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 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-105- 3.29% |
$7.67K - $9.47K
|
3.09K
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
250+ 93.98% |
$18.3K - $22.6K
|
516
$47.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 0.87% |
$511 - $632
|
794
$73.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
58+ 0.67% |
$4.24K - $5.23K
|
8.74K
$809K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 0.15% |
$949 - $1.17K
|
8.82K
$816K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.7K- 8.13% |
$851K - $1.05M
|
132K
$12.2M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-55- 0.51% |
$4.02K - $4.96K
|
10.8K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.76K+ 8.88% |
$202K - $249K
|
33.9K
$3.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
80.5K+ 488.72% |
$5.88M - $7.27M
|
97K
$8.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
230KNew |
$16.8M - $20.7M
|
230K
$21.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
33.2KNew |
$2.43M - $3M
|
33.2K
$3.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.33KNew |
$170K - $210K
|
2.33K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.56K+ 15.87% |
$114K - $141K
|
11.4K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 0.27% |
$584 - $722
|
2.96K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.69K+ 32.93% |
$270K - $333K
|
14.9K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.37K+ 12.56% |
$392K - $484K
|
48.1K
$4.45M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
93+ 1.9% |
$6.79K - $8.39K
|
4.99K
$461K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.25% |
$73 - $90.2
|
395
$36.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-158- 4.12% |
$11.5K - $14.3K
|
3.68K
$340K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
523+ 1.88% |
$38.2K - $47.2K
|
28.4K
$2.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 14.29% |
$365 - $451
|
40
$3.7K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.98K+ 68.64% |
$729K - $900K
|
24.5K
$2.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
438New |
$32K - $39.5K
|
438
$40.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.35KNew |
$172K - $212K
|
2.35K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-390- 2.06% |
$28.5K - $35.2K
|
18.6K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-192K- 18.93% |
$14M - $17.4M
|
824K
$76.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.11K- 0.71% |
$80.8K - $99.8K
|
155K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-422- 1.84% |
$30.8K - $38.1K
|
22.5K
$2.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 1.73% |
$438 - $541
|
352
$32.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.19K- 2.19% |
$86.7K - $107K
|
53.1K
$4.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-223- 2.66% |
$16.3K - $20.1K
|
8.17K
$756K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
21+ 0.17% |
$1.53K - $1.89K
|
12.6K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.06K+ 24.79% |
$223K - $276K
|
15.4K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
125+ 2.0% |
$9.13K - $11.3K
|
6.38K
$590K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
281+ 10.61% |
$20.5K - $25.4K
|
2.93K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
36.2K+ 38896.77% |
$2.64M - $3.26M
|
36.3K
$3.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
319+ 55.0% |
$23.3K - $28.8K
|
899
$83.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
281+ 3.53% |
$20.5K - $25.4K
|
8.24K
$762K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.32KNew |
$169K - $209K
|
2.32K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.85K+ 7.56% |
$208K - $257K
|
40.5K
$3.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.2K- 2.62% |
$816K - $1.01M
|
416K
$38.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-315K- 7.35% |
$23M - $28.4M
|
3.96M
$367M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
801New |
$58.5K - $72.3K
|
801
$74.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47+ 0.89% |
$3.43K - $4.24K
|
5.31K
$491K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
782+ 17.73% |
$57.1K - $70.6K
|
5.19K
$480K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-620K- 77.04% |
$45.3M - $56M
|
185K
$17.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
94+ 3.28% |
$6.86K - $8.48K
|
2.96K
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-950- 6.96% |
$69.4K - $85.7K
|
12.7K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-426- 11.5% |
$31.1K - $38.4K
|
3.28K
$303K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-56- 1.92% |
$4.09K - $5.05K
|
2.87K
$265K
|