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, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.7K+ 3.78% |
$2.62M - $2.95M
|
953K
$73.9M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.45KNew |
$185K - $208K
|
2.45K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-20.7K- 19.39% |
$1.57M - $1.76M
|
86.2K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
310+ 0.99% |
$23.4K - $26.3K
|
31.5K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-121- 1.8% |
$9.15K - $10.3K
|
6.59K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
51+ 1.02% |
$3.86K - $4.33K
|
5.03K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5K+ 8.33% |
$189K - $212K
|
32.5K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.46KNew |
$186K - $209K
|
2.46K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.44K+ 1.33% |
$109K - $122K
|
110K
$8.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
34New |
$2.57K - $2.89K
|
34
$2.64K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.4K- 3.98% |
$1.24M - $1.39M
|
395K
$30.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
70+ 1.24% |
$5.29K - $5.94K
|
5.69K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
122+ 1.43% |
$9.23K - $10.4K
|
8.63K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
135+ 3.48% |
$10.2K - $11.5K
|
4.02K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
755+ 4.98% |
$57.1K - $64.1K
|
15.9K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
86+ 0.44% |
$6.5K - $7.3K
|
19.6K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-106- 0.41% |
$8.02K - $9K
|
26K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-6.72K- 10.19% |
$508K - $570K
|
59.2K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
6.73K+ 142.02% |
$509K - $571K
|
11.5K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.48K- 1.69% |
$263K - $296K
|
202K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.99K- 1.84% |
$226K - $254K
|
160K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$183K - $205K
|
2.42K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-400- 1.73% |
$30.3K - $34K
|
22.8K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
29+ 0.85% |
$2.19K - $2.46K
|
3.42K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.9K+ 17.28% |
$1.28M - $1.44M
|
115K
$8.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$2.23M - $2.5M
|
29.5K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.53K- 9.18% |
$342K - $384K
|
44.8K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-12- 0.23% |
$908 - $1.02K
|
5.1K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
276+ 0.6% |
$20.9K - $23.4K
|
46.6K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6New |
$454 - $509
|
6
$465
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12- 0.1% |
$908 - $1.02K
|
12.2K
$948K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 1.64% |
$756 - $849
|
599
$46.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.6K- 9.45% |
$423K - $475K
|
53.6K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.48K- 1.63% |
$415K - $465K
|
331K
$25.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
357+ 8.63% |
$27K - $30.3K
|
4.5K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.07K- 8.97% |
$383K - $430K
|
51.4K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 38.52% |
$149K - $167K
|
3.14K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
13+ 0.3% |
$983 - $1.1K
|
4.28K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.4KNew |
$333K - $374K
|
4.4K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.78% |
$6.35K - $7.13K
|
10.6K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
54+ 0.23% |
$4.08K - $4.58K
|
23.8K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
7+ 0.02% |
$529 - $594
|
40.2K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-16- 0.43% |
$1.21K - $1.36K
|
3.73K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-260- 0.49% |
$19.7K - $22.1K
|
53.2K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.16K+ 6.46% |
$542K - $608K
|
118K
$9.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
893+ 0.63% |
$67.5K - $75.8K
|
142K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
110+ 2.96% |
$8.32K - $9.34K
|
3.82K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.69K+ 69.91% |
$128K - $144K
|
4.12K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
61.6K+ 5.56% |
$4.66M - $5.23M
|
1.17M
$90.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.2K- 0.22% |
$996K - $1.12M
|
5.87M
$455M
|