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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.11K+ 143.93% |
$234K - $263K
|
5.26K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.7KNew |
$1.03M - $1.16M
|
13.7K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-144- 0.12% |
$10.8K - $12.2K
|
120K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.56K- 5.73% |
$268K - $302K
|
58.7K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.17K- 0.54% |
$164K - $184K
|
401K
$35.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.81K+ 0.53% |
$664K - $747K
|
1.66M
$148M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
13+ 0.07% |
$979 - $1.1K
|
19.5K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
751+ 9.37% |
$56.6K - $63.7K
|
8.77K
$781K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.07K- 24.16% |
$156K - $175K
|
6.5K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
720+ 6.26% |
$54.2K - $61K
|
12.2K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
142+ 2.23% |
$10.7K - $12K
|
6.52K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.7K- 2.72% |
$278K - $313K
|
132K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
272+ 0.56% |
$20.5K - $23.1K
|
48.6K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1- 0.02% |
$75.3 - $84.8
|
4.65K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.1K- 8.73% |
$1.14M - $1.28M
|
158K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 2.95% |
$79.9K - $89.9K
|
34.9K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-85- 0.34% |
$6.4K - $7.21K
|
25.3K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-132K- 9.16% |
$9.93M - $11.2M
|
1.31M
$117M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.94K+ 8.95% |
$296K - $334K
|
47.9K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
51.6K+ 0.92% |
$3.88M - $4.37M
|
5.66M
$504M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.23K+ 2.76% |
$243K - $274K
|
120K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.5K- 17.34% |
$188K - $212K
|
11.9K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3New |
$226 - $254
|
3
$267
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.62KNew |
$197K - $222K
|
2.62K
$233K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.5K+ 44.85% |
$792K - $891K
|
33.9K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.75K+ 2.38% |
$207K - $233K
|
118K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-145- 0.1% |
$10.9K - $12.3K
|
143K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.31K- 2.14% |
$98.4K - $111K
|
59.8K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.7K+ 17.12% |
$128K - $144K
|
11.6K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.8K+ 189.47% |
$136K - $153K
|
2.75K
$245K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.16K+ 5.49% |
$87.4K - $98.3K
|
22.3K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
905K+ 14.44% |
$68.2M - $76.7M
|
7.17M
$639M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
881+ 2.23% |
$66.4K - $74.7K
|
40.3K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-147- 8.8% |
$11.1K - $12.5K
|
1.52K
$136K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.1K+ 3.7% |
$82.9K - $93.2K
|
30.8K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-404- 17.19% |
$30.4K - $34.2K
|
1.95K
$173K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
342+ 5.78% |
$25.8K - $29K
|
6.26K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.57K- 0.95% |
$118K - $133K
|
163K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-828- 4.15% |
$62.4K - $70.2K
|
19.1K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.63KNew |
$273K - $307K
|
3.63K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-881- 5.36% |
$66.4K - $74.7K
|
15.6K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
15+ 19.23% |
$1.13K - $1.27K
|
93
$8.28K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-205- 2.45% |
$15.4K - $17.4K
|
8.15K
$725K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.91K- 1.6% |
$671K - $755K
|
549K
$48.9M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
836+ 5.14% |
$63K - $70.9K
|
17.1K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-615- 13.9% |
$46.3K - $52.1K
|
3.81K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.2KNew |
$90.7K - $102K
|
1.2K
$107K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66.2K+ 11.91% |
$4.98M - $5.61M
|
622K
$55.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30K+ 3.04% |
$2.26M - $2.54M
|
1.02M
$90.5M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
12+ 2.42% |
$904 - $1.02K
|
508
$45.2K
|