Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGD)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
27.4KNew |
$1.53M - $1.86M
|
27.4K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.29KNew |
$519K - $632K
|
9.29K
$720K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
8.89KNew |
$496K - $604K
|
8.89K
$689K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
5.92KNew |
$331K - $402K
|
5.92K
$459K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.17KNew |
$289K - $351K
|
5.17K
$401K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.81KNew |
$268K - $327K
|
4.81K
$373K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.09KNew |
$228K - $278K
|
4.09K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.38KNew |
$189K - $230K
|
3.38K
$262K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
3.23KNew |
$180K - $220K
|
3.23K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.86KNew |
$104K - $126K
|
1.86K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.67K+ 18.99% |
$93K - $113K
|
10.4K
$809K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.65KNew |
$92.2K - $112K
|
1.65K
$128K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.48KNew |
$82.6K - $101K
|
1.48K
$115K
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
625+ 5.42% |
$34.9K - $42.5K
|
12.2K
$942K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
479New |
$26.7K - $32.6K
|
479
$37.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
405+ 4.39% |
$22.6K - $27.5K
|
9.63K
$747K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
403New |
$22.5K - $27.4K
|
403
$31.2K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
390New |
$21.8K - $26.5K
|
390
$30.2K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
122New |
$6.81K - $8.29K
|
122
$9.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
54New |
$3.01K - $3.67K
|
54
$4.19K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27New |
$1.51K - $1.83K
|
27
$2.09K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
12+ 400.0% |
$670 - $816
|
15
$1.16K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6New |
$335 - $408
|
6
$465
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 6.98% |
$167 - $204
|
46
$3.57K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.3KNew |
$1.69M - $2.03M
|
30.3K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24.8K+ 8.58% |
$1.38M - $1.66M
|
313K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.83KNew |
$381K - $459K
|
6.83K
$530K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.65KNew |
$371K - $447K
|
6.65K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.56K+ 3.07% |
$198K - $239K
|
119K
$9.25M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.53K+ 0.85% |
$141K - $170K
|
300K
$23.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.23K+ 33.37% |
$124K - $150K
|
8.91K
$691K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
747+ 5.18% |
$41.6K - $50.2K
|
15.2K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
711New |
$39.6K - $47.8K
|
711
$55.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
307New |
$17.1K - $20.6K
|
307
$23.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
300New |
$16.7K - $20.2K
|
300
$23.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
263+ 2.36% |
$14.7K - $17.7K
|
11.4K
$885K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
167New |
$9.31K - $11.2K
|
167
$12.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
150New |
$8.36K - $10.1K
|
150
$11.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102New |
$5.69K - $6.85K
|
102
$7.91K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
19+ 0.46% |
$1.06K - $1.28K
|
4.17K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.48% |
$167 - $202
|
630
$48.8K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
3.69K+ 89.46% |
$227K - $275K
|
7.8K
$605K
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3.35KNew |
$206K - $250K
|
3.35K
$260K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.62K+ 18.42% |
$161K - $195K
|
16.8K
$1.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.78KNew |
$110K - $133K
|
1.78K
$138K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$69.2K - $83.8K
|
1.12K
$87K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
882+ 136.53% |
$54.4K - $65.9K
|
1.53K
$118K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
597+ 6.53% |
$36.8K - $44.6K
|
9.74K
$755K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
557New |
$34.3K - $41.6K
|
557
$43.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
446New |
$27.5K - $33.3K
|
446
$34.6K
|
|