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 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-705- 7.2% |
$53.3K - $59.8K
|
9.09K
$705K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
286+ 7.6% |
$21.6K - $24.3K
|
4.05K
$314K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-120- 1.82% |
$9.08K - $10.2K
|
6.48K
$503K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.37K+ 18.7% |
$104K - $116K
|
8.7K
$674K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.75KNew |
$208K - $233K
|
2.75K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
150+ 1.99% |
$11.3K - $12.7K
|
7.68K
$596K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
328+ 4.01% |
$24.8K - $27.8K
|
8.51K
$660K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-11- 0.35% |
$832 - $934
|
3.13K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 12.9% |
$1.51K - $1.7K
|
135
$10.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-933- 0.53% |
$70.6K - $79.2K
|
175K
$13.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 0.43% |
$681 - $764
|
2.09K
$162K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
535+ 0.47% |
$40.5K - $45.4K
|
115K
$8.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-675- 14.11% |
$51.1K - $57.3K
|
4.11K
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
777+ 3.41% |
$58.8K - $66K
|
23.5K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.03K+ 39.77% |
$77.5K - $87K
|
3.6K
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
494+ 21.07% |
$37.4K - $41.9K
|
2.84K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.34K- 63.78% |
$101K - $114K
|
760
$58.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
242+ 7.01% |
$18.3K - $20.5K
|
3.69K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.88K+ 8.14% |
$596K - $669K
|
105K
$8.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
25+ 0.56% |
$1.89K - $2.12K
|
4.53K
$351K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-788- 2.53% |
$59.6K - $66.9K
|
30.4K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
58+ 1.45% |
$4.39K - $4.92K
|
4.07K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-102K- 9.64% |
$7.73M - $8.68M
|
959K
$74.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
983+ 3.83% |
$74.3K - $83.4K
|
26.7K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.02K+ 430.08% |
$76.8K - $86.2K
|
1.25K
$97K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-592- 17.25% |
$44.8K - $50.3K
|
2.84K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.57K+ 3.36% |
$119K - $133K
|
48.3K
$3.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
185+ 0.43% |
$14K - $15.7K
|
43K
$3.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-717- 2.03% |
$54.2K - $60.9K
|
34.6K
$2.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$378 - $424
|
6.05K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-875- 6.1% |
$66.2K - $74.3K
|
13.5K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 23.32% |
$109K - $122K
|
7.62K
$590K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-69- 2.2% |
$5.22K - $5.86K
|
3.07K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-80- 2.66% |
$6.05K - $6.79K
|
2.93K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.64K+ 37.78% |
$351K - $394K
|
16.9K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
67+ 12.5% |
$5.07K - $5.69K
|
603
$46.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181+ 0.96% |
$13.7K - $15.4K
|
19K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-50.1K- 2.7% |
$3.79M - $4.25M
|
1.8M
$140M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.62K- 13.77% |
$349K - $392K
|
28.9K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-73- 1.69% |
$5.52K - $6.2K
|
4.25K
$330K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.46% |
$2.19K - $2.46K
|
2.01K
$156K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-135- 3.85% |
$10.2K - $11.5K
|
3.37K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
110+ 0.1% |
$8.32K - $9.34K
|
107K
$8.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33- 0.29% |
$2.5K - $2.8K
|
11.3K
$879K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 4.16% |
$11K - $12.4K
|
3.65K
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$191K - $215K
|
2.53K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
143+ 3.67% |
$10.8K - $12.1K
|
4.04K
$314K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-979- 12.17% |
$74K - $83.1K
|
7.07K
$548K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-276- 1.21% |
$20.9K - $23.4K
|
22.6K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.48K- 1.83% |
$112K - $126K
|
79.3K
$6.15M
|