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 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-119- 0.06% |
$8.96K - $10.1K
|
188K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-471- 1.26% |
$35.5K - $39.9K
|
37K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-61- 2.21% |
$4.59K - $5.17K
|
2.69K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-277- 13.29% |
$20.9K - $23.5K
|
1.81K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
64+ 1.43% |
$4.82K - $5.43K
|
4.53K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.1K+ 68.43% |
$158K - $178K
|
5.16K
$459K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.9K- 21.97% |
$1.58M - $1.77M
|
74.3K
$6.62M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
48+ 0.1% |
$3.62K - $4.07K
|
46.7K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.48K- 85.78% |
$111K - $125K
|
245
$21.8K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.79KNew |
$210K - $237K
|
2.79K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
141New |
$10.6K - $12K
|
141
$12.6K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-105K- 1.77% |
$7.94M - $8.93M
|
5.86M
$522M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.98KNew |
$375K - $422K
|
4.98K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 0.88% |
$79.5K - $89.4K
|
119K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.53K+ 10.1% |
$191K - $215K
|
27.6K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-33- 1.68% |
$2.49K - $2.8K
|
1.94K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-52.8K- 3.25% |
$3.98M - $4.48M
|
1.57M
$140M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-1.22K- 6.95% |
$91.5K - $103K
|
16.3K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 0.3% |
$904 - $1.02K
|
3.97K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
744New |
$56K - $63.1K
|
744
$66.2K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.29K+ 44.52% |
$97K - $109K
|
4.18K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.0% |
$75.3 - $84.8
|
32.2K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-32.9K- 22.23% |
$2.48M - $2.79M
|
115K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-500- 13.33% |
$37.7K - $42.4K
|
3.25K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28New |
$2.11K - $2.37K
|
28
$2.49K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-9.26K- 77.07% |
$698K - $785K
|
2.76K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39+ 0.22% |
$2.94K - $3.31K
|
17.5K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-495- 0.42% |
$37.3K - $42K
|
119K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.52KNew |
$491K - $553K
|
6.52K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
73.8K+ 43.06% |
$5.56M - $6.26M
|
245K
$21.8M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
130+ 10.56% |
$9.79K - $11K
|
1.36K
$121K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
661+ 23.06% |
$49.8K - $56K
|
3.53K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.21K- 2.18% |
$91.3K - $103K
|
54.3K
$4.83M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.85K- 11.32% |
$139K - $157K
|
14.5K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
973+ 1.0% |
$73.3K - $82.5K
|
97.9K
$8.72M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.52K- 2.81% |
$341K - $383K
|
156K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.9K- 2.86% |
$369K - $415K
|
166K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-93- 2.24% |
$7K - $7.88K
|
4.07K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-710- 5.57% |
$53.5K - $60.2K
|
12K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-51.3K- 42.46% |
$3.86M - $4.35M
|
69.5K
$6.19M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-88- 2.98% |
$6.63K - $7.46K
|
2.87K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-378- 10.72% |
$28.5K - $32K
|
3.15K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.12K- 1.4% |
$310K - $349K
|
291K
$25.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.45K+ 6.63% |
$109K - $123K
|
23.3K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-56K- 20.27% |
$4.22M - $4.75M
|
220K
$19.6M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-26.2K- 3.08% |
$1.97M - $2.22M
|
825K
$73.5M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.62K- 33.23% |
$198K - $222K
|
5.27K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.04K+ 3.94% |
$78.3K - $88.2K
|
27.4K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-204K- 4.55% |
$15.4M - $17.3M
|
4.28M
$381M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.76K- 5.98% |
$133K - $149K
|
27.7K
$2.46M
|