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 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-10.2KClosed |
$765K - $861K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-32- 0.23% |
$2.41K - $2.71K
|
14.1K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
460+ 8.66% |
$34.6K - $39K
|
5.77K
$514K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
314+ 3.75% |
$23.7K - $26.6K
|
8.68K
$773K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.49K- 12.69% |
$188K - $211K
|
17.1K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
100+ 1.14% |
$7.53K - $8.48K
|
8.84K
$787K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-59- 6.79% |
$4.44K - $5K
|
810
$72.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-201- 2.46% |
$15.1K - $17K
|
7.96K
$709K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-298- 1.29% |
$22.4K - $25.3K
|
22.8K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.55K- 11.11% |
$418K - $470K
|
44.4K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-665- 12.86% |
$50.1K - $56.4K
|
4.51K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.86K+ 1.94% |
$140K - $158K
|
98K
$8.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-405- 3.44% |
$30.5K - $34.3K
|
11.4K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-40- 0.61% |
$3.01K - $3.39K
|
6.52K
$581K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
188+ 2.93% |
$14.2K - $15.9K
|
6.6K
$588K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4+ 0.73% |
$301 - $339
|
549
$48.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.26K- 26.08% |
$94.6K - $106K
|
3.56K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 1.44% |
$377 - $424
|
343
$30.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.78K- 2.24% |
$360K - $405K
|
209K
$18.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-2.49K- 5.6% |
$187K - $211K
|
41.9K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$452 - $509
|
4.05K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
400+ 5.0% |
$30.1K - $33.9K
|
8.4K
$747K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.1K+ 21.24% |
$758K - $853K
|
57.4K
$5.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.41K- 7.21% |
$106K - $120K
|
18.1K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.33% |
$753 - $848
|
3.03K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-260- 6.1% |
$19.6K - $22K
|
4K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-107- 1.2% |
$8.06K - $9.07K
|
8.81K
$784K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.48K- 8.47% |
$262K - $295K
|
37.6K
$3.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-15- 0.29% |
$1.13K - $1.27K
|
5.18K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
12+ 0.23% |
$904 - $1.02K
|
5.16K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-527- 6.3% |
$39.7K - $44.7K
|
7.84K
$698K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
363+ 3.57% |
$27.3K - $30.8K
|
10.5K
$937K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-529- 14.91% |
$39.8K - $44.8K
|
3.02K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
32+ 0.11% |
$2.41K - $2.71K
|
29.1K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.11K- 26.1% |
$309K - $348K
|
11.6K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.45KNew |
$259K - $292K
|
3.45K
$307K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.99K- 6.53% |
$225K - $253K
|
42.8K
$3.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-492- 5.48% |
$37.1K - $41.7K
|
8.48K
$755K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
21.6K+ 17.76% |
$1.63M - $1.83M
|
143K
$12.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.23K- 10.17% |
$92.3K - $104K
|
10.8K
$964K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-370- 1.17% |
$27.9K - $31.4K
|
31.1K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.57KNew |
$193K - $218K
|
2.57K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-429- 1.86% |
$32.3K - $36.4K
|
22.7K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-19- 0.18% |
$1.43K - $1.61K
|
10.3K
$919K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.5K+ 4.1% |
$414K - $466K
|
140K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-85- 0.68% |
$6.4K - $7.21K
|
12.3K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
45.5K+ 11.92% |
$3.43M - $3.85M
|
427K
$38M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
845+ 7.16% |
$63.6K - $71.6K
|
12.6K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.99KNew |
$301K - $338K
|
3.99K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.6K+ 140.19% |
$723K - $814K
|
16.5K
$1.46M
|