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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4+ 0.12% |
$481 - $537
|
3.22K
$390K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-103- 1.53% |
$12.4K - $13.8K
|
6.63K
$803K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.76K- 43.53% |
$452K - $505K
|
4.88K
$591K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
49+ 0.45% |
$5.89K - $6.58K
|
10.9K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-350- 14.23% |
$42.1K - $47K
|
2.11K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
212+ 4.45% |
$25.5K - $28.5K
|
4.98K
$604K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-371- 1.4% |
$44.6K - $49.8K
|
26K
$3.16M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-70- 2.27% |
$8.42K - $9.4K
|
3.02K
$366K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-6.22K- 43.69% |
$748K - $835K
|
8.02K
$972K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-76- 0.42% |
$9.14K - $10.2K
|
17.9K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-113- 5.2% |
$13.6K - $15.2K
|
2.06K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-917- 15.04% |
$110K - $123K
|
5.18K
$628K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
508+ 7.75% |
$61.1K - $68.2K
|
7.06K
$856K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-14K- 12.18% |
$1.68M - $1.88M
|
101K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-944- 11.37% |
$114K - $127K
|
7.36K
$892K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.04% |
$1.8K - $2.01K
|
39.7K
$4.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-73- 0.47% |
$8.78K - $9.8K
|
15.4K
$1.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-133- 0.67% |
$16K - $17.9K
|
19.7K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.35K- 5.27% |
$403K - $450K
|
60.2K
$7.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-22- 0.11% |
$2.65K - $2.95K
|
20.3K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.36K- 25.34% |
$164K - $183K
|
4.01K
$486K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 11.32% |
$194K - $217K
|
15.9K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-581- 0.83% |
$69.9K - $78K
|
69.4K
$8.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-18- 0.83% |
$2.16K - $2.42K
|
2.16K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 6.14% |
$38.2K - $42.7K
|
4.86K
$589K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-69- 2.81% |
$8.3K - $9.27K
|
2.38K
$289K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.3K+ 129600.0% |
$156K - $174K
|
1.3K
$157K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-474- 13.57% |
$57K - $63.7K
|
3.02K
$366K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.14K+ 15.45% |
$257K - $288K
|
16K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
661+ 1.6% |
$79.5K - $88.8K
|
41.9K
$5.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.3K+ 14.68% |
$517K - $577K
|
33.6K
$4.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 7.01% |
$204K - $228K
|
25.9K
$3.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.14K- 37.58% |
$137K - $153K
|
1.89K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-19- 0.77% |
$2.28K - $2.55K
|
2.43K
$295K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-125- 43.1% |
$15K - $16.8K
|
165
$20K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-120- 1.12% |
$14.4K - $16.1K
|
10.6K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-7.75K- 99.61% |
$932K - $1.04M
|
30
$3.64K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3+ 0.08% |
$361 - $403
|
3.78K
$458K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
150+ 15.2% |
$18K - $20.1K
|
1.14K
$138K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-556- 9.03% |
$66.9K - $74.7K
|
5.6K
$679K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 0.25% |
$1.44K - $1.61K
|
4.73K
$573K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
315+ 8.75% |
$37.9K - $42.3K
|
3.91K
$474K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73.2K+ 15566.81% |
$8.8M - $9.83M
|
73.6K
$8.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.17K+ 12.04% |
$742K - $829K
|
57.5K
$6.96M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 21.21% |
$2.53K - $2.82K
|
120
$14.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-120- 2.66% |
$14.4K - $16.1K
|
4.4K
$533K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-154- 16.49% |
$18.5K - $20.7K
|
780
$94.5K
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
2.94KNew |
$366K - $393K
|
2.94K
$356K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-59- 13.95% |
$7.35K - $7.9K
|
364
$44.1K
|
|