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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
382+ 7.95% |
$28.9K - $32.4K
|
5.19K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
377New |
$28.5K - $32K
|
377
$29.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
369+ 1.65% |
$27.9K - $31.3K
|
22.7K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
362+ 3.7% |
$27.4K - $30.7K
|
10.1K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
357+ 8.63% |
$27K - $30.3K
|
4.5K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
348+ 3.5% |
$26.3K - $29.5K
|
10.3K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
328+ 11.88% |
$24.8K - $27.8K
|
3.09K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
328+ 4.01% |
$24.8K - $27.8K
|
8.51K
$660K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
320+ 4.62% |
$24.2K - $27.2K
|
7.24K
$562K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
316+ 0.61% |
$23.9K - $26.8K
|
52.5K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
310+ 0.99% |
$23.4K - $26.3K
|
31.5K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
301+ 68.88% |
$22.8K - $25.6K
|
738
$57.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
300+ 2.8% |
$22.7K - $25.5K
|
11K
$855K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
300+ 9.68% |
$22.7K - $25.5K
|
3.4K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
300+ 2.02% |
$22.7K - $25.5K
|
15.1K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
299+ 1.59% |
$22.6K - $25.4K
|
19.1K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
286+ 7.6% |
$21.6K - $24.3K
|
4.05K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
276+ 0.6% |
$20.9K - $23.4K
|
46.6K
$3.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
275+ 1.03% |
$20.8K - $23.3K
|
27.1K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
273+ 0.71% |
$20.6K - $23.2K
|
38.9K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
269+ 2.22% |
$20.3K - $22.8K
|
12.4K
$962K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
254+ 9.56% |
$19.2K - $21.6K
|
2.91K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
252+ 151.81% |
$19.1K - $21.4K
|
418
$32.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
242+ 7.01% |
$18.3K - $20.5K
|
3.69K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
237+ 10.54% |
$17.9K - $20.1K
|
2.49K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
236+ 9.15% |
$17.8K - $20K
|
2.81K
$218K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
222+ 0.26% |
$16.8K - $18.8K
|
85.2K
$6.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
200+ 0.63% |
$15.1K - $17K
|
31.7K
$2.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
193+ 5.69% |
$14.6K - $16.4K
|
3.58K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
185+ 0.43% |
$14K - $15.7K
|
43K
$3.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
182+ 0.39% |
$13.8K - $15.4K
|
46.5K
$3.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181+ 0.96% |
$13.7K - $15.4K
|
19K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
180+ 7.11% |
$13.6K - $15.3K
|
2.71K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
176+ 0.49% |
$13.3K - $14.9K
|
35.8K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
160New |
$12.1K - $13.6K
|
160
$12.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
150+ 1.99% |
$11.3K - $12.7K
|
7.68K
$596K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 4.16% |
$11K - $12.4K
|
3.65K
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
143+ 3.67% |
$10.8K - $12.1K
|
4.04K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
135+ 3.48% |
$10.2K - $11.5K
|
4.02K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
131+ 1.35% |
$9.91K - $11.1K
|
9.87K
$765K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
126+ 2.3% |
$9.53K - $10.7K
|
5.61K
$435K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
124+ 3.65% |
$9.38K - $10.5K
|
3.52K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
122+ 1.43% |
$9.23K - $10.4K
|
8.63K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
120+ 1.45% |
$9.08K - $10.2K
|
8.4K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
110+ 2.96% |
$8.32K - $9.34K
|
3.82K
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
110+ 0.1% |
$8.32K - $9.34K
|
107K
$8.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
102+ 3.16% |
$7.71K - $8.66K
|
3.33K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
86+ 0.44% |
$6.5K - $7.3K
|
19.6K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
86+ 2.17% |
$6.5K - $7.3K
|
4.06K
$314K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83+ 0.83% |
$6.28K - $7.05K
|
10.1K
$786K
|