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 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-32- 0.77% |
$3.46K - $4.33K
|
4.13K
$593K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.67KNew |
$181K - $226K
|
1.67K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-177- 0.59% |
$19.1K - $23.9K
|
29.8K
$4.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
183+ 0.19% |
$19.8K - $24.8K
|
96.1K
$13.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.65KNew |
$394K - $494K
|
3.65K
$524K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.47K- 9.68% |
$483K - $605K
|
41.7K
$5.99M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 1.87% |
$219K - $274K
|
106K
$15.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.76K- 67.44% |
$406K - $508K
|
1.81K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
507+ 2.79% |
$54.8K - $68.6K
|
18.7K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6+ 0.19% |
$648 - $812
|
3.22K
$462K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $135
|
2.61K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.3K+ 42.17% |
$141K - $176K
|
4.39K
$631K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
189+ 4.58% |
$20.4K - $25.6K
|
4.32K
$620K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-829- 8.99% |
$89.6K - $112K
|
8.39K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-3- 0.09% |
$324 - $406
|
3.28K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-112- 1.86% |
$12.1K - $15.2K
|
5.92K
$850K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.27K+ 7.47% |
$137K - $172K
|
18.3K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-120- 2.73% |
$13K - $16.2K
|
4.27K
$613K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 19.82% |
$115K - $144K
|
4.3K
$617K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
709+ 6.96% |
$76.6K - $95.9K
|
10.9K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58KNew |
$170K - $213K
|
1.58K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-305- 12.79% |
$33K - $41.3K
|
2.08K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.99KNew |
$647K - $810K
|
5.99K
$860K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
22+ 17.32% |
$2.38K - $2.98K
|
149
$21.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.05K- 8.65% |
$113K - $141K
|
11K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
71+ 1.06% |
$7.67K - $9.61K
|
6.75K
$969K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-18- 0.51% |
$1.95K - $2.44K
|
3.52K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-20.4K- 29.07% |
$2.2M - $2.76M
|
49.8K
$7.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
250+ 2.29% |
$27K - $33.8K
|
11.2K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
839+ 12.76% |
$90.7K - $114K
|
7.41K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-152- 3.07% |
$16.4K - $20.6K
|
4.8K
$690K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 83.39% |
$163K - $204K
|
3.31K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 3.25% |
$5.94K - $7.44K
|
1.64K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-406- 12.63% |
$43.9K - $54.9K
|
2.81K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
247+ 11.64% |
$26.7K - $33.4K
|
2.37K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-727- 19.8% |
$78.6K - $98.4K
|
2.95K
$423K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-157- 3.12% |
$17K - $21.2K
|
4.88K
$701K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-555- 0.7% |
$60K - $75.1K
|
78.8K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-47- 0.96% |
$5.08K - $6.36K
|
4.83K
$694K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.23K- 8.2% |
$349K - $438K
|
36.2K
$5.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-568- 0.34% |
$61.4K - $76.9K
|
166K
$23.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-367- 11.46% |
$39.7K - $49.7K
|
2.84K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-727- 14.85% |
$78.6K - $98.4K
|
4.17K
$599K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.61KNew |
$174K - $218K
|
1.61K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-419- 10.71% |
$45.3K - $56.7K
|
3.5K
$502K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.11K+ 5.44% |
$119K - $150K
|
21.4K
$3.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
481+ 4.1% |
$52K - $65.1K
|
12.2K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-18- 0.57% |
$1.95K - $2.44K
|
3.13K
$450K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-427- 3.03% |
$46.1K - $57.8K
|
13.7K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-107- 0.6% |
$11.6K - $14.5K
|
17.8K
$2.55M
|