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 |
---|---|---|---|---|---|---|---|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
2.75K+ 10.11% |
$297K - $372K
|
30K
$4.31M
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
175+ 5.48% |
$18.9K - $23.7K
|
3.37K
$483K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.6K+ 18.53% |
$3.52M - $4.41M
|
208K
$29.9M
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17- 0.93% |
$1.84K - $2.3K
|
1.82K
$261K
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
171New |
$18.5K - $23.1K
|
171
$24.6K
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-96.3K- 77.67% |
$10.4M - $13M
|
27.7K
$3.97M
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-35.5K- 84.16% |
$3.84M - $4.8M
|
6.68K
$960K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 3.92% |
$3.24K - $4.06K
|
796
$114K
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.92K+ 8.25% |
$423K - $530K
|
51.4K
$7.38M
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.4K- 66.32% |
$1.02M - $1.27M
|
4.77K
$685K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
782+ 54.42% |
$84.5K - $106K
|
2.22K
$319K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
207K+ 10.32% |
$22.4M - $28.1M
|
2.22M
$318M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.01K- 10.78% |
$325K - $407K
|
24.9K
$3.58M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.85K- 3.83% |
$524K - $656K
|
122K
$17.5M
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.14K- 2.19% |
$231K - $290K
|
95.8K
$13.8M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
605+ 756.25% |
$65.4K - $81.9K
|
685
$98.4K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.39K- 4.37% |
$150K - $188K
|
30.3K
$4.35M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.72K- 75.79% |
$401K - $503K
|
1.19K
$170K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 3.97% |
$1.64M - $2.05M
|
367K
$52.7M
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-75- 2.39% |
$8.1K - $10.1K
|
3.06K
$440K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.11K- 27.85% |
$227K - $285K
|
5.45K
$783K
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.14% |
$216 - $271
|
1.44K
$207K
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
1.54KNew |
$166K - $208K
|
1.54K
$220K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 2.2% |
$285K - $357K
|
122K
$17.6M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.1K- 8.69% |
$1.85M - $2.32M
|
180K
$25.8M
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
499+ 28.88% |
$53.9K - $67.5K
|
2.23K
$320K
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.03K- 2.12% |
$219K - $275K
|
93.8K
$13.5M
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-187- 24.97% |
$20.2K - $25.3K
|
562
$80.7K
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.17K- 43.63% |
$559K - $700K
|
6.68K
$959K
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
422New |
$45.6K - $57.1K
|
422
$60.6K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.8K- 1.34% |
$3.33M - $4.17M
|
2.27M
$325M
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.61KNew |
$498K - $623K
|
4.61K
$662K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-363- 8.56% |
$39.2K - $49.1K
|
3.88K
$557K
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-14.1K- 33.44% |
$1.53M - $1.91M
|
28.1K
$4.04M
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.25% |
$1.3K - $1.62K
|
4.83K
$694K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-199- 0.16% |
$21.5K - $26.9K
|
128K
$18.4M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.22K+ 71.13% |
$132K - $165K
|
2.94K
$422K
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-83.8K- 35.37% |
$9.06M - $11.3M
|
153K
$22M
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
200+ 0.26% |
$21.6K - $27.1K
|
76.3K
$11M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.7K- 6.19% |
$2.35M - $2.94M
|
330K
$47.3M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.46% |
$2.59K - $3.25K
|
5.14K
$738K
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.16K- 1.26% |
$233K - $292K
|
169K
$24.3M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.77K+ 8.56% |
$299K - $375K
|
35.1K
$5.04M
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14.5K+ 9.17% |
$1.56M - $1.96M
|
172K
$24.7M
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7+ 0.02% |
$756 - $947
|
35.4K
$5.08M
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-923- 5.12% |
$99.7K - $125K
|
17.1K
$2.46M
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.25% |
$432 - $541
|
1.61K
$231K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.75K+ 131.91% |
$621K - $777K
|
10.1K
$1.45M
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
19K+ 7.04% |
$2.05M - $2.57M
|
289K
$41.5M
|