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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
1.49K+ 28.53% |
$98.5K - $108K
|
6.69K
$619K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.25KNew |
$83.1K - $90.8K
|
1.25K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.09K+ 25.82% |
$71.9K - $78.5K
|
5.29K
$489K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
760+ 0.45% |
$50.4K - $55K
|
170K
$15.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
721New |
$47.8K - $52.2K
|
721
$66.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
592New |
$39.2K - $42.9K
|
592
$54.8K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
489+ 15.49% |
$32.4K - $35.4K
|
3.65K
$337K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
190+ 2.35% |
$12.6K - $13.8K
|
8.29K
$767K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
90New |
$5.96K - $6.52K
|
90
$8.33K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 4.44% |
$2.72K - $2.97K
|
964
$89.2K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
32+ 0.3% |
$2.12K - $2.32K
|
10.7K
$988K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27New |
$1.79K - $1.95K
|
27
$2.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
23New |
$1.52K - $1.66K
|
23
$2.13K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
22New |
$1.46K - $1.59K
|
22
$2.04K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
BUY
|
- |
673KNew |
$37.6M - $45.7M
|
673K
$62.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
135K+ 2.2% |
$7.56M - $9.2M
|
6.28M
$581M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
96K+ 134.65% |
$5.36M - $6.53M
|
167K
$15.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.29KNew |
$519K - $632K
|
9.29K
$860K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
5.92KNew |
$331K - $402K
|
5.92K
$548K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.17KNew |
$289K - $351K
|
5.17K
$478K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.81KNew |
$268K - $327K
|
4.81K
$445K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.09KNew |
$228K - $278K
|
4.09K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.38KNew |
$189K - $230K
|
3.38K
$313K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
3.23KNew |
$180K - $220K
|
3.23K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.86KNew |
$104K - $126K
|
1.86K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.67K+ 18.99% |
$93K - $113K
|
10.4K
$966K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.65KNew |
$92.2K - $112K
|
1.65K
$153K
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
625+ 5.42% |
$34.9K - $42.5K
|
12.2K
$1.12M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
479New |
$26.7K - $32.6K
|
479
$44.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
405+ 4.39% |
$22.6K - $27.5K
|
9.63K
$891K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
403New |
$22.5K - $27.4K
|
403
$37.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
390New |
$21.8K - $26.5K
|
390
$36.1K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
122New |
$6.81K - $8.29K
|
122
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
54New |
$3.01K - $3.67K
|
54
$5K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27New |
$1.51K - $1.83K
|
27
$2.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
12+ 400.0% |
$670 - $816
|
15
$1.39K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6New |
$335 - $408
|
6
$555
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 6.98% |
$167 - $204
|
46
$4.26K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.3KNew |
$1.69M - $2.03M
|
30.3K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24.8K+ 8.58% |
$1.38M - $1.66M
|
313K
$29M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.83KNew |
$381K - $459K
|
6.83K
$632K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.65KNew |
$371K - $447K
|
6.65K
$615K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.56K+ 3.07% |
$198K - $239K
|
119K
$11M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.53K+ 0.85% |
$141K - $170K
|
300K
$27.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.23K+ 33.37% |
$124K - $150K
|
8.91K
$825K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
747+ 5.18% |
$41.6K - $50.2K
|
15.2K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
711New |
$39.6K - $47.8K
|
711
$65.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
307New |
$17.1K - $20.6K
|
307
$28.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
300New |
$16.7K - $20.2K
|
300
$27.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
263+ 2.36% |
$14.7K - $17.7K
|
11.4K
$1.06M
|
|