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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-31.8K- 41.2% |
$3.82M - $4.27M
|
45.3K
$6.12M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-82- 1.06% |
$9.86K - $11K
|
7.69K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-428- 4.68% |
$51.5K - $57.5K
|
8.71K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-36- 11.5% |
$4.33K - $4.83K
|
277
$37.4K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.72K+ 48.98% |
$207K - $232K
|
5.24K
$708K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-26.1K- 6.6% |
$3.14M - $3.51M
|
369K
$49.8M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-415- 5.65% |
$49.9K - $55.7K
|
6.93K
$935K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-230- 23.09% |
$27.7K - $30.9K
|
766
$103K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-20.5K- 22.3% |
$2.46M - $2.75M
|
71.3K
$9.62M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-272- 2.24% |
$32.7K - $36.5K
|
11.9K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-177- 1.23% |
$21.3K - $23.8K
|
14.2K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-376- 2.33% |
$45.2K - $50.5K
|
15.8K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1K- 11.49% |
$120K - $134K
|
7.7K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-991- 2.64% |
$119K - $133K
|
36.5K
$4.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-51- 1.54% |
$6.13K - $6.85K
|
3.27K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.84K+ 6.81% |
$341K - $381K
|
44.5K
$6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-896- 4.43% |
$108K - $120K
|
19.3K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
187+ 45.72% |
$22.5K - $25.1K
|
596
$80.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
50+ 2.13% |
$6.01K - $6.72K
|
2.4K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-224- 1.54% |
$26.9K - $30.1K
|
14.3K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.49K- 54.19% |
$781K - $872K
|
5.49K
$741K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
507+ 0.73% |
$61K - $68.1K
|
70.3K
$9.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
23K+ 411.66% |
$2.77M - $3.09M
|
28.6K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.75K- 8.86% |
$210K - $235K
|
18K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.14KNew |
$257K - $287K
|
2.14K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-80- 1.13% |
$9.62K - $10.7K
|
6.97K
$941K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.27K- 8.16% |
$153K - $171K
|
14.3K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
901+ 0.52% |
$108K - $121K
|
175K
$23.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-170- 0.94% |
$20.4K - $22.8K
|
17.9K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14+ 19.18% |
$1.68K - $1.88K
|
87
$11.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
158New |
$19K - $21.2K
|
158
$21.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-160- 0.23% |
$19.2K - $21.5K
|
69K
$9.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
802+ 8.3% |
$96.4K - $108K
|
10.5K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-245- 4.07% |
$29.5K - $32.9K
|
5.77K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-68- 3.41% |
$8.18K - $9.13K
|
1.93K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
183New |
$22K - $24.6K
|
183
$24.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.14M- 38.28% |
$138M - $154M
|
1.84M
$249M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
535+ 5.01% |
$64.3K - $71.9K
|
11.2K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
560+ 2.34% |
$67.3K - $75.2K
|
24.5K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-241- 4.99% |
$29K - $32.4K
|
4.59K
$620K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5+ 0.13% |
$601 - $672
|
3.82K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.29K+ 8.9% |
$275K - $307K
|
28K
$3.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
25.3K+ 8.65% |
$3.04M - $3.4M
|
318K
$42.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-42.2K- 30.0% |
$5.08M - $5.67M
|
98.5K
$13.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
128+ 1.1% |
$15.4K - $17.2K
|
11.8K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-21K- 21.65% |
$2.52M - $2.82M
|
75.9K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
49.9KNew |
$6M - $6.71M
|
49.9K
$6.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
97+ 1.93% |
$11.7K - $13K
|
5.13K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.6K- 62.55% |
$673K - $752K
|
3.35K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 0.25% |
$2.16K - $2.42K
|
7.33K
$989K
|