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 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
10+ 0.18% |
$1.08K - $1.35K
|
5.69K
$817K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-50- 2.37% |
$5.4K - $6.77K
|
2.06K
$296K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.22K- 14.88% |
$347K - $435K
|
18.4K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-982- 10.3% |
$106K - $133K
|
8.55K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
26+ 0.69% |
$2.81K - $3.52K
|
3.81K
$547K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
8.51K+ 28.54% |
$920K - $1.15M
|
38.3K
$5.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.99K- 6.4% |
$323K - $404K
|
43.7K
$6.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-122- 0.47% |
$13.2K - $16.5K
|
25.9K
$3.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.45% |
$116K - $145K
|
10.4K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-190- 0.58% |
$20.5K - $25.7K
|
32.3K
$4.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-309- 2.65% |
$33.4K - $41.8K
|
11.3K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-53- 2.46% |
$5.73K - $7.17K
|
2.1K
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.55K+ 2.21% |
$491K - $615K
|
210K
$30.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12.4K- 21.18% |
$1.34M - $1.68M
|
46.2K
$6.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
162+ 7.39% |
$17.5K - $21.9K
|
2.35K
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13.3K- 10.68% |
$1.44M - $1.8M
|
111K
$16M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
741New |
$80.1K - $100K
|
741
$106K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-92- 0.47% |
$9.94K - $12.4K
|
19.6K
$2.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.53K+ 9.43% |
$598K - $749K
|
64.2K
$9.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.17K+ 6.0% |
$342K - $428K
|
55.9K
$8.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29- 1.22% |
$3.13K - $3.92K
|
2.35K
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
4.49K+ 1.64% |
$485K - $607K
|
278K
$40M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
12KNew |
$1.29M - $1.62M
|
12K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 0.27% |
$3.24K - $4.06K
|
11.2K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-21- 0.22% |
$2.27K - $2.84K
|
9.49K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
56+ 15.38% |
$6.05K - $7.58K
|
420
$60.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.41K+ 8.82% |
$152K - $191K
|
17.4K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-41- 0.27% |
$4.43K - $5.55K
|
15.3K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.45K+ 2.1% |
$157K - $197K
|
70.9K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 13.16% |
$21.6K - $27.1K
|
1.32K
$190K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.06K- 3.18% |
$114K - $143K
|
32.3K
$4.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-297- 4.62% |
$32.1K - $40.2K
|
6.13K
$881K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.02K- 15.75% |
$542K - $679K
|
26.8K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
51+ 0.25% |
$5.51K - $6.9K
|
20.3K
$2.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.47K- 1.24% |
$375K - $470K
|
278K
$39.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-857- 0.56% |
$92.6K - $116K
|
152K
$21.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
154+ 1.92% |
$16.6K - $20.8K
|
8.17K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-442- 6.92% |
$47.8K - $59.8K
|
5.94K
$853K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-365- 12.09% |
$39.4K - $49.4K
|
2.66K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
302+ 11.3% |
$32.6K - $40.9K
|
2.98K
$427K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.27K+ 63.0% |
$785K - $983K
|
18.8K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-97- 2.42% |
$10.5K - $13.1K
|
3.92K
$562K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.21K- 5.75% |
$130K - $163K
|
19.8K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.23K- 34.19% |
$457K - $572K
|
8.13K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 8.48% |
$11.9K - $14.9K
|
1.41K
$202K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.97K- 4.92% |
$537K - $672K
|
96K
$13.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$108 - $135
|
558
$80.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18.2K- 43.36% |
$1.96M - $2.46M
|
23.7K
$3.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 1.41% |
$9.4K - $11.8K
|
6.09K
$875K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-79- 1.31% |
$8.54K - $10.7K
|
5.97K
$857K
|