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 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-10- 0.08% |
$756 - $849
|
12.4K
$962K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.35K- 23.69% |
$329K - $370K
|
14K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.05K- 16.15% |
$79.4K - $89.1K
|
5.45K
$423K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-200- 0.85% |
$15.1K - $17K
|
23.4K
$1.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.45K- 54.43% |
$336K - $377K
|
3.72K
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-653- 2.78% |
$49.4K - $55.4K
|
22.8K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.35K- 6.18% |
$102K - $115K
|
20.5K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-407- 32.38% |
$30.8K - $34.6K
|
850
$65.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-142- 1.45% |
$10.7K - $12.1K
|
9.68K
$751K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
686+ 10.97% |
$51.9K - $58.2K
|
6.94K
$538K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.55K+ 2.55% |
$344K - $386K
|
183K
$14.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-73- 1.03% |
$5.52K - $6.2K
|
6.99K
$542K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
76+ 0.57% |
$5.75K - $6.45K
|
13.4K
$1.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.89K+ 9.69% |
$143K - $160K
|
21.4K
$1.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
182+ 0.39% |
$13.8K - $15.4K
|
46.5K
$3.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
41+ 1.59% |
$3.1K - $3.48K
|
2.62K
$203K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.27K- 23.24% |
$96.3K - $108K
|
4.21K
$326K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
44KNew |
$3.32M - $3.73M
|
44K
$3.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.65K- 4.22% |
$124K - $140K
|
37.3K
$2.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
222+ 0.26% |
$16.8K - $18.8K
|
85.2K
$6.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
28+ 2.93% |
$2.12K - $2.38K
|
984
$76.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
19+ 0.21% |
$1.44K - $1.61K
|
9.23K
$715K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.54K- 16.97% |
$344K - $386K
|
22.2K
$1.72M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-60- 1.15% |
$4.54K - $5.09K
|
5.17K
$401K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
6.28K+ 1.65% |
$475K - $533K
|
388K
$30.1M
|
|
| Q2 2024 | |||||||
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
457+ 0.83% |
$34.8K - $37.6K
|
55.4K
$4.29M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-115- 0.5% |
$8.77K - $9.47K
|
23K
$1.78M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
272+ 0.48% |
$20.7K - $22.4K
|
56.8K
$4.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
692New |
$52.7K - $57K
|
692
$53.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-52- 1.17% |
$3.96K - $4.28K
|
4.39K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48New |
$3.66K - $3.95K
|
48
$3.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.03% |
$305 - $329
|
14.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 8.33% |
$2.29K - $2.47K
|
330
$25.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
9.87KNew |
$752K - $813K
|
9.87K
$765K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-337- 15.2% |
$25.7K - $27.8K
|
1.88K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-127- 20.89% |
$9.68K - $10.5K
|
481
$37.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
663+ 14.74% |
$50.5K - $54.6K
|
5.16K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
666+ 1.82% |
$50.8K - $54.9K
|
37.3K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
43+ 0.58% |
$3.28K - $3.54K
|
7.4K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.56KNew |
$271K - $293K
|
3.56K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
41+ 2.61% |
$3.13K - $3.38K
|
1.61K
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
618+ 14.93% |
$47.1K - $50.9K
|
4.76K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
135+ 1.52% |
$10.3K - $11.1K
|
9.01K
$698K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-21- 1.26% |
$1.6K - $1.73K
|
1.65K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
600New |
$45.7K - $49.4K
|
600
$46.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35+ 1.84% |
$2.67K - $2.88K
|
1.94K
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$152 - $165
|
1.53K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 1.48% |
$229 - $247
|
206
$16K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.59K+ 5.62% |
$121K - $131K
|
29.8K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.02% |
$76.2 - $82.4
|
4.89K
$379K
|
|