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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.96K- 5.68% |
$535K - $670K
|
82.3K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-682- 1.36% |
$73.7K - $92.3K
|
49.6K
$6.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.25% |
$1.19K - $1.49K
|
4.34K
$586K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-586- 7.03% |
$63.3K - $79.3K
|
7.75K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 15.64% |
$268K - $336K
|
18.3K
$2.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-61- 4.5% |
$6.59K - $8.25K
|
1.29K
$175K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
889+ 1.4% |
$96.1K - $120K
|
64.3K
$8.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.65K- 1.7% |
$178K - $223K
|
95.5K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.95KNew |
$319K - $399K
|
2.95K
$398K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.53K+ 51.31% |
$597K - $748K
|
16.3K
$2.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
9+ 0.24% |
$973 - $1.22K
|
3.73K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.02K- 17.48% |
$218K - $273K
|
9.54K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.2% |
$216 - $271
|
1.02K
$137K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
367+ 16.8% |
$39.7K - $49.7K
|
2.55K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.61KNew |
$174K - $218K
|
1.61K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
50+ 0.69% |
$5.4K - $6.77K
|
7.28K
$983K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-32- 0.77% |
$3.46K - $4.33K
|
4.13K
$557K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.67KNew |
$181K - $226K
|
1.67K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-177- 0.59% |
$19.1K - $23.9K
|
29.8K
$4.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
183+ 0.19% |
$19.8K - $24.8K
|
96.1K
$13M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.65KNew |
$394K - $494K
|
3.65K
$493K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.47K- 9.68% |
$483K - $605K
|
41.7K
$5.63M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 1.87% |
$219K - $274K
|
106K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.76K- 67.44% |
$406K - $508K
|
1.81K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
507+ 2.79% |
$54.8K - $68.6K
|
18.7K
$2.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6+ 0.19% |
$648 - $812
|
3.22K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $135
|
2.61K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.3K+ 42.17% |
$141K - $176K
|
4.39K
$593K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
189+ 4.58% |
$20.4K - $25.6K
|
4.32K
$583K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-829- 8.99% |
$89.6K - $112K
|
8.39K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-3- 0.09% |
$324 - $406
|
3.28K
$442K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-112- 1.86% |
$12.1K - $15.2K
|
5.92K
$799K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.27K+ 7.47% |
$137K - $172K
|
18.3K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-120- 2.73% |
$13K - $16.2K
|
4.27K
$576K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 19.82% |
$115K - $144K
|
4.3K
$580K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
709+ 6.96% |
$76.6K - $95.9K
|
10.9K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58KNew |
$170K - $213K
|
1.58K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-305- 12.79% |
$33K - $41.3K
|
2.08K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.99KNew |
$647K - $810K
|
5.99K
$808K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
22+ 17.32% |
$2.38K - $2.98K
|
149
$20.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.05K- 8.65% |
$113K - $141K
|
11K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
71+ 1.06% |
$7.67K - $9.61K
|
6.75K
$910K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-18- 0.51% |
$1.95K - $2.44K
|
3.52K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-20.4K- 29.07% |
$2.2M - $2.76M
|
49.8K
$6.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
250+ 2.29% |
$27K - $33.8K
|
11.2K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
839+ 12.76% |
$90.7K - $114K
|
7.41K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-152- 3.07% |
$16.4K - $20.6K
|
4.8K
$648K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 83.39% |
$163K - $204K
|
3.31K
$447K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 3.25% |
$5.94K - $7.44K
|
1.64K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-406- 12.63% |
$43.9K - $54.9K
|
2.81K
$379K
|