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 |
---|---|---|---|---|---|---|---|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
747+ 29.77% |
$93.1K - $100K
|
3.26K
$416K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.58KNew |
$196K - $211K
|
1.58K
$201K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
140New |
$17.4K - $18.8K
|
140
$17.9K
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-674K- 98.4% |
$84M - $90.3M
|
11K
$1.4M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
187New |
$23.3K - $25.1K
|
187
$23.9K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-500- 1.45% |
$62.3K - $67K
|
33.9K
$4.34M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.98KNew |
$247K - $266K
|
1.98K
$253K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17K- 54.5% |
$2.11M - $2.27M
|
14.2K
$1.81M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
179New |
$22.3K - $24K
|
179
$22.9K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
261+ 6.03% |
$32.5K - $35K
|
4.59K
$587K
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-200- 1.26% |
$24.9K - $26.8K
|
15.7K
$2.01M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.64K- 12.71% |
$204K - $220K
|
11.3K
$1.44M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
153+ 7.34% |
$19.1K - $20.5K
|
2.24K
$286K
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 46.44% |
$192K - $207K
|
1.78K
$228K
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
8.66KNew |
$1.08M - $1.16M
|
8.66K
$1.11M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
132New |
$16.4K - $17.7K
|
132
$16.9K
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-72- 2.16% |
$8.97K - $9.65K
|
3.26K
$417K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
45+ 1.82% |
$5.61K - $6.03K
|
2.51K
$321K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 1.3% |
$1.12K - $1.21K
|
685
$87.5K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.35KNew |
$916K - $985K
|
7.35K
$940K
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.05K- 61.31% |
$380K - $409K
|
1.93K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.21K+ 74.68% |
$525K - $564K
|
9.85K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.7K+ 197.78% |
$2.46M - $2.64M
|
29.7K
$3.8M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.6K- 12.32% |
$3.81M - $4.09M
|
217K
$27.8M
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-192- 0.25% |
$23.9K - $25.7K
|
76.5K
$9.77M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-388- 7.88% |
$48.3K - $52K
|
4.54K
$580K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.6K- 75.3% |
$2.19M - $2.35M
|
5.76K
$736K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$125 - $134
|
4.96K
$634K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
432+ 23.97% |
$53.8K - $57.9K
|
2.23K
$286K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.67KNew |
$332K - $357K
|
2.67K
$341K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
80+ 0.23% |
$9.97K - $10.7K
|
35.4K
$4.53M
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.31% |
$623 - $670
|
1.6K
$205K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
593+ 24.99% |
$73.9K - $79.4K
|
2.97K
$379K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-310- 3.74% |
$38.6K - $41.5K
|
7.98K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-133- 3.69% |
$16.6K - $17.8K
|
3.47K
$444K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-457K- 3.37% |
$57M - $61.3M
|
13.1M
$1.68B
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2- 0.1% |
$249 - $268
|
1.92K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.65KNew |
$828K - $890K
|
6.65K
$850K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.55K- 10.65% |
$318K - $342K
|
21.4K
$2.73M
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
25+ 0.18% |
$3.12K - $3.35K
|
14.2K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
296+ 2.83% |
$36.9K - $39.7K
|
10.7K
$1.37M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13+ 0.32% |
$1.62K - $1.74K
|
4.02K
$514K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-278- 3.36% |
$34.6K - $37.2K
|
8K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.9K- 15.31% |
$2.98M - $3.2M
|
132K
$16.9M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-462- 4.7% |
$57.6K - $61.9K
|
9.37K
$1.2M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
84+ 0.02% |
$10.5K - $11.3K
|
377K
$48.1M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
567+ 4.66% |
$70.7K - $76K
|
12.7K
$1.63M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.7K- 58.49% |
$1.45M - $1.56M
|
8.28K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-40.7K- 1.23% |
$5.07M - $5.45M
|
3.28M
$419M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
464+ 4.93% |
$57.8K - $62.2K
|
9.88K
$1.26M
|