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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
101+ 5.79% |
$12.1K - $13.6K
|
1.84K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
99+ 0.85% |
$11.9K - $13.3K
|
11.7K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 85.37% |
$84.2K - $94K
|
1.52K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-20- 0.25% |
$2.4K - $2.69K
|
7.85K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.79K- 37.98% |
$936K - $1.05M
|
12.7K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.13% |
$361 - $403
|
2.35K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.07% |
$240 - $269
|
2.88K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-61- 0.65% |
$7.33K - $8.19K
|
9.33K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.66K- 17.81% |
$199K - $222K
|
7.64K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.09K- 10.42% |
$612K - $683K
|
43.7K
$5.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-143K- 81.74% |
$17.3M - $19.3M
|
32.1K
$4.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.78K- 5.46% |
$695K - $777K
|
100K
$13.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
51+ 1.96% |
$6.13K - $6.85K
|
2.66K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.32K+ 10.18% |
$159K - $178K
|
14.3K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
140+ 8.91% |
$16.8K - $18.8K
|
1.71K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
4.67K+ 13.48% |
$561K - $627K
|
39.3K
$5.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.05% |
$481 - $537
|
7.94K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
22New |
$2.65K - $2.95K
|
22
$2.97K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
377+ 18.7% |
$45.3K - $50.6K
|
2.39K
$323K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
904+ 9.79% |
$109K - $121K
|
10.1K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-51- 0.36% |
$6.13K - $6.85K
|
14K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.33K- 49.97% |
$521K - $582K
|
4.34K
$586K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
461+ 13.02% |
$55.4K - $61.9K
|
4K
$540K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-180- 17.7% |
$21.6K - $24.2K
|
837
$113K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.7K- 21.82% |
$566K - $632K
|
16.9K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
26.6K+ 1287.71% |
$3.2M - $3.57M
|
28.7K
$3.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.35K- 31.07% |
$163K - $182K
|
3K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-605- 88.32% |
$72.7K - $81.3K
|
80
$10.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-187- 1.32% |
$22.5K - $25.1K
|
14K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
42New |
$5.05K - $5.64K
|
42
$5.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6.7K- 7.67% |
$805K - $899K
|
80.6K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9+ 0.26% |
$1.08K - $1.21K
|
3.52K
$475K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.1K+ 6.13% |
$1.22M - $1.36M
|
176K
$23.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.76K- 22.25% |
$211K - $236K
|
6.14K
$828K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-274- 6.77% |
$32.9K - $36.8K
|
3.78K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 4.24% |
$601 - $672
|
123
$16.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24.1KNew |
$2.9M - $3.24M
|
24.1K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-65- 1.19% |
$7.82K - $8.73K
|
5.42K
$731K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-38- 0.36% |
$4.57K - $5.1K
|
10.5K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-55- 0.77% |
$6.61K - $7.39K
|
7.06K
$953K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-112- 6.52% |
$13.5K - $15K
|
1.61K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
365+ 3.15% |
$43.9K - $49K
|
11.9K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-386- 6.9% |
$46.4K - $51.8K
|
5.21K
$703K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.08K+ 14.52% |
$250K - $279K
|
16.4K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
36.4KNew |
$4.37M - $4.88M
|
36.4K
$4.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.27% |
$962 - $1.07K
|
2.98K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-354- 5.02% |
$42.6K - $47.5K
|
6.7K
$905K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.51K- 21.94% |
$182K - $203K
|
5.38K
$726K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
677New |
$81.4K - $90.9K
|
677
$91.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.13K- 26.24% |
$376K - $420K
|
8.79K
$1.19M
|