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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.34K+ 11.3% |
$176K - $199K
|
23.1K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-104- 2.59% |
$7.83K - $8.82K
|
3.91K
$348K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-403- 5.13% |
$30.4K - $34.2K
|
7.46K
$664K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
38K+ 92.39% |
$2.86M - $3.22M
|
79.2K
$7.05M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 1.98% |
$771K - $868K
|
527K
$46.9M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
451+ 17.17% |
$34K - $38.2K
|
3.08K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.2K- 11.7% |
$166K - $186K
|
16.6K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
54+ 0.4% |
$4.07K - $4.58K
|
13.5K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
831+ 16.99% |
$62.6K - $70.4K
|
5.72K
$509K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
60New |
$4.52K - $5.09K
|
60
$5.34K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.3K- 26.52% |
$1.46M - $1.64M
|
53.5K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.1KNew |
$82.6K - $93K
|
1.1K
$97.7K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.06K- 26.62% |
$155K - $174K
|
5.67K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.35K- 4.67% |
$101K - $114K
|
27.5K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.78K- 4.27% |
$209K - $235K
|
62.3K
$5.55M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
414+ 249.4% |
$31.2K - $35.1K
|
580
$51.6K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
277+ 3.15% |
$20.9K - $23.5K
|
9.07K
$808K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51+ 0.63% |
$3.84K - $4.32K
|
8.1K
$721K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.55K- 5.49% |
$267K - $301K
|
61.1K
$5.44M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-231- 1.13% |
$17.4K - $19.6K
|
20.3K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
486+ 11.08% |
$36.6K - $41.2K
|
4.87K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-933- 17.06% |
$70.3K - $79.1K
|
4.54K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-818- 55.91% |
$61.6K - $69.3K
|
645
$57.4K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.9K- 67.26% |
$2.4M - $2.7M
|
15.5K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.82K- 7.87% |
$212K - $239K
|
33K
$2.94M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-94- 2.52% |
$7.08K - $7.97K
|
3.64K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
57.4K+ 65.15% |
$4.32M - $4.86M
|
145K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$151 - $170
|
2.91K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
2.47KNew |
$186K - $210K
|
2.47K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$301 - $339
|
4.6K
$409K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-69- 10.83% |
$5.2K - $5.85K
|
568
$50.6K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
448+ 4.3% |
$33.7K - $38K
|
10.9K
$968K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-800- 15.36% |
$60.3K - $67.8K
|
4.41K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
157+ 2.63% |
$11.8K - $13.3K
|
6.13K
$545K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
349+ 8.11% |
$26.3K - $29.6K
|
4.65K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
121+ 1.65% |
$9.11K - $10.3K
|
7.47K
$665K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-677- 8.44% |
$51K - $57.4K
|
7.35K
$654K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.68KNew |
$202K - $228K
|
2.68K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-4.46K- 53.61% |
$336K - $378K
|
3.86K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.28K- 22.89% |
$172K - $193K
|
7.69K
$684K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-37- 1.67% |
$2.79K - $3.14K
|
2.18K
$194K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.48K- 0.49% |
$413K - $465K
|
1.12M
$99.8M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
722+ 3.96% |
$54.4K - $61.2K
|
18.9K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 3.99% |
$1.88K - $2.12K
|
652
$58.1K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.46K- 7.35% |
$110K - $124K
|
18.4K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
2.45KNew |
$185K - $208K
|
2.45K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.54K+ 3.33% |
$417K - $470K
|
172K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.13K+ 6.72% |
$462K - $520K
|
97.3K
$8.67M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
8+ 0.03% |
$603 - $678
|
30.2K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
88+ 1.97% |
$6.63K - $7.46K
|
4.55K
$405K
|