Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-689- 18.9% |
$52.1K - $58.5K
|
2.96K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-675- 14.11% |
$51.1K - $57.3K
|
4.11K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-667- 53.27% |
$50.4K - $56.6K
|
585
$45.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-663- 22.03% |
$50.1K - $56.3K
|
2.35K
$182K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-653- 2.78% |
$49.4K - $55.4K
|
22.8K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-633- 0.04% |
$47.9K - $53.7K
|
1.46M
$114M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-592- 17.25% |
$44.8K - $50.3K
|
2.84K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-572- 0.76% |
$43.3K - $48.6K
|
74.9K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-548- 6.57% |
$41.4K - $46.5K
|
7.79K
$604K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-519- 19.0% |
$39.3K - $44.1K
|
2.21K
$172K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-496- 8.09% |
$37.5K - $42.1K
|
5.63K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-468- 3.36% |
$35.4K - $39.7K
|
13.5K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-432- 4.27% |
$32.7K - $36.7K
|
9.68K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-415- 1.15% |
$31.4K - $35.2K
|
35.6K
$2.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-407- 32.38% |
$30.8K - $34.6K
|
850
$65.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-400- 1.73% |
$30.3K - $34K
|
22.8K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-374- 7.19% |
$28.3K - $31.7K
|
4.83K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-360- 0.22% |
$27.2K - $30.6K
|
164K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-329- 38.12% |
$24.9K - $27.9K
|
534
$41.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-293- 2.98% |
$22.2K - $24.9K
|
9.56K
$741K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-286- 5.07% |
$21.6K - $24.3K
|
5.36K
$415K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-276- 1.21% |
$20.9K - $23.4K
|
22.6K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-260- 0.49% |
$19.7K - $22.1K
|
53.2K
$4.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-258- 4.08% |
$19.5K - $21.9K
|
6.07K
$471K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-243- 7.82% |
$18.4K - $20.6K
|
2.86K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-240- 3.8% |
$18.2K - $20.4K
|
6.07K
$471K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-239- 1.02% |
$18.1K - $20.3K
|
23.2K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-200- 0.85% |
$15.1K - $17K
|
23.4K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-191- 4.72% |
$14.4K - $16.2K
|
3.86K
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-173- 28.36% |
$13.1K - $14.7K
|
437
$33.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-170- 6.45% |
$12.9K - $14.4K
|
2.47K
$191K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-159- 4.15% |
$12K - $13.5K
|
3.68K
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-157- 3.1% |
$11.9K - $13.3K
|
4.91K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-150- 5.18% |
$11.3K - $12.7K
|
2.75K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-142- 1.45% |
$10.7K - $12.1K
|
9.68K
$751K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-137- 0.39% |
$10.4K - $11.6K
|
35.2K
$2.73M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-135- 3.85% |
$10.2K - $11.5K
|
3.37K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-131- 13.69% |
$9.91K - $11.1K
|
826
$64K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-122- 4.38% |
$9.23K - $10.4K
|
2.67K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-121- 1.8% |
$9.15K - $10.3K
|
6.59K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-120- 1.6% |
$9.08K - $10.2K
|
7.38K
$572K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-120- 1.82% |
$9.08K - $10.2K
|
6.48K
$503K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-113- 7.75% |
$8.55K - $9.59K
|
1.35K
$104K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-111- 0.64% |
$8.39K - $9.42K
|
17.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-106- 0.41% |
$8.02K - $9K
|
26K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-104- 0.36% |
$7.87K - $8.83K
|
29K
$2.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-100- 1.6% |
$7.56K - $8.49K
|
6.15K
$477K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 2.25% |
$7.26K - $8.15K
|
4.17K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-96- 1.23% |
$7.26K - $8.15K
|
7.71K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.78% |
$6.35K - $7.13K
|
10.6K
$823K
|