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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$756 - $849
|
6.63K
$614K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-16.8K- 49.85% |
$1.28M - $1.39M
|
16.9K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-11.2K- 8.97% |
$851K - $919K
|
113K
$10.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.39K- 70.37% |
$487K - $526K
|
2.69K
$249K
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-2.23K- 5.32% |
$170K - $184K
|
39.7K
$3.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.35K- 41.8% |
$103K - $111K
|
1.87K
$173K
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-865- 9.67% |
$65.9K - $71.2K
|
8.08K
$747K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-745- 3.64% |
$56.8K - $61.4K
|
19.7K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360- 20.33% |
$27.4K - $29.6K
|
1.41K
$131K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-337- 15.2% |
$25.7K - $27.8K
|
1.88K
$174K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-115- 0.5% |
$8.77K - $9.47K
|
23K
$2.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-97- 49.49% |
$7.39K - $7.99K
|
99
$9.16K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-46- 1.81% |
$3.51K - $3.79K
|
2.49K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 8.33% |
$2.29K - $2.47K
|
330
$30.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 96.77% |
$2.29K - $2.47K
|
1
$92.5
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-30- 36.14% |
$2.29K - $2.47K
|
53
$4.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-17- 94.44% |
$1.3K - $1.4K
|
1
$92.5
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-17K- 57.7% |
$1.25M - $1.36M
|
12.5K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-9.76K- 77.46% |
$716K - $782K
|
2.84K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.55K- 16.39% |
$554K - $606K
|
38.5K
$3.57M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.49K- 8.18% |
$109K - $119K
|
16.7K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.04K- 16.78% |
$76.5K - $83.5K
|
5.17K
$478K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-687- 8.06% |
$50.4K - $55.1K
|
7.84K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-408- 12.04% |
$29.9K - $32.7K
|
2.98K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-315- 8.76% |
$23.1K - $25.3K
|
3.28K
$304K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-270- 8.81% |
$19.8K - $21.6K
|
2.8K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-81- 32.14% |
$5.94K - $6.49K
|
171
$15.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 12.5% |
$3.67K - $4.01K
|
350
$32.4K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-15- 0.35% |
$1.1K - $1.2K
|
4.23K
$392K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.2K- 71.61% |
$674K - $775K
|
4.06K
$375K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.73K- 98.1% |
$180K - $207K
|
53
$4.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.46K- 27.0% |
$96.4K - $111K
|
3.96K
$366K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.26K- 91.94% |
$82.7K - $95K
|
110
$10.2K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-544- 9.79% |
$35.8K - $41.2K
|
5.01K
$464K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-269- 78.89% |
$17.7K - $20.4K
|
72
$6.66K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-185Closed |
$12.2K - $14K
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-114- 95.0% |
$7.51K - $8.63K
|
6
$555
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-113- 2.75% |
$7.45K - $8.55K
|
4K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-65- 0.4% |
$4.28K - $4.92K
|
16K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-54- 51.92% |
$3.56K - $4.09K
|
50
$4.63K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-139KClosed |
$9.55M - $10.4M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-10.4K- 11.3% |
$716K - $777K
|
81.6K
$7.55M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-3.38KClosed |
$233K - $253K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 35.89% |
$114K - $124K
|
2.97K
$275K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 32.79% |
$102K - $110K
|
3.02K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-783- 26.64% |
$53.9K - $58.6K
|
2.16K
$199K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-587- 15.82% |
$40.4K - $43.9K
|
3.12K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-529- 39.16% |
$36.4K - $39.6K
|
822
$76.1K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-319- 4.39% |
$22K - $23.9K
|
6.95K
$643K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-270- 8.36% |
$18.6K - $20.2K
|
2.96K
$274K
|
|