $2.17M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2.96KClosed |
$136K - $206K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.9KClosed |
$180K - $272K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.49KClosed |
$300K - $452K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-845Closed |
$39K - $58.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-150Closed |
$9.03K - $9.79K
|
0
$0
|
|