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 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-179- 4.64% |
$12.3K - $13.4K
|
3.68K
$341K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-129- 14.43% |
$8.88K - $9.65K
|
765
$70.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-78- 0.75% |
$5.37K - $5.84K
|
10.3K
$951K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-50- 39.37% |
$3.44K - $3.74K
|
77
$7.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-20- 90.91% |
$1.38K - $1.5K
|
2
$185
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-57.8K- 1.19% |
$4.1M - $4.29M
|
4.79M
$443M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.8K- 59.53% |
$412K - $430K
|
3.94K
$365K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-2.45K- 39.09% |
$174K - $182K
|
3.82K
$354K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.8K- 37.53% |
$128K - $134K
|
3K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-366- 9.47% |
$26K - $27.2K
|
3.5K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-302- 6.23% |
$21.4K - $22.4K
|
4.54K
$420K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-250- 57.47% |
$17.7K - $18.5K
|
185
$17.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-218- 1.4% |
$15.5K - $16.2K
|
15.4K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-148- 68.84% |
$10.5K - $11K
|
67
$6.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-107- 74.83% |
$7.59K - $7.94K
|
36
$3.33K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-86- 1.71% |
$6.1K - $6.38K
|
4.94K
$457K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-46.3K- 25.45% |
$3.07M - $3.35M
|
136K
$12.6M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.98KClosed |
$595K - $650K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-6.11KClosed |
$405K - $442K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 13.08% |
$85.8K - $93.7K
|
8.6K
$796K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-880- 22.37% |
$58.3K - $63.7K
|
3.05K
$283K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-365- 55.3% |
$24.2K - $26.4K
|
295
$27.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-63- 1.55% |
$4.18K - $4.56K
|
4K
$370K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-21- 0.14% |
$1.39K - $1.52K
|
14.6K
$1.35M
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-24.8K- 83.39% |
$1.38M - $1.68M
|
4.94K
$457K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-20K- 46.51% |
$1.12M - $1.36M
|
23K
$2.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.97K- 40.01% |
$333K - $405K
|
8.94K
$827K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-2.28K- 27.26% |
$127K - $155K
|
6.07K
$562K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-620- 15.05% |
$34.6K - $42.1K
|
3.5K
$324K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-535- 3.0% |
$29.9K - $36.4K
|
17.3K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-350- 9.72% |
$19.5K - $23.8K
|
3.25K
$301K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-190- 4.17% |
$10.6K - $12.9K
|
4.37K
$404K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-76Closed |
$4.24K - $5.16K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6- 0.61% |
$335 - $408
|
982
$90.9K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-8.37K- 83.17% |
$467K - $563K
|
1.7K
$157K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33KClosed |
$241K - $291K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.94K- 89.75% |
$220K - $265K
|
450
$41.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-767- 91.86% |
$42.8K - $51.5K
|
68
$6.29K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-600Closed |
$33.5K - $40.3K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-405- 1.52% |
$22.6K - $27.2K
|
26.3K
$2.43M
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-7.26K- 93.11% |
$447K - $542K
|
537
$49.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.2KClosed |
$444K - $538K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.37KClosed |
$269K - $326K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.31KClosed |
$204K - $247K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-3.08KClosed |
$190K - $230K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.91KClosed |
$179K - $217K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.89KClosed |
$178K - $216K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$108K - $131K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.37K- 14.51% |
$84.6K - $102K
|
8.08K
$748K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-780Closed |
$48.1K - $58.2K
|
0
$0
|
|