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 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.62K- 49.8% |
$122K - $138K
|
1.64K
$146K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.18K- 4.74% |
$88.7K - $99.9K
|
23.7K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 33.35% |
$1.28M - $1.44M
|
67.7K
$6.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-256- 22.98% |
$19.3K - $21.7K
|
858
$76.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.04K+ 17.36% |
$304K - $343K
|
27.3K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.21K- 3.36% |
$618K - $696K
|
236K
$21M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-631- 2.37% |
$47.5K - $53.5K
|
26K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
260+ 0.86% |
$19.6K - $22K
|
30.6K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.37K+ 2.42% |
$103K - $116K
|
58.1K
$5.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.55KNew |
$192K - $216K
|
2.55K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
375+ 3.12% |
$28.2K - $31.8K
|
12.4K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.48K+ 20.1% |
$639K - $719K
|
50.7K
$4.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.51K- 51.63% |
$491K - $552K
|
6.1K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19.6K- 38.08% |
$1.48M - $1.66M
|
31.9K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.86K+ 5.33% |
$668K - $751K
|
175K
$15.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.45KNew |
$185K - $208K
|
2.45K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-946- 7.01% |
$71.3K - $80.2K
|
12.6K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-14K- 12.34% |
$1.06M - $1.19M
|
99.8K
$8.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
155New |
$11.7K - $13.1K
|
155
$13.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-468- 12.14% |
$35.2K - $39.7K
|
3.39K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.47K- 10.66% |
$337K - $379K
|
37.5K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.58KNew |
$194K - $218K
|
2.58K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 0.86% |
$1.88K - $2.12K
|
2.92K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-91.4K- 6.62% |
$6.88M - $7.75M
|
1.29M
$115M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-50- 0.19% |
$3.77K - $4.24K
|
26.5K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
6.23KNew |
$469K - $528K
|
6.23K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
165+ 4.3% |
$12.4K - $14K
|
4K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-615- 3.09% |
$46.3K - $52.1K
|
19.3K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.3K- 8.1% |
$173K - $195K
|
26.1K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-92- 0.27% |
$6.93K - $7.8K
|
33.9K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42.4K- 58.94% |
$3.19M - $3.6M
|
29.5K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.58K- 9.34% |
$270K - $303K
|
34.8K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-138- 2.98% |
$10.4K - $11.7K
|
4.5K
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-65- 53.72% |
$4.9K - $5.51K
|
56
$4.99K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-284- 0.93% |
$21.4K - $24.1K
|
30.3K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5K+ 141.75% |
$376K - $424K
|
8.52K
$759K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-614- 4.32% |
$46.2K - $52K
|
13.6K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 24.85% |
$76.8K - $86.5K
|
5.13K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-293- 6.08% |
$22.1K - $24.8K
|
4.53K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 9.81% |
$92.4K - $104K
|
11.3K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
725+ 6.4% |
$54.6K - $61.5K
|
12K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.9K+ 9.27% |
$817K - $920K
|
128K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-948- 3.71% |
$71.4K - $80.4K
|
24.6K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 1.46% |
$7.53K - $8.48K
|
6.77K
$603K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
764+ 3.24% |
$57.5K - $64.8K
|
24.4K
$2.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
418+ 1.28% |
$31.5K - $35.4K
|
33.1K
$2.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-19- 2.2% |
$1.43K - $1.61K
|
844
$75.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-332- 8.66% |
$25K - $28.1K
|
3.5K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-11- 1.95% |
$829 - $932
|
553
$49.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.14K- 11.88% |
$161K - $182K
|
15.9K
$1.42M
|