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 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
5.27K+ 60.18% |
$402K - $434K
|
14K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.21KNew |
$397K - $429K
|
5.21K
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.05KNew |
$309K - $334K
|
4.05K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
3.63K+ 49.77% |
$277K - $299K
|
10.9K
$847K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.56KNew |
$271K - $293K
|
3.56K
$276K
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.83K+ 44.82% |
$139K - $150K
|
5.9K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.69K+ 19.44% |
$129K - $139K
|
10.4K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.59K+ 5.62% |
$121K - $131K
|
29.8K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.34KNew |
$102K - $111K
|
1.34K
$104K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.25K+ 6.79% |
$95.2K - $103K
|
19.7K
$1.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
818+ 21.82% |
$62.3K - $67.4K
|
4.57K
$354K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
701+ 13.32% |
$53.4K - $57.7K
|
5.97K
$462K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
692New |
$52.7K - $57K
|
692
$53.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
666+ 1.82% |
$50.8K - $54.9K
|
37.3K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
663+ 14.74% |
$50.5K - $54.6K
|
5.16K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
618+ 14.93% |
$47.1K - $50.9K
|
4.76K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
600New |
$45.7K - $49.4K
|
600
$46.5K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
457+ 0.83% |
$34.8K - $37.6K
|
55.4K
$4.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
410+ 12.49% |
$31.3K - $33.8K
|
3.69K
$286K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
365+ 47.28% |
$27.8K - $30.1K
|
1.14K
$88.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
354+ 97.25% |
$27K - $29.2K
|
718
$55.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
344+ 309.91% |
$26.2K - $28.3K
|
455
$35.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
317+ 9.94% |
$24.2K - $26.1K
|
3.51K
$272K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
312+ 3.83% |
$23.8K - $25.7K
|
8.47K
$657K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
272+ 0.48% |
$20.7K - $22.4K
|
56.8K
$4.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
199+ 2.58% |
$15.2K - $16.4K
|
7.93K
$615K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
183New |
$13.9K - $15.1K
|
183
$14.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
156New |
$11.9K - $12.8K
|
156
$12.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
135+ 1.52% |
$10.3K - $11.1K
|
9.01K
$698K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
116+ 1.87% |
$8.84K - $9.55K
|
6.32K
$490K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
115New |
$8.77K - $9.47K
|
115
$8.92K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
105New |
$8K - $8.65K
|
105
$8.14K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
100+ 0.38% |
$7.62K - $8.24K
|
26.3K
$2.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
100+ 1.88% |
$7.62K - $8.24K
|
5.43K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
97+ 0.99% |
$7.39K - $7.99K
|
9.87K
$765K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
79+ 1.57% |
$6.02K - $6.51K
|
5.11K
$396K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
73New |
$5.56K - $6.01K
|
73
$5.66K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
68+ 1.87% |
$5.18K - $5.6K
|
3.7K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 1.88% |
$5.18K - $5.6K
|
3.69K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
61+ 12.06% |
$4.65K - $5.02K
|
567
$44K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
49+ 1.86% |
$3.73K - $4.04K
|
2.69K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48New |
$3.66K - $3.95K
|
48
$3.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
43+ 0.58% |
$3.28K - $3.54K
|
7.4K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
41+ 2.61% |
$3.13K - $3.38K
|
1.61K
$125K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 19.67% |
$2.74K - $2.96K
|
219
$17K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35+ 1.84% |
$2.67K - $2.88K
|
1.94K
$150K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25+ 1.89% |
$1.91K - $2.06K
|
1.35K
$104K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
17+ 0.4% |
$1.3K - $1.4K
|
4.22K
$327K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16New |
$1.22K - $1.32K
|
16
$1.24K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 1.84% |
$991 - $1.07K
|
720
$55.8K
|