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 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
8.46K+ 57.12% |
$637K - $717K
|
23.3K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.63K- 45.41% |
$123K - $138K
|
1.96K
$174K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 13.08% |
$36.2K - $40.8K
|
3.2K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.83K+ 6.49% |
$138K - $155K
|
30K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
5.73K+ 165.63% |
$432K - $486K
|
9.2K
$819K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
109+ 3.0% |
$8.21K - $9.24K
|
3.74K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
954+ 43.28% |
$71.9K - $80.9K
|
3.16K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3+ 2.5% |
$226 - $254
|
123
$11K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.72K+ 13.5% |
$130K - $146K
|
14.5K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-772- 10.01% |
$58.1K - $65.4K
|
6.94K
$618K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.84K- 17.42% |
$365K - $411K
|
23K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.9K+ 43.37% |
$218K - $246K
|
9.59K
$854K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15K+ 5.12% |
$1.13M - $1.27M
|
308K
$27.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.26K+ 125.68% |
$245K - $276K
|
5.85K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-185- 4.6% |
$13.9K - $15.7K
|
3.84K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-684- 5.1% |
$51.5K - $58K
|
12.7K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.15K+ 9.52% |
$86.4K - $97.2K
|
13.2K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-65- 0.2% |
$4.9K - $5.51K
|
31.8K
$2.83M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-68- 1.04% |
$5.12K - $5.76K
|
6.48K
$577K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 1.49% |
$3.84K - $4.32K
|
3.46K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-257- 5.05% |
$19.4K - $21.8K
|
4.83K
$430K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 16.67% |
$377 - $424
|
35
$3.12K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.05K- 0.38% |
$154K - $174K
|
532K
$47.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
541+ 4.59% |
$40.7K - $45.9K
|
12.3K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 15.62% |
$119K - $134K
|
11.7K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.55K- 10.92% |
$343K - $386K
|
37.1K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-494- 16.1% |
$37.2K - $41.9K
|
2.58K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-667- 62.87% |
$50.2K - $56.5K
|
394
$35.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-963- 54.81% |
$72.5K - $81.6K
|
794
$70.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-30- 0.09% |
$2.26K - $2.54K
|
32K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.5K+ 42.56% |
$1.77M - $1.99M
|
78.7K
$7.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
5.35K+ 91.06% |
$403K - $453K
|
11.2K
$999K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-53- 1.24% |
$3.99K - $4.49K
|
4.21K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.51K- 6.29% |
$114K - $128K
|
22.5K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.57K+ 5.74% |
$269K - $303K
|
65.8K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
164+ 5.96% |
$12.4K - $13.9K
|
2.91K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
17.3K+ 5.0% |
$1.31M - $1.47M
|
364K
$32.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-954- 24.25% |
$71.9K - $80.9K
|
2.98K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-6- 0.66% |
$452 - $509
|
910
$81K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-85.4K- 4.56% |
$6.43M - $7.24M
|
1.78M
$159M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 9.67% |
$952K - $1.07M
|
143K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
675+ 3.96% |
$50.8K - $57.2K
|
17.7K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-385- 3.51% |
$29K - $32.6K
|
10.6K
$942K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
19.3K+ 156.32% |
$1.46M - $1.64M
|
31.7K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27- 0.67% |
$2.03K - $2.29K
|
4.03K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-337- 3.33% |
$25.4K - $28.6K
|
9.79K
$872K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.93K+ 59.7% |
$145K - $164K
|
5.16K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-21- 0.25% |
$1.58K - $1.78K
|
8.54K
$760K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-828- 23.63% |
$62.4K - $70.2K
|
2.68K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.45K+ 2.25% |
$411K - $462K
|
248K
$22.1M
|