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 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
108+ 3.93% |
$7.89K - $9.74K
|
2.86K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
289K+ 484.11% |
$21.1M - $26.1M
|
349K
$32.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 3.11% |
$79.4K - $98.2K
|
33.8K
$3.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.11KNew |
$373K - $461K
|
5.11K
$473K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.64K+ 45.03% |
$120K - $148K
|
5.27K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37+ 1.88% |
$2.7K - $3.34K
|
2K
$185K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.9K+ 8.85% |
$940K - $1.16M
|
158K
$14.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26- 0.82% |
$1.9K - $2.35K
|
3.15K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.3K- 4.97% |
$1.99M - $2.46M
|
522K
$48.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 12.12% |
$292K - $361K
|
37K
$3.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
141+ 1.58% |
$10.3K - $12.7K
|
9.07K
$839K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
40New |
$2.92K - $3.61K
|
40
$3.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.02K- 40.07% |
$74.1K - $91.6K
|
1.52K
$140K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.11% |
$219 - $271
|
2.7K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
46+ 3.02% |
$3.36K - $4.15K
|
1.57K
$145K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.76K+ 9.98% |
$201K - $249K
|
30.4K
$2.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.34KNew |
$244K - $301K
|
3.34K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.25K+ 142.9% |
$529K - $654K
|
12.3K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
825+ 19.73% |
$60.2K - $74.4K
|
5.01K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.62K- 4.78% |
$119K - $147K
|
32.3K
$2.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
437+ 72.83% |
$31.9K - $39.4K
|
1.04K
$95.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.73K+ 16.45% |
$127K - $156K
|
12.3K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.89KNew |
$211K - $261K
|
2.89K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-207- 4.25% |
$15.1K - $18.7K
|
4.66K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
6.27K+ 22.85% |
$457K - $565K
|
33.7K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.31K- 1.11% |
$95.7K - $118K
|
117K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-22- 0.12% |
$1.61K - $1.98K
|
18.7K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
271+ 1.94% |
$19.8K - $24.4K
|
14.2K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
123K+ 19.83% |
$9M - $11.1M
|
745K
$68.9M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-59- 1.55% |
$4.31K - $5.32K
|
3.74K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.01KNew |
$293K - $362K
|
4.01K
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
170+ 0.27% |
$12.4K - $15.3K
|
62.5K
$5.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
453+ 1.51% |
$33.1K - $40.9K
|
30.5K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 1.82% |
$803 - $992
|
614
$56.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.68K+ 257.98% |
$123K - $152K
|
2.33K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
56+ 0.39% |
$4.09K - $5.05K
|
14.5K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-40- 0.36% |
$2.92K - $3.61K
|
11.2K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 0.59% |
$292 - $361
|
677
$62.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.88K- 4.06% |
$284K - $350K
|
91.7K
$8.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-429- 11.12% |
$31.3K - $38.7K
|
3.43K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-928- 0.95% |
$67.8K - $83.7K
|
97K
$8.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.5K- 23.27% |
$548K - $677K
|
24.7K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
653+ 21.22% |
$47.7K - $58.9K
|
3.73K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-209K- 3.57% |
$15.3M - $18.9M
|
5.65M
$523M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 13.35% |
$78.9K - $97.5K
|
9.18K
$849K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
46+ 1.76% |
$3.36K - $4.15K
|
2.67K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.7K+ 42.11% |
$1.88M - $2.32M
|
86.8K
$8.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.23K+ 4.37% |
$236K - $292K
|
77.1K
$7.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-120- 0.02% |
$8.76K - $10.8K
|
550K
$50.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.1K- 6.17% |
$518K - $641K
|
108K
$10M
|