Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

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
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
692
New
$52.7K - $57K
692 $64K
Aug 14, 2024 Q2 2024
Regis Acquisition Inc.

Denver, CO
BUY
 -
618
+ 14.93%
$47.1K - $50.9K
4.76K $440K
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 CALL
600
New
$45.7K - $49.4K
600 $55.5K
Aug 13, 2024 Q2 2024
Tcwp LLC

Tampa, FL
BUY
 -
410
+ 12.49%
$31.3K - $33.8K
3.69K $342K
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
365
+ 47.28%
$27.8K - $30.1K
1.14K $105K
Jul 22, 2024 Q2 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
354
+ 97.25%
$27K - $29.2K
718 $66.4K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
156
New
$11.9K - $12.8K
156 $14.4K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
105
New
$8K - $8.65K
105 $9.71K
Jul 10, 2024 Q2 2024
Founders Capital Management

BUY
 -
73
New
$5.56K - $6.01K
73 $6.75K
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

BUY
 -
61
+ 12.06%
$4.65K - $5.02K
567 $52.5K
Aug 05, 2024 Q2 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
25
+ 1.89%
$1.91K - $2.06K
1.35K $125K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
16
New
$1.22K - $1.32K
16 $1.48K
Aug 09, 2024 Q2 2024
Redw Wealth LLC

BUY
 -
8
+ 0.05%
$610 - $659
17.6K $1.62M
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
3
New
$229 - $247
3 $278
Jul 23, 2024 Q2 2024
Psi Advisors, LLC

BUY
 -
2
+ 3.03%
$152 - $165
68 $6.29K
Q1 2024
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
46.9K
New
$3.45M - $3.76M
46.9K $4.34M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
7.75K
+ 197.23%
$569K - $621K
11.7K $1.08M
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.97K
New
$291K - $318K
3.97K $367K
May 09, 2024 Q1 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
3.79K
New
$278K - $304K
3.79K $351K
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
3.77K
New
$276K - $302K
3.77K $349K
May 09, 2024 Q1 2024
Bright Financial Advisors, Inc.

Portage, MI
BUY
 -
2.71K
New
$199K - $217K
2.71K $251K
May 14, 2024 Q1 2024
Legacy Financial Advisors, Inc.

BUY
 -
2.54K
New
$187K - $204K
2.54K $235K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
967
New
$71K - $77.5K
967 $89.5K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
292
New
$21.4K - $23.4K
292 $27K
Mar 11, 2025 Q1 2024
Private Capital Management LLC

BUY
 -
140
+ 3.58%
$10.3K - $11.2K
4.05K $375K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
92
+ 23.0%
$6.75K - $7.38K
492 $45.5K
Apr 23, 2024 Q1 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
51
New
$3.74K - $4.09K
51 $4.72K
May 03, 2024 Q1 2024
ETF Portfolio Partners, Inc.

BUY
 -
41
+ 1.14%
$3.01K - $3.29K
3.64K $337K
Apr 25, 2024 Q1 2024
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
40
+ 1.37%
$2.94K - $3.21K
2.96K $274K
Apr 23, 2024 Q1 2024
Sage Mountain Advisors LLC

BUY
 -
19
+ 14.96%
$1.39K - $1.52K
146 $13.5K
Q4 2023
Jan 30, 2024 Q4 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
139K
New
$9.14M - $10.5M
139K $12.8M
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
24.7K
+ 28.82%
$1.62M - $1.87M
110K $10.2M
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

BUY
 -
6.43K
New
$424K - $487K
6.43K $595K
Feb 13, 2024 Q4 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
5.88K
New
$387K - $445K
5.88K $544K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
4.4K
New
$290K - $333K
4.4K $407K
Feb 13, 2024 Q4 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
3.32K
New
$219K - $251K
3.32K $307K
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3.12K
New
$206K - $236K
3.12K $289K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
2.7K
New
$178K - $204K
2.7K $250K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
2.15K
+ 3.06%
$142K - $163K
72.6K $6.72M
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.24K
+ 130.74%
$81.8K - $94K
2.19K $203K
Feb 05, 2024 Q4 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
1.21K
+ 6.94%
$80K - $91.9K
18.7K $1.73M
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
1.21K
New
$79.7K - $91.5K
1.21K $112K
Feb 02, 2024 Q4 2023
Evolution Advisers, Inc.

BUY
 -
650
New
$42.8K - $49.2K
650 $60.1K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
584
+ 3.93%
$38.5K - $44.2K
15.5K $1.43M
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
511
New
$33.7K - $38.7K
511 $47.3K
Jan 10, 2024 Q4 2023
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
455
New
$30K - $34.4K
455 $42.1K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
403
New
$26.6K - $30.5K
403 $37.3K
Feb 09, 2024 Q4 2023
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
323
New
$21.3K - $24.5K
323 $29.9K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
304
New
$20K - $23K
304 $28.1K

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