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 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
949+ 9.43% |
$71.8K - $80.6K
|
11K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
377New |
$28.5K - $32K
|
377
$29.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.22K+ 8.34% |
$92.1K - $103K
|
15.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
160New |
$12.1K - $13.6K
|
160
$12.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.37K- 6.91% |
$255K - $286K
|
45.5K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.72K- 4.0% |
$205K - $231K
|
65.1K
$5.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
69.7KNew |
$5.27M - $5.92M
|
69.7K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
711+ 8.01% |
$53.8K - $60.4K
|
9.59K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.7K+ 4.56% |
$1.26M - $1.42M
|
382K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33New |
$2.5K - $2.8K
|
33
$2.56K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.63KNew |
$577K - $648K
|
7.63K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-279K- 6.08% |
$21.1M - $23.7M
|
4.31M
$334M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
114K+ 1841.72% |
$8.65M - $9.71M
|
121K
$9.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-64- 0.96% |
$4.84K - $5.43K
|
6.59K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.93K+ 33.4% |
$297K - $333K
|
15.7K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
362+ 3.7% |
$27.4K - $30.7K
|
10.1K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.18K- 8.39% |
$391K - $439K
|
56.5K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.49K+ 0.57% |
$718K - $806K
|
1.66M
$129M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.11KNew |
$235K - $264K
|
3.11K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
450+ 2.45% |
$34K - $38.2K
|
18.8K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
15.4KNew |
$1.17M - $1.31M
|
15.4K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.96K- 1.69% |
$526K - $590K
|
405K
$31.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.05K+ 7.47% |
$79K - $88.7K
|
15K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-120- 1.6% |
$9.08K - $10.2K
|
7.38K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.27K+ 2.5% |
$96.3K - $108K
|
52.2K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
316+ 0.61% |
$23.9K - $26.8K
|
52.5K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
34.1K+ 4.21% |
$2.58M - $2.9M
|
844K
$65.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.57KNew |
$118K - $133K
|
1.57K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 2.14% |
$4.92K - $5.52K
|
3.11K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
5+ 0.66% |
$378 - $424
|
768
$59.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
120+ 1.45% |
$9.08K - $10.2K
|
8.4K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.39K- 6.97% |
$332K - $373K
|
58.6K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
546+ 4.76% |
$41.3K - $46.3K
|
12K
$932K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.8K- 84.89% |
$1.35M - $1.51M
|
3.17K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.36K+ 43.34% |
$254K - $285K
|
11.1K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.53K+ 4.72% |
$721K - $809K
|
212K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147K+ 14.88% |
$11.1M - $12.4M
|
1.13M
$87.7M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
719+ 12.01% |
$54.4K - $61K
|
6.71K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
9.03K+ 3.63% |
$683K - $767K
|
258K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.83KNew |
$668K - $749K
|
8.83K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
300+ 2.8% |
$22.7K - $25.5K
|
11K
$855K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.57K- 4.72% |
$194K - $218K
|
51.9K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
256K+ 5.84% |
$19.3M - $21.7M
|
4.63M
$359M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.3K+ 13.93% |
$2.37M - $2.66M
|
256K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65K- 18.69% |
$4.92M - $5.52M
|
283K
$21.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.56KNew |
$269K - $302K
|
3.56K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
382+ 7.95% |
$28.9K - $32.4K
|
5.19K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
328+ 11.88% |
$24.8K - $27.8K
|
3.09K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.8K- 12.25% |
$1.27M - $1.43M
|
120K
$9.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
8.99K+ 3.3% |
$680K - $763K
|
281K
$21.8M
|