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 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4+ 2.0% |
$292 - $361
|
204
$18.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-11- 0.45% |
$803 - $992
|
2.44K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$3.21K - $3.97K
|
44
$4.07K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.08K- 2.78% |
$590K - $729K
|
283K
$26.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-633- 13.9% |
$46.2K - $57.1K
|
3.92K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.67K- 1.16% |
$122K - $150K
|
142K
$13.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
52.1K+ 37.32% |
$3.81M - $4.7M
|
192K
$17.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
35.3K+ 53.72% |
$2.58M - $3.19M
|
101K
$9.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.79KNew |
$715K - $883K
|
9.79K
$906K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.04K+ 6.73% |
$76.2K - $94.2K
|
16.6K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-255- 0.86% |
$18.6K - $23K
|
29.3K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 7.84% |
$80.9K - $100K
|
15.2K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-459- 1.94% |
$33.5K - $41.4K
|
23.2K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.6K- 10.99% |
$555K - $686K
|
61.5K
$5.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.2% |
$1.24K - $1.53K
|
8.58K
$794K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 3.07% |
$114K - $141K
|
49.1K
$4.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.26K+ 10.11% |
$91.9K - $113K
|
13.7K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$7.3K - $9.02K
|
100
$9.25K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.66K- 17.56% |
$121K - $150K
|
7.81K
$722K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
140+ 152.17% |
$10.2K - $12.6K
|
232
$21.5K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-615- 5.84% |
$44.9K - $55.5K
|
9.91K
$917K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.34K+ 14.35% |
$244K - $301K
|
26.6K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
63.9K+ 276.9% |
$4.66M - $5.76M
|
86.9K
$8.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.11K+ 72.01% |
$665K - $822K
|
21.8K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11KNew |
$801K - $990K
|
11K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.77K+ 7.62% |
$129K - $160K
|
25K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.62K+ 8.95% |
$119K - $147K
|
19.8K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.72K+ 33.15% |
$491K - $606K
|
27K
$2.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.03K- 29.81% |
$75K - $92.7K
|
2.42K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
800New |
$58.4K - $72.2K
|
800
$74K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.28K+ 12.28% |
$93.8K - $116K
|
11.7K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2K+ 6.24% |
$146K - $180K
|
34K
$3.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-298- 27.16% |
$21.8K - $26.9K
|
799
$73.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-594- 17.15% |
$43.4K - $53.6K
|
2.87K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
396+ 3.65% |
$28.9K - $35.7K
|
11.2K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
31+ 1.2% |
$2.26K - $2.8K
|
2.61K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-830- 3.13% |
$60.6K - $74.9K
|
25.7K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-202- 7.87% |
$14.8K - $18.2K
|
2.36K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.67KNew |
$706K - $872K
|
9.67K
$895K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 33.33% |
$73 - $90.2
|
2
$185
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.08K- 6.81% |
$152K - $188K
|
28.5K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-593K- 46.01% |
$43.3M - $53.5M
|
696K
$64.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-315- 1.28% |
$23K - $28.4K
|
24.3K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.97K- 11.47% |
$582K - $719K
|
61.6K
$5.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
286+ 5.11% |
$20.9K - $25.8K
|
5.88K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-53- 12.99% |
$3.87K - $4.78K
|
355
$32.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
104+ 1.89% |
$7.59K - $9.38K
|
5.61K
$519K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
416+ 1.26% |
$30.4K - $37.5K
|
33.6K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.21K- 10.72% |
$88.3K - $109K
|
10.1K
$932K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.48K+ 1.28% |
$181K - $224K
|
197K
$18.2M
|