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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
9.81K+ 190.16% |
$716K - $885K
|
15K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-775- 14.7% |
$56.6K - $69.9K
|
4.5K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32.8K- 15.72% |
$2.39M - $2.96M
|
176K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-5.05K- 1.84% |
$369K - $456K
|
269K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-819K- 14.48% |
$59.8M - $73.9M
|
4.84M
$448M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.72K+ 23.1% |
$345K - $426K
|
25.2K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-198- 1.83% |
$14.5K - $17.9K
|
10.6K
$983K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.71K+ 11.76% |
$417K - $515K
|
54.3K
$5.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
41+ 29.08% |
$2.99K - $3.7K
|
182
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
80+ 1.3% |
$5.84K - $7.22K
|
6.22K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
676+ 1.88% |
$49.4K - $61K
|
36.5K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.51K+ 21.19% |
$110K - $136K
|
8.61K
$797K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.02% |
$73 - $90.2
|
5.4K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
355New |
$25.9K - $32K
|
355
$32.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66+ 53.66% |
$4.82K - $5.95K
|
189
$17.5K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
168+ 3.04% |
$12.3K - $15.2K
|
5.69K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
550+ 6.59% |
$40.2K - $49.6K
|
8.9K
$823K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
33K+ 6.2% |
$2.41M - $2.97M
|
565K
$52.3M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
705+ 12.43% |
$51.5K - $63.6K
|
6.38K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.76K- 3.13% |
$274K - $339K
|
116K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-591- 15.92% |
$43.2K - $53.3K
|
3.12K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-385- 2.37% |
$28.1K - $34.7K
|
15.9K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.87K+ 21.01% |
$136K - $168K
|
10.8K
$995K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.02K- 3.1% |
$74.8K - $92.4K
|
32K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.1K+ 30.32% |
$2.93M - $3.61M
|
172K
$15.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-181- 2.42% |
$13.2K - $16.3K
|
7.29K
$675K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
146+ 0.75% |
$10.7K - $13.2K
|
19.7K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
255K+ 25.33% |
$18.6M - $23M
|
1.26M
$117M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.7K+ 393.3% |
$343K - $424K
|
5.89K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
205+ 2.87% |
$15K - $18.5K
|
7.36K
$681K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
556+ 10.78% |
$40.6K - $50.2K
|
5.72K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 24.22% |
$9.31M - $11.5M
|
654K
$60.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
31New |
$2.26K - $2.8K
|
31
$2.87K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-393- 4.48% |
$28.7K - $35.5K
|
8.38K
$775K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.65K- 56.01% |
$267K - $329K
|
2.87K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3KNew |
$219K - $271K
|
3K
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-176- 9.04% |
$12.9K - $15.9K
|
1.77K
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.45% |
$73 - $90.2
|
70
$6.48K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 1.74% |
$365 - $451
|
292
$27K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
150+ 1.6% |
$11K - $13.5K
|
9.54K
$883K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.43KNew |
$178K - $220K
|
2.43K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
233+ 6.66% |
$17K - $21K
|
3.73K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
139+ 1.86% |
$10.1K - $12.5K
|
7.6K
$703K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
5.02KNew |
$366K - $452K
|
5.02K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.94K+ 65.26% |
$214K - $265K
|
7.44K
$688K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-299- 12.23% |
$21.8K - $27K
|
2.15K
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
347New |
$25.3K - $31.3K
|
347
$32.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-149- 1.4% |
$10.9K - $13.4K
|
10.5K
$968K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 5.52% |
$111K - $137K
|
26K
$2.4M
|