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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.89K- 3.59% |
$669K - $753K
|
238K
$21.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.02KNew |
$152K - $171K
|
2.02K
$180K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
69+ 0.56% |
$5.2K - $5.85K
|
12.4K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.07K- 13.95% |
$80.6K - $90.7K
|
6.6K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
7.54KNew |
$568K - $639K
|
7.54K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-661- 8.2% |
$49.8K - $56K
|
7.4K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-183- 1.61% |
$13.8K - $15.5K
|
11.2K
$998K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-224- 5.68% |
$16.9K - $19K
|
3.72K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
70+ 0.22% |
$5.27K - $5.93K
|
32.3K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
508+ 10.39% |
$38.3K - $43.1K
|
5.4K
$481K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.83K- 1.69% |
$514K - $579K
|
397K
$35.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-120- 2.14% |
$9.04K - $10.2K
|
5.48K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
472+ 5.04% |
$35.6K - $40K
|
9.83K
$875K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.3K+ 42.6% |
$773K - $871K
|
34.4K
$3.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-362- 12.12% |
$27.3K - $30.7K
|
2.63K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
147+ 3.77% |
$11.1K - $12.5K
|
4.05K
$360K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-259- 0.61% |
$19.5K - $22K
|
41.9K
$3.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-146K- 12.16% |
$11M - $12.4M
|
1.05M
$93.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-32.4K- 7.96% |
$2.44M - $2.74M
|
374K
$33.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 0.2% |
$979 - $1.1K
|
6.61K
$588K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.09K+ 29.83% |
$82.4K - $92.7K
|
4.76K
$424K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.03K- 5.89% |
$304K - $342K
|
64.4K
$5.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.6K- 5.15% |
$796K - $896K
|
195K
$17.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-254- 18.9% |
$19.1K - $21.5K
|
1.09K
$97.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
334+ 10.76% |
$25.2K - $28.3K
|
3.44K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-839- 10.54% |
$63.2K - $71.1K
|
7.12K
$634K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.26% |
$1.05K - $1.19K
|
5.4K
$481K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
4.4K+ 5.58% |
$332K - $373K
|
83.4K
$7.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.41K+ 5.17% |
$106K - $120K
|
28.7K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.7KNew |
$203K - $229K
|
2.7K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.94K+ 60.51% |
$297K - $334K
|
10.5K
$931K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
143+ 5.54% |
$10.8K - $12.1K
|
2.72K
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-297- 14.8% |
$22.4K - $25.2K
|
1.71K
$152K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29.7K- 9.12% |
$2.24M - $2.52M
|
296K
$26.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13.8K- 18.83% |
$1.04M - $1.17M
|
59.7K
$5.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.63K- 8.76% |
$500K - $562K
|
69.1K
$6.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-803- 14.89% |
$60.5K - $68.1K
|
4.59K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-312- 2.28% |
$23.5K - $26.4K
|
13.4K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
146+ 5.46% |
$11K - $12.4K
|
2.82K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
18+ 0.44% |
$1.36K - $1.53K
|
4.09K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
118+ 0.12% |
$8.89K - $10K
|
95.6K
$8.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-346- 50.0% |
$26.1K - $29.3K
|
346
$30.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
975+ 4.12% |
$73.4K - $82.7K
|
24.6K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-22- 0.69% |
$1.66K - $1.86K
|
3.16K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.86K- 38.6% |
$216K - $243K
|
4.55K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-122- 3.25% |
$9.19K - $10.3K
|
3.64K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-147- 1.53% |
$11.1K - $12.5K
|
9.47K
$843K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 1.04% |
$377 - $424
|
475
$42.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
150+ 9.52% |
$11.3K - $12.7K
|
1.73K
$154K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-94- 1.35% |
$7.08K - $7.97K
|
6.85K
$610K
|