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 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-173- 8.96% |
$13.2K - $14.2K
|
1.76K
$136K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-155- 3.96% |
$11.8K - $12.8K
|
3.76K
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-149- 3.82% |
$11.4K - $12.3K
|
3.75K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-129- 1.67% |
$9.83K - $10.6K
|
7.6K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-127- 20.89% |
$9.68K - $10.5K
|
481
$37.3K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-115- 0.5% |
$8.77K - $9.47K
|
23K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-112- 2.86% |
$8.54K - $9.22K
|
3.81K
$295K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-97- 49.49% |
$7.39K - $7.99K
|
99
$7.68K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-52- 1.17% |
$3.96K - $4.28K
|
4.39K
$340K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-46- 1.81% |
$3.51K - $3.79K
|
2.49K
$193K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34- 4.02% |
$2.59K - $2.8K
|
811
$62.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 8.33% |
$2.29K - $2.47K
|
330
$25.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 96.77% |
$2.29K - $2.47K
|
1
$77.5
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-30- 36.14% |
$2.29K - $2.47K
|
53
$4.11K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-26Closed |
$1.98K - $2.14K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-21- 1.26% |
$1.6K - $1.73K
|
1.65K
$128K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-17- 94.44% |
$1.3K - $1.4K
|
1
$77.5
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.03% |
$305 - $329
|
14.3K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$152 - $165
|
1.53K
$119K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-159K- 43.36% |
$11.7M - $12.8M
|
208K
$16.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-62.7K- 14.31% |
$4.6M - $5.03M
|
376K
$29.1M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-17K- 57.7% |
$1.25M - $1.36M
|
12.5K
$966K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-9.76K- 77.46% |
$716K - $782K
|
2.84K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.55K- 16.39% |
$554K - $606K
|
38.5K
$2.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.32K- 16.45% |
$244K - $267K
|
16.9K
$1.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.99K- 10.5% |
$219K - $239K
|
25.5K
$1.97M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.79K- 46.01% |
$204K - $223K
|
3.27K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.74K- 32.94% |
$201K - $220K
|
5.59K
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.27K- 20.64% |
$166K - $182K
|
8.71K
$676K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.49K- 8.18% |
$109K - $119K
|
16.7K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.04K- 16.78% |
$76.5K - $83.5K
|
5.17K
$401K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-781- 18.68% |
$57.3K - $62.6K
|
3.4K
$264K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-775- 14.18% |
$56.9K - $62.1K
|
4.69K
$364K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-687- 8.06% |
$50.4K - $55.1K
|
7.84K
$608K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-596- 14.74% |
$43.7K - $47.8K
|
3.45K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-408- 12.04% |
$29.9K - $32.7K
|
2.98K
$231K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-393- 12.92% |
$28.8K - $31.5K
|
2.65K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-315- 8.76% |
$23.1K - $25.3K
|
3.28K
$254K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-270- 8.81% |
$19.8K - $21.6K
|
2.8K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-81- 32.14% |
$5.94K - $6.49K
|
171
$13.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 12.5% |
$3.67K - $4.01K
|
350
$27.1K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-15- 0.35% |
$1.1K - $1.2K
|
4.23K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 1.55% |
$220 - $241
|
191
$14.8K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.2K- 71.61% |
$674K - $775K
|
4.06K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.87K- 49.47% |
$189K - $217K
|
2.93K
$227K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.73K- 98.1% |
$180K - $207K
|
53
$4.11K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.46K- 27.0% |
$96.4K - $111K
|
3.96K
$307K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.26K- 91.94% |
$82.7K - $95K
|
110
$8.53K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-544- 9.79% |
$35.8K - $41.2K
|
5.01K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-270- 31.03% |
$17.8K - $20.4K
|
600
$46.5K
|
|