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 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.33K+ 13.14% |
$170K - $210K
|
20K
$1.85M
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
10+ 0.22% |
$730 - $902
|
4.61K
$426K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.05K+ 679.35% |
$76.9K - $95K
|
1.21K
$112K
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-209- 4.49% |
$15.3K - $18.9K
|
4.45K
$411K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.69K+ 56.71% |
$123K - $152K
|
4.67K
$432K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.23K+ 30.36% |
$89.8K - $111K
|
5.28K
$489K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-510- 87.18% |
$37.2K - $46K
|
75
$6.94K
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-12.9K- 1.22% |
$939K - $1.16M
|
1.04M
$96.4M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
13.5K+ 2092.4% |
$985K - $1.22M
|
14.1K
$1.31M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
17.3K+ 6.97% |
$1.26M - $1.56M
|
265K
$24.5M
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.81K+ 52.52% |
$132K - $163K
|
5.25K
$485K
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
49New |
$3.58K - $4.42K
|
49
$4.53K
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
152+ 6.2% |
$11.1K - $13.7K
|
2.61K
$241K
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-147- 0.46% |
$10.7K - $13.3K
|
31.7K
$2.93M
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
88New |
$6.43K - $7.94K
|
88
$8.14K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.03K+ 2848.58% |
$587K - $725K
|
8.32K
$769K
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.04K+ 13.73% |
$75.6K - $93.4K
|
8.57K
$793K
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.11K- 19.97% |
$227K - $280K
|
12.5K
$1.15M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
232+ 4.12% |
$16.9K - $20.9K
|
5.86K
$542K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-263- 13.05% |
$19.2K - $23.7K
|
1.75K
$162K
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.26K- 1.59% |
$91.8K - $113K
|
77.9K
$7.21M
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
9+ 1.92% |
$657 - $812
|
478
$44.2K
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6+ 6.45% |
$438 - $541
|
99
$9.16K
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-696- 9.41% |
$50.8K - $62.8K
|
6.7K
$620K
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.56KNew |
$333K - $411K
|
4.56K
$421K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.9K- 5.69% |
$870K - $1.07M
|
197K
$18.3M
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.91K+ 5.16% |
$139K - $172K
|
38.9K
$3.6M
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
327New |
$23.9K - $29.5K
|
327
$30.3K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
341+ 1.72% |
$24.9K - $30.8K
|
20.2K
$1.87M
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.82K+ 14.87% |
$133K - $164K
|
14K
$1.3M
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.15K+ 11.09% |
$83.6K - $103K
|
11.5K
$1.06M
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-865- 12.47% |
$63.2K - $78K
|
6.07K
$562K
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1.27K- 12.04% |
$93K - $115K
|
9.31K
$861K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
67+ 0.12% |
$4.89K - $6.04K
|
57.5K
$5.32M
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-61- 0.01% |
$4.45K - $5.5K
|
1.12M
$104M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
407K+ 22.8% |
$29.7M - $36.7M
|
2.19M
$203M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.02KNew |
$220K - $272K
|
3.02K
$279K
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-260- 2.71% |
$19K - $23.5K
|
9.33K
$863K
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
145+ 1.71% |
$10.6K - $13.1K
|
8.63K
$798K
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.55K+ 46.59% |
$186K - $230K
|
8.03K
$743K
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
106+ 2.52% |
$7.74K - $9.56K
|
4.31K
$399K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-17.5K- 4.41% |
$1.28M - $1.58M
|
379K
$35.1M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.4K- 6.22% |
$102K - $126K
|
21.1K
$1.95M
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
13.9KNew |
$1.02M - $1.26M
|
13.9K
$1.29M
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-16- 0.08% |
$1.17K - $1.44K
|
19.1K
$1.77M
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.64K+ 8.16% |
$193K - $238K
|
35K
$3.23M
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17.7K- 7.41% |
$1.29M - $1.59M
|
221K
$20.4M
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.89K+ 11.04% |
$138K - $171K
|
19K
$1.76M
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
61+ 1.88% |
$4.45K - $5.5K
|
3.31K
$306K
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.13K- 13.22% |
$82.4K - $102K
|
7.41K
$686K
|