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 |
---|---|---|---|---|---|---|---|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-147- 0.46% |
$10.7K - $13.3K
|
31.7K
$2.93M
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-145- 2.22% |
$10.6K - $13.1K
|
6.38K
$590K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-144- 3.87% |
$10.5K - $13K
|
3.57K
$331K
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-123- 1.06% |
$8.98K - $11.1K
|
11.4K
$1.06M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-120- 0.02% |
$8.76K - $10.8K
|
550K
$50.8M
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-115- 4.59% |
$8.4K - $10.4K
|
2.39K
$221K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-105- 3.29% |
$7.67K - $9.47K
|
3.09K
$286K
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-105- 3.09% |
$7.67K - $9.47K
|
3.29K
$304K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 11.76% |
$7.3K - $9.02K
|
750
$69.4K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-83- 0.07% |
$6.06K - $7.49K
|
118K
$11M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-83- 0.1% |
$6.06K - $7.49K
|
83.8K
$7.75M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-77- 4.71% |
$5.62K - $6.95K
|
1.56K
$144K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-77- 8.05% |
$5.62K - $6.95K
|
880
$81.4K
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-61- 0.01% |
$4.45K - $5.5K
|
1.12M
$104M
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-59- 1.55% |
$4.31K - $5.32K
|
3.74K
$346K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-56- 1.92% |
$4.09K - $5.05K
|
2.87K
$265K
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-55- 0.51% |
$4.02K - $4.96K
|
10.8K
$1M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-53- 12.99% |
$3.87K - $4.78K
|
355
$32.8K
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 1.11% |
$3.65K - $4.51K
|
4.46K
$412K
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-48- 5.27% |
$3.5K - $4.33K
|
862
$79.8K
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-47- 0.52% |
$3.43K - $4.24K
|
8.91K
$824K
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-40- 0.36% |
$2.92K - $3.61K
|
11.2K
$1.03M
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-39- 0.37% |
$2.85K - $3.52K
|
10.4K
$960K
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26- 0.82% |
$1.9K - $2.35K
|
3.15K
$291K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-26- 0.65% |
$1.9K - $2.35K
|
3.97K
$368K
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25- 41.67% |
$1.83K - $2.26K
|
35
$3.24K
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-25- 0.48% |
$1.83K - $2.26K
|
5.16K
$477K
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-22- 0.12% |
$1.61K - $1.98K
|
18.7K
$1.73M
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-18- 0.13% |
$1.31K - $1.62K
|
13.5K
$1.25M
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-17- 0.87% |
$1.24K - $1.53K
|
1.94K
$179K
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-16- 0.08% |
$1.17K - $1.44K
|
19.1K
$1.77M
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-11- 0.45% |
$803 - $992
|
2.44K
$226K
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9- 1.11% |
$657 - $812
|
801
$74.1K
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 0.27% |
$584 - $722
|
2.96K
$274K
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-8- 0.12% |
$584 - $722
|
6.59K
$610K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 0.87% |
$511 - $632
|
794
$73.5K
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-4- 0.1% |
$292 - $361
|
4.09K
$378K
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2- 0.03% |
$146 - $180
|
6.56K
$607K
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-2- 0.03% |
$146 - $180
|
5.73K
$530K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 33.33% |
$73 - $90.2
|
2
$185
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-16K- 6.62% |
$1.2M - $1.36M
|
225K
$20.9M
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-10.2KClosed |
$765K - $861K
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-9.26K- 77.07% |
$698K - $785K
|
2.76K
$255K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7.27K- 70.48% |
$547K - $616K
|
3.04K
$282K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.7K- 40.22% |
$354K - $398K
|
6.99K
$646K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.5K- 17.34% |
$188K - $212K
|
11.9K
$1.1M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.28K- 22.89% |
$172K - $193K
|
7.69K
$711K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.48K- 85.78% |
$111K - $125K
|
245
$22.7K
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.34K- 3.3% |
$101K - $113K
|
39.1K
$3.62M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-963- 54.81% |
$72.5K - $81.6K
|
794
$73.5K
|