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
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
219
New
$14.4K - $16.6K
219 $20.3K
Jan 18, 2024 Q4 2023
Washington Trust CO

BUY
 -
155
New
$10.2K - $11.7K
155 $14.3K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
148
New
$9.75K - $11.2K
148 $13.7K
Jan 30, 2024 Q4 2023
Bourgeon Capital Management LLC

BUY
 -
50
+ 3.61%
$3.3K - $3.79K
1.44K $133K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
44
New
$2.9K - $3.33K
44 $4.07K
Feb 09, 2024 Q4 2023
Lws Wealth Advisors, Inc.

BUY
 -
42
+ 1.26%
$2.77K - $3.18K
3.37K $312K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
34
New
$2.24K - $2.57K
34 $3.15K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
28
+ 1.44%
$1.85K - $2.12K
1.97K $182K
Q3 2023
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
35.4K
+ 20.02%
$2.44M - $2.65M
212K $19.7M
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
16.3K
New
$1.13M - $1.22M
16.3K $1.51M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
4.62K
New
$318K - $346K
4.62K $428K
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
3.94K
New
$271K - $295K
3.94K $365K
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
3.38K
New
$232K - $253K
3.38K $312K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
2.91K
+ 2.59%
$200K - $218K
115K $10.7M
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
733
+ 8.85%
$50.5K - $54.8K
9.02K $834K
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
647
New
$44.6K - $48.4K
647 $59.9K
Oct 26, 2023 Q3 2023
Verity Wealth Advisors

BUY
 -
568
+ 8.39%
$39.1K - $42.5K
7.34K $679K
Nov 09, 2023 Q3 2023
Virtus Family Office LLC

El Paso, TX
BUY
 -
387
+ 4.07%
$26.7K - $29K
9.89K $915K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
353
+ 8.81%
$24.3K - $26.4K
4.36K $404K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
321
New
$22.1K - $24K
321 $29.7K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
155
New
$10.7K - $11.6K
155 $14.3K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
45
New
$3.1K - $3.37K
45 $4.16K
Nov 13, 2023 Q3 2023
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
41
New
$2.82K - $3.07K
41 $3.79K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
16
New
$1.1K - $1.2K
16 $1.48K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
15
New
$1.03K - $1.12K
15 $1.39K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
10
+ 5.75%
$689 - $748
184 $17K
Q2 2023
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
16.4K
+ 31.57%
$1.16M - $1.22M
68.4K $6.33M
Aug 11, 2023 Q2 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
3.35K
New
$238K - $248K
3.35K $310K
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
2.93K
New
$208K - $218K
2.93K $271K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.99K
New
$141K - $148K
1.99K $184K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
1.89K
New
$134K - $140K
1.89K $175K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
1.22K
New
$86.8K - $90.7K
1.22K $113K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
635
New
$45.1K - $47.1K
635 $58.8K
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
91
+ 1.78%
$6.46K - $6.75K
5.21K $482K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
89
New
$6.32K - $6.6K
89 $8.23K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
45
New
$3.19K - $3.34K
45 $4.16K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
35
+ 1.29%
$2.48K - $2.6K
2.76K $255K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
14
New
$994 - $1.04K
14 $1.3K
Aug 02, 2023 Q2 2023
Keystone Financial Services

BUY
 -
8
+ 0.18%
$568 - $594
4.37K $404K
Jul 26, 2023 Q2 2023
West Wealth Group, LLC

BUY
 -
6
+ 0.19%
$426 - $445
3.1K $287K
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
1
New
$71 - $74.2
1 $92.5
Q1 2023
May 08, 2023 Q1 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
22.3K
+ 366.26%
$1.48M - $1.61M
28.4K $2.62M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
21.7K
New
$1.44M - $1.57M
21.7K $2.01M
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
5.36K
New
$355K - $388K
5.36K $496K
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
4.35K
New
$288K - $315K
4.35K $402K
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
3.28K
New
$217K - $238K
3.28K $304K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.17K
New
$210K - $229K
3.17K $293K
May 03, 2023 Q1 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
2.96K
New
$196K - $215K
2.96K $274K
Apr 17, 2023 Q1 2023
Northland Capital Management LLC

BUY
 -
2.86K
New
$189K - $207K
2.86K $264K

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