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 |
|---|---|---|---|---|---|---|---|
|
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
$401K
|
|
|
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
$674K
|
|
| 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
|
|
|
Oct 26, 2020
Q3 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-623- 29.35% |
$38K - $41K
|
1.5K
$134K
|
|
|
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
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-563Closed |
$28.5K - $36.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
28.9KNew |
$1.46M - $1.86M
|
28.9K
$2.58M
|
|
|
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
$59.9K
|
|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-50Closed |
$2.31K - $3.48K
|
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
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-313Closed |
$18.8K - $20.4K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-35Closed |
$2.11K - $2.28K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-384Closed |
$23.8K - $25.1K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100Closed |
$6.19K - $6.53K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 09, 2019
Q1 2019
|
Washington Trust Bank
|
SELL
|
- |
-50Closed |
$2.83K - $3.2K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
117+ 27.27% |
$6.46K - $7.76K
|
546
$48.6K
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.72KClosed |
$94.8K - $114K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.29KClosed |
$146K - $154K
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-27KClosed |
$1.72M - $1.81M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.98KClosed |
$192K - $206K
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-770Closed |
$49.7K - $53.4K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Mar 24, 2023
Q1 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.25K- 98.61% |
$279K - $308K
|
60
$5.34K
|
|