Latest Institutional Transactions on Ishares Trust Ishares Esg Awar (ESGU)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-214- 8.08% |
$26.7K - $28.7K
|
2.44K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
103+ 0.66% |
$12.8K - $13.8K
|
15.6K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
19.3K+ 37.78% |
$2.4M - $2.58M
|
70.3K
$9.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.44K- 6.61% |
$553K - $595K
|
62.8K
$8.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-24.1K- 4.22% |
$3.01M - $3.23M
|
548K
$72.5M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.38KNew |
$794K - $854K
|
6.38K
$843K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-60- 1.68% |
$7.48K - $8.04K
|
3.52K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.89K- 3.17% |
$360K - $387K
|
88.4K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.26K- 0.96% |
$905K - $973K
|
748K
$99M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.19K- 10.13% |
$772K - $830K
|
54.9K
$7.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
79+ 42.25% |
$9.84K - $10.6K
|
266
$35.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-95- 4.04% |
$11.8K - $12.7K
|
2.26K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-598- 7.01% |
$74.5K - $80.1K
|
7.93K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$2.87M - $3.09M
|
23.1K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
940New |
$117K - $126K
|
940
$124K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.9KNew |
$6.22M - $6.68M
|
49.9K
$6.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
392New |
$48.8K - $52.5K
|
392
$51.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-426- 5.58% |
$53.1K - $57.1K
|
7.21K
$954K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
11+ 0.31% |
$1.37K - $1.47K
|
3.51K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-538- 4.17% |
$67K - $72.1K
|
12.4K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.83KNew |
$228K - $245K
|
1.83K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.24% |
$997 - $1.07K
|
3.4K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-19- 0.05% |
$2.37K - $2.55K
|
41.7K
$5.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-187- 0.8% |
$23.3K - $25.1K
|
23.2K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-20- 0.33% |
$2.49K - $2.68K
|
6.01K
$794K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
42+ 1.33% |
$5.23K - $5.63K
|
3.2K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-754- 2.13% |
$94K - $101K
|
34.6K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-55- 3.36% |
$6.85K - $7.37K
|
1.58K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
136+ 4.31% |
$16.9K - $18.2K
|
3.29K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
276+ 0.21% |
$34.4K - $37K
|
130K
$17.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-646- 1.37% |
$80.5K - $86.5K
|
46.3K
$6.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-708- 13.41% |
$88.2K - $94.8K
|
4.57K
$605K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
599+ 4.31% |
$74.6K - $80.2K
|
14.5K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.64% |
$5.11K - $5.49K
|
6.47K
$855K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-49- 2.06% |
$6.11K - $6.56K
|
2.34K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
237+ 1.98% |
$29.5K - $31.7K
|
12.2K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-924- 4.71% |
$115K - $124K
|
18.7K
$2.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-33- 0.34% |
$4.11K - $4.42K
|
9.56K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-677- 6.51% |
$84.4K - $90.7K
|
9.73K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.57KNew |
$195K - $210K
|
1.57K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 8.39% |
$7.48K - $8.04K
|
775
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
221+ 9.27% |
$27.5K - $29.6K
|
2.61K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-227- 1.05% |
$28.3K - $30.4K
|
21.4K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
85+ 3.48% |
$10.6K - $11.4K
|
2.53K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
398+ 8.07% |
$49.6K - $53.3K
|
5.33K
$705K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
625New |
$77.9K - $83.7K
|
625
$82.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$1.52M - $1.64M
|
12.2K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-292- 4.24% |
$36.4K - $39.1K
|
6.59K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-535- 10.59% |
$66.7K - $71.7K
|
4.52K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25+ 0.19% |
$3.12K - $3.35K
|
13K
$1.72M
|