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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
254+ 9.56% |
$19.2K - $21.6K
|
2.91K
$226K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.38K+ 8.08% |
$104K - $117K
|
18.4K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
785+ 4.17% |
$59.4K - $66.6K
|
19.6K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-572- 0.76% |
$43.3K - $48.6K
|
74.9K
$5.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
126+ 2.3% |
$9.53K - $10.7K
|
5.61K
$435K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.3K+ 112.63% |
$401K - $450K
|
10K
$775K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.71KNew |
$205K - $230K
|
2.71K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.37K+ 65.43% |
$255K - $286K
|
8.53K
$661K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
7.03KNew |
$531K - $597K
|
7.03K
$545K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-191- 4.72% |
$14.4K - $16.2K
|
3.86K
$299K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
21.2K+ 2.71% |
$1.6M - $1.8M
|
802K
$62.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.89K+ 2.27% |
$370K - $415K
|
220K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24+ 10.3% |
$1.82K - $2.04K
|
257
$19.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-918- 7.12% |
$69.4K - $77.9K
|
12K
$929K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
299+ 1.59% |
$22.6K - $25.4K
|
19.1K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-9.01K- 8.99% |
$681K - $765K
|
91.2K
$7.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
61+ 2.29% |
$4.61K - $5.18K
|
2.73K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.32% |
$908 - $1.02K
|
3.78K
$293K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-111- 0.64% |
$8.39K - $9.42K
|
17.3K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.61% |
$2.12K - $2.38K
|
4.55K
$352K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-173- 28.36% |
$13.1K - $14.7K
|
437
$33.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.57K- 9.76% |
$119K - $134K
|
14.6K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-100- 1.6% |
$7.56K - $8.49K
|
6.15K
$477K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
300+ 9.68% |
$22.7K - $25.5K
|
3.4K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 5.51% |
$2.65K - $2.97K
|
670
$51.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.22KNew |
$395K - $443K
|
5.22K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 1.51% |
$106K - $119K
|
94K
$7.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.25K- 0.77% |
$94.8K - $106K
|
162K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.22K- 23.05% |
$92.4K - $104K
|
4.08K
$316K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 2.25% |
$7.26K - $8.15K
|
4.17K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4.57K- 52.99% |
$346K - $388K
|
4.06K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-240- 3.8% |
$18.2K - $20.4K
|
6.07K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
25+ 2.96% |
$1.89K - $2.12K
|
869
$67.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
518+ 17.69% |
$39.2K - $44K
|
3.45K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-239- 1.02% |
$18.1K - $20.3K
|
23.2K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-360- 0.22% |
$27.2K - $30.6K
|
164K
$12.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-131- 13.69% |
$9.91K - $11.1K
|
826
$64K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.07KNew |
$308K - $346K
|
4.07K
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26K- 10.5% |
$1.97M - $2.21M
|
222K
$17.2M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-159- 4.15% |
$12K - $13.5K
|
3.68K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
300+ 2.02% |
$22.7K - $25.5K
|
15.1K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.38KNew |
$180K - $202K
|
2.38K
$185K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.2K- 5.02% |
$848K - $952K
|
212K
$16.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.39K- 4.81% |
$332K - $372K
|
86.8K
$6.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
69+ 2.27% |
$5.22K - $5.86K
|
3.11K
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-5.57K- 42.06% |
$421K - $472K
|
7.67K
$594K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.31K+ 1.46% |
$98.9K - $111K
|
90.8K
$7.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
482+ 1.76% |
$36.5K - $40.9K
|
27.8K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.63K+ 17.33% |
$501K - $563K
|
44.9K
$3.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
176+ 0.49% |
$13.3K - $14.9K
|
35.8K
$2.78M
|