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 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.11K- 1.8% |
$385K - $433K
|
278K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-677- 21.69% |
$51K - $57.4K
|
2.44K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-144- 3.07% |
$10.8K - $12.2K
|
4.55K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-100- 1.12% |
$7.53K - $8.48K
|
8.81K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-105K- 11.49% |
$7.87M - $8.86M
|
805K
$71.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-793- 6.53% |
$59.7K - $67.2K
|
11.3K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 13.79% |
$301K - $339K
|
33K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-60- 0.91% |
$4.52K - $5.09K
|
6.56K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-547- 3.85% |
$41.2K - $46.4K
|
13.7K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-16K- 6.62% |
$1.2M - $1.36M
|
225K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.7K+ 39.39% |
$1.26M - $1.42M
|
59.2K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.31K- 9.88% |
$325K - $366K
|
39.3K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
177+ 4.89% |
$13.3K - $15K
|
3.8K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.08KNew |
$232K - $261K
|
3.08K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
965+ 10.67% |
$72.7K - $81.8K
|
10K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-716K- 35.69% |
$54M - $60.7M
|
1.29M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
143+ 8.86% |
$10.8K - $12.1K
|
1.76K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.91K- 21.66% |
$219K - $247K
|
10.5K
$938K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
13.4KNew |
$1.01M - $1.14M
|
13.4K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.28K- 0.39% |
$96.1K - $108K
|
325K
$28.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.67K- 22.98% |
$201K - $226K
|
8.95K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-181- 5.51% |
$13.6K - $15.3K
|
3.11K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-127- 17.4% |
$9.57K - $10.8K
|
603
$53.7K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-264- 0.36% |
$19.9K - $22.4K
|
73.9K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.6K+ 6.66% |
$5.09M - $5.73M
|
1.08M
$96.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.1K- 79.75% |
$2.12M - $2.38M
|
7.14K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.14KNew |
$462K - $520K
|
6.14K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
663+ 1035.94% |
$49.9K - $56.2K
|
727
$64.7K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-6.5K- 70.8% |
$490K - $551K
|
2.68K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
115+ 3.4% |
$8.66K - $9.75K
|
3.5K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-459- 11.03% |
$34.6K - $38.9K
|
3.7K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-14.7K- 12.15% |
$1.11M - $1.24M
|
106K
$9.46M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.01K- 32.46% |
$302K - $340K
|
8.35K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.59K- 10.79% |
$120K - $135K
|
13.1K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-5.93K- 2.12% |
$447K - $503K
|
274K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2KNew |
$241K - $271K
|
3.2K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
374+ 10.29% |
$28.2K - $31.7K
|
4.01K
$357K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-43- 0.83% |
$3.24K - $3.65K
|
5.13K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.75K+ 9.36% |
$132K - $148K
|
20.4K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.56K+ 1.56% |
$268K - $302K
|
232K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7.27K- 70.48% |
$547K - $616K
|
3.04K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-699Closed |
$52.6K - $59.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.98K+ 1.33% |
$526K - $592K
|
532K
$47.4M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-34- 0.83% |
$2.56K - $2.88K
|
4.08K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.87K+ 13.64% |
$216K - $244K
|
23.9K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
69New |
$5.2K - $5.85K
|
69
$6.14K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-218- 14.28% |
$16.4K - $18.5K
|
1.31K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.3K- 5.28% |
$1.38M - $1.55M
|
328K
$29.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
506+ 4.4% |
$38.1K - $42.9K
|
12K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.34K- 3.3% |
$101K - $113K
|
39.1K
$3.48M
|