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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
424+ 7.2% |
$26.1K - $31.7K
|
6.31K
$489K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
288New |
$17.8K - $21.5K
|
288
$22.3K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
249New |
$15.3K - $18.6K
|
249
$19.3K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
246+ 0.93% |
$15.2K - $18.4K
|
26.7K
$2.07M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
236+ 7.56% |
$14.5K - $17.6K
|
3.36K
$260K
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
236New |
$14.5K - $17.6K
|
236
$18.3K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
223New |
$13.7K - $16.7K
|
223
$17.3K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
67New |
$4.13K - $5K
|
67
$5.19K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.48K - $1.79K
|
24
$1.86K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 2.23% |
$1.23K - $1.49K
|
917
$71.1K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$1.17K - $1.42K
|
19
$1.47K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$308 - $373
|
5
$388
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$123 - $149
|
2
$155
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
1+ 6.25% |
$61.6 - $74.7
|
17
$1.32K
|
|
Q1 2022 | |||||||
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200+ 17.23% |
$13.4K - $16.1K
|
1.36K
$106K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.93% |
$336 - $402
|
545
$42.3K
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.05% |
$134 - $161
|
3.87K
$300K
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
126KNew |
$9.68M - $10.4M
|
126K
$9.79M
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
229New |
$17.6K - $18.9K
|
229
$17.8K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
220New |
$16.9K - $18.1K
|
220
$17.1K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
80New |
$6.13K - $6.59K
|
80
$6.2K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 50.0% |
$383 - $412
|
15
$1.16K
|
|
Q3 2021 | |||||||
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
28.4K+ 79.11% |
$2.19M - $2.34M
|
64.3K
$4.99M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.71K+ 113.61% |
$363K - $388K
|
8.85K
$686K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.78KNew |
$291K - $312K
|
3.78K
$293K
|
|
Q2 2021 | |||||||
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
734+ 299.59% |
$56.4K - $60.3K
|
979
$75.9K
|
|
Q1 2021 | |||||||
Apr 13, 2021
Q1 2021
|
Chicago Capital, LLC
|
BUY
|
- |
5.87KNew |
$424K - $451K
|
5.87K
$455K
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
54New |
$3.91K - $4.15K
|
54
$4.19K
|
|
Q4 2020 | |||||||
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
7.58KNew |
$463K - $558K
|
7.58K
$587K
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.5KNew |
$275K - $331K
|
4.5K
$349K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
28.9KNew |
$1.46M - $1.86M
|
28.9K
$2.24M
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
117+ 27.27% |
$6.46K - $7.76K
|
546
$42.3K
|