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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
292+ 2.65% |
$33.1K - $36.8K
|
11.3K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-91- 4.55% |
$10.3K - $11.5K
|
1.91K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15K- 46.58% |
$1.7M - $1.89M
|
17.2K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72+ 0.0% |
$8.17K - $9.08K
|
2.26M
$300M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
140+ 9.43% |
$15.9K - $17.7K
|
1.63K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-710- 19.28% |
$80.5K - $89.6K
|
2.97K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.05K+ 158.44% |
$346K - $385K
|
4.98K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
270K+ 5.71% |
$30.7M - $34.1M
|
5M
$664M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-792- 0.77% |
$89.9K - $99.9K
|
102K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-42.7K- 57.61% |
$4.85M - $5.39M
|
31.4K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.58K+ 6.03% |
$179K - $199K
|
27.7K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.71K+ 0.84% |
$308K - $342K
|
326K
$43.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.1K- 6.26% |
$2.39M - $2.66M
|
315K
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23- 1.75% |
$2.61K - $2.9K
|
1.29K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.4K+ 465.42% |
$2.54M - $2.82M
|
27.2K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.47KNew |
$280K - $312K
|
2.47K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-191- 7.27% |
$21.7K - $24.1K
|
2.44K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.05K- 7.97% |
$120K - $133K
|
12.2K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14K- 4.0% |
$1.59M - $1.77M
|
337K
$44.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.97K+ 5.11% |
$223K - $248K
|
40.5K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
852+ 37.04% |
$96.7K - $108K
|
3.15K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-163- 1.05% |
$18.5K - $20.6K
|
15.4K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
262+ 4.97% |
$29.7K - $33.1K
|
5.54K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-378- 8.03% |
$42.9K - $47.7K
|
4.33K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-198- 3.9% |
$22.5K - $25K
|
4.88K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-98- 2.63% |
$11.1K - $12.4K
|
3.62K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
33New |
$3.74K - $4.16K
|
33
$4.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
18.4KNew |
$2.09M - $2.32M
|
18.4K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.62KNew |
$184K - $204K
|
1.62K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.1K- 4.49% |
$351K - $391K
|
65.8K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.8KNew |
$318K - $354K
|
2.8K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.61K+ 1.02% |
$183K - $203K
|
160K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
33+ 1.75% |
$3.74K - $4.16K
|
1.92K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.4K+ 2.49% |
$159K - $176K
|
57.5K
$7.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.08K+ 55.13% |
$236K - $262K
|
5.85K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-22.9K- 83.58% |
$2.59M - $2.88M
|
4.49K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$284K - $315K
|
2.5K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-107- 1.03% |
$12.1K - $13.5K
|
10.3K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
69.3K+ 4.08% |
$7.87M - $8.75M
|
1.77M
$234M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
314+ 2.01% |
$35.6K - $39.6K
|
16K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.41% |
$2.27K - $2.52K
|
4.8K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.48K- 37.48% |
$281K - $313K
|
4.14K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.1% |
$454 - $505
|
3.99K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
728+ 8.12% |
$82.6K - $91.9K
|
9.7K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.07K- 5.36% |
$121K - $135K
|
18.9K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 1.35% |
$3.63K - $4.04K
|
2.34K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.29K- 38.36% |
$600K - $667K
|
8.5K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
542+ 31.29% |
$61.5K - $68.4K
|
2.27K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
22+ 0.66% |
$2.5K - $2.78K
|
3.35K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-79- 0.35% |
$8.96K - $9.97K
|
22.5K
$2.98M
|