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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
101K+ 64.81% |
$7.37M - $9.1M
|
257K
$23.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
407+ 3.3% |
$29.7K - $36.7K
|
12.7K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
234New |
$17.1K - $21.1K
|
234
$21.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
884New |
$64.5K - $79.8K
|
884
$81.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.18K- 1.84% |
$159K - $197K
|
116K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-324- 1.76% |
$23.7K - $29.2K
|
18.1K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-720- 15.82% |
$52.6K - $65K
|
3.83K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
28+ 0.62% |
$2.04K - $2.53K
|
4.56K
$422K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
32.3KNew |
$2.36M - $2.91M
|
32.3K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
314+ 1.79% |
$22.9K - $28.3K
|
17.8K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
431+ 1.89% |
$31.5K - $38.9K
|
23.2K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.22K- 5.32% |
$89.2K - $110K
|
21.8K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-7.16K- 23.75% |
$523K - $646K
|
23K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.26KNew |
$165K - $204K
|
2.26K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-558- 8.62% |
$40.7K - $50.3K
|
5.92K
$548K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 2.86% |
$438 - $541
|
216
$20K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 3.32% |
$2.04K - $2.53K
|
872
$80.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.59K- 6.71% |
$262K - $324K
|
49.9K
$4.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25- 41.67% |
$1.83K - $2.26K
|
35
$3.24K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.27KNew |
$166K - $205K
|
2.27K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-935- 2.52% |
$68.3K - $84.4K
|
36.2K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.64KNew |
$193K - $238K
|
2.64K
$244K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
569+ 6.68% |
$41.5K - $51.3K
|
9.09K
$841K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.39KNew |
$247K - $305K
|
3.39K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
358+ 1.54% |
$26.1K - $32.3K
|
23.6K
$2.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
561+ 19.25% |
$41K - $50.6K
|
3.48K
$322K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.06KNew |
$443K - $547K
|
6.06K
$561K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-18- 0.13% |
$1.31K - $1.62K
|
13.5K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
3.35K+ 11.5% |
$244K - $302K
|
32.4K
$3M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-145- 2.22% |
$10.6K - $13.1K
|
6.38K
$590K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.01KNew |
$219K - $271K
|
3.01K
$278K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
28.1KNew |
$2.05M - $2.53M
|
28.1K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.1K+ 18.8% |
$80.3K - $99.2K
|
6.95K
$643K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-7.4K- 32.62% |
$540K - $668K
|
15.3K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.39K+ 29.13% |
$101K - $125K
|
6.15K
$569K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.61K+ 88.86% |
$264K - $326K
|
7.68K
$710K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-39- 0.37% |
$2.85K - $3.52K
|
10.4K
$960K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-77- 4.71% |
$5.62K - $6.95K
|
1.56K
$144K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-25- 0.48% |
$1.83K - $2.26K
|
5.16K
$477K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
10.7K+ 10.06% |
$781K - $964K
|
117K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-17- 0.87% |
$1.24K - $1.53K
|
1.94K
$179K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-674- 4.66% |
$49.2K - $60.8K
|
13.8K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-261- 9.34% |
$19.1K - $23.5K
|
2.53K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
97.9KNew |
$7.15M - $8.83M
|
97.9K
$9.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-824- 2.98% |
$60.2K - $74.3K
|
26.8K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
122+ 4.53% |
$8.91K - $11K
|
2.82K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.49K- 6.65% |
$182K - $225K
|
35K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.29K+ 0.69% |
$93.9K - $116K
|
189K
$17.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-843- 22.13% |
$61.6K - $76.1K
|
2.97K
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-48- 5.27% |
$3.5K - $4.33K
|
862
$79.8K
|