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 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
231+ 7.23% |
$25K - $31.3K
|
3.42K
$473K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-38- 2.09% |
$4.11K - $5.14K
|
1.78K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.6K- 39.25% |
$1.15M - $1.44M
|
16.5K
$2.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
190+ 0.11% |
$20.5K - $25.7K
|
176K
$24.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
202+ 0.84% |
$21.8K - $27.3K
|
24.3K
$3.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.93KNew |
$209K - $262K
|
1.93K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55+ 2.03% |
$5.94K - $7.44K
|
2.77K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-823- 11.4% |
$88.9K - $111K
|
6.4K
$884K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-744- 5.85% |
$80.4K - $101K
|
12K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-735- 8.04% |
$79.4K - $99.4K
|
8.41K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-756- 5.4% |
$81.7K - $102K
|
13.2K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
85+ 2.32% |
$9.19K - $11.5K
|
3.75K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
91+ 0.76% |
$9.83K - $12.3K
|
12.1K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-14.4K- 9.13% |
$1.55M - $1.95M
|
143K
$19.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$648 - $812
|
5.14K
$710K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
224+ 7.14% |
$24.2K - $30.3K
|
3.36K
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
76+ 0.41% |
$8.21K - $10.3K
|
18.4K
$2.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
52+ 0.67% |
$5.62K - $7.04K
|
7.78K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1.99K+ 13.85% |
$214K - $269K
|
16.3K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
194K+ 302.69% |
$21M - $26.3M
|
259K
$35.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7- 0.12% |
$756 - $947
|
5.76K
$797K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-242- 4.88% |
$26.2K - $32.7K
|
4.71K
$651K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6- 0.08% |
$648 - $812
|
7.36K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.58KNew |
$170K - $213K
|
1.58K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.03K- 2.48% |
$220K - $275K
|
79.9K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.17K- 20.87% |
$126K - $158K
|
4.44K
$613K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.89KNew |
$1.07M - $1.34M
|
9.89K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.54K+ 8.86% |
$275K - $344K
|
31.2K
$4.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-395- 3.84% |
$42.7K - $53.4K
|
9.89K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 8.53% |
$410K - $514K
|
48.3K
$6.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.84K+ 15.56% |
$198K - $248K
|
13.6K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-28- 0.78% |
$3.03K - $3.79K
|
3.56K
$491K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.9KNew |
$205K - $257K
|
1.9K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.7K+ 8.03% |
$291K - $365K
|
36.2K
$5.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.12K- 3.07% |
$121K - $151K
|
35.2K
$4.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.49KNew |
$269K - $337K
|
2.49K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
258+ 5.01% |
$27.9K - $34.9K
|
5.41K
$747K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-98.6K- 28.08% |
$10.7M - $13.3M
|
253K
$34.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-376- 8.55% |
$40.6K - $50.9K
|
4.02K
$556K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
87+ 35.08% |
$9.4K - $11.8K
|
335
$46.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6- 0.24% |
$648 - $812
|
2.48K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
81+ 3.11% |
$8.75K - $11K
|
2.68K
$371K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4- 0.23% |
$432 - $541
|
1.74K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.07K- 12.93% |
$115K - $144K
|
7.17K
$991K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-77- 2.36% |
$8.32K - $10.4K
|
3.19K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.15K- 60.3% |
$232K - $290K
|
1.41K
$195K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.33K+ 10.9% |
$684K - $857K
|
64.4K
$8.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.62K- 2.07% |
$391K - $490K
|
171K
$23.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-148- 2.29% |
$16K - $20K
|
6.33K
$875K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.96K- 5.68% |
$535K - $670K
|
82.3K
$11.4M
|