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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.7K+ 3.02% |
$1.22M - $1.5M
|
568K
$52.6M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
561K+ 17.01% |
$40.9M - $50.6M
|
3.86M
$357M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40.6K+ 3.3% |
$2.97M - $3.66M
|
1.27M
$117M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.53KNew |
$185K - $228K
|
2.53K
$234K
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-334- 4.83% |
$24.4K - $30.1K
|
6.58K
$609K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 9.3% |
$2.8M - $3.46M
|
451K
$41.7M
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
164+ 1.64% |
$12K - $14.8K
|
10.2K
$941K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 4.06% |
$775K - $957K
|
272K
$25.1M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.37K+ 2.1% |
$99.7K - $123K
|
66.4K
$6.14M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
177K+ 1278.61% |
$12.9M - $16M
|
191K
$17.7M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.85KNew |
$208K - $257K
|
2.85K
$264K
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.93KNew |
$433K - $535K
|
5.93K
$549K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-444K- 85.49% |
$32.4M - $40.1M
|
75.4K
$6.98M
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-47- 0.52% |
$3.43K - $4.24K
|
8.91K
$824K
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
754+ 1.87% |
$55.1K - $68K
|
41.1K
$3.8M
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$912K - $1.13M
|
12.5K
$1.16M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.98K+ 54.42% |
$145K - $179K
|
5.62K
$520K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.29K+ 2.62% |
$532K - $658K
|
286K
$26.4M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.9K+ 32.84% |
$3.79M - $4.69M
|
210K
$19.4M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.39K- 3.53% |
$101K - $125K
|
37.9K
$3.51M
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
690+ 1.83% |
$50.4K - $62.3K
|
38.4K
$3.56M
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13+ 0.29% |
$949 - $1.17K
|
4.54K
$420K
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.37KNew |
$173K - $214K
|
2.37K
$219K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-805- 3.36% |
$58.8K - $72.6K
|
23.1K
$2.14M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.7K- 13.34% |
$1.59M - $1.96M
|
141K
$13.1M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-42.7K- 25.68% |
$3.12M - $3.85M
|
124K
$11.4M
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-178- 13.6% |
$13K - $16.1K
|
1.13K
$105K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.5K+ 3.27% |
$2.59M - $3.2M
|
1.12M
$104M
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
620+ 43.12% |
$45.3K - $55.9K
|
2.06K
$190K
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
416New |
$30.4K - $37.5K
|
416
$38.5K
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.59KNew |
$189K - $234K
|
2.59K
$240K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.55K+ 22.51% |
$186K - $230K
|
13.9K
$1.29M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
206+ 6.8% |
$15K - $18.6K
|
3.23K
$299K
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
126+ 1.89% |
$9.2K - $11.4K
|
6.8K
$629K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 10.77% |
$1.17M - $1.45M
|
165K
$15.3M
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.93K+ 3.27% |
$141K - $174K
|
61.1K
$5.66M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
978+ 4.39% |
$71.4K - $88.2K
|
23.3K
$2.15M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
125+ 0.16% |
$9.13K - $11.3K
|
78.8K
$7.29M
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.01K- 0.38% |
$147K - $182K
|
530K
$49.1M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.42K+ 9.23% |
$395K - $489K
|
64.1K
$5.93M
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
8+ 0.22% |
$584 - $722
|
3.57K
$330K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-222- 14.47% |
$16.2K - $20K
|
1.31K
$121K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
185+ 6.02% |
$13.5K - $16.7K
|
3.26K
$302K
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
89+ 1.74% |
$6.5K - $8.03K
|
5.21K
$482K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 7.17% |
$389K - $481K
|
69K
$6.38M
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
59.5K+ 4.08% |
$4.34M - $5.37M
|
1.52M
$140M
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.53K+ 21.01% |
$185K - $228K
|
14.6K
$1.35M
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
618New |
$45.1K - $55.8K
|
618
$57.2K
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-262- 4.02% |
$19.1K - $23.6K
|
6.26K
$579K
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
230+ 1.39% |
$16.8K - $20.8K
|
16.8K
$1.56M
|