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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.12K- 4.19% |
$1.1M - $1.22M
|
208K
$28.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.44KNew |
$293K - $327K
|
2.44K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4+ 0.22% |
$481 - $537
|
1.82K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
254+ 3.61% |
$30.5K - $34.1K
|
7.3K
$985K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.03K- 40.7% |
$244K - $273K
|
2.96K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
339+ 43.74% |
$40.8K - $45.5K
|
1.11K
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-579- 9.08% |
$69.6K - $77.8K
|
5.8K
$782K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.08K+ 16.99% |
$130K - $145K
|
7.46K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-211- 1.73% |
$25.4K - $28.3K
|
12K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
2.18K+ 46.01% |
$262K - $293K
|
6.92K
$934K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-64- 1.0% |
$7.7K - $8.6K
|
6.31K
$851K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
43+ 0.36% |
$5.17K - $5.77K
|
12.1K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
709+ 28.61% |
$85.3K - $95.2K
|
3.19K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
148+ 34.42% |
$17.8K - $19.9K
|
578
$78K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-712- 2.87% |
$85.6K - $95.6K
|
24.1K
$3.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
5.3K+ 637.38% |
$638K - $712K
|
6.14K
$828K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.17K+ 4.51% |
$141K - $157K
|
27.1K
$3.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 22.52% |
$4.09K - $4.57K
|
185
$25K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-182- 2.52% |
$21.9K - $24.4K
|
7.03K
$949K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-205K- 40.69% |
$24.7M - $27.6M
|
299K
$40.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-70- 0.51% |
$8.42K - $9.4K
|
13.6K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14- 0.06% |
$1.68K - $1.88K
|
23.2K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-50- 1.29% |
$6.01K - $6.72K
|
3.83K
$517K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.9K+ 38.66% |
$229K - $256K
|
6.83K
$921K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-159- 2.34% |
$19.1K - $21.4K
|
6.64K
$896K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 8.47% |
$1.64M - $1.83M
|
175K
$23.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-755- 21.37% |
$90.8K - $101K
|
2.78K
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8- 0.15% |
$962 - $1.07K
|
5.34K
$720K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-13K- 29.44% |
$1.56M - $1.74M
|
31.1K
$4.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-131- 4.02% |
$15.8K - $17.6K
|
3.13K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
140+ 8.44% |
$16.8K - $18.8K
|
1.8K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.55% |
$601 - $672
|
900
$121K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-216- 2.9% |
$26K - $29K
|
7.22K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14.8K+ 8.57% |
$1.78M - $1.99M
|
187K
$25.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.62K+ 6.23% |
$195K - $217K
|
27.6K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-879- 3.1% |
$106K - $118K
|
27.5K
$3.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-11- 0.31% |
$1.32K - $1.48K
|
3.58K
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-428- 4.47% |
$51.5K - $57.5K
|
9.14K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.46K- 29.73% |
$537K - $599K
|
10.5K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-34- 3.7% |
$4.09K - $4.57K
|
885
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.94K+ 9.26% |
$835K - $933K
|
81.9K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$240 - $269
|
6.52K
$880K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.14K+ 36.18% |
$137K - $153K
|
4.29K
$579K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.6K- 11.06% |
$2.35M - $2.63M
|
157K
$21.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.49K- 4.38% |
$179K - $200K
|
32.4K
$4.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-494- 3.4% |
$59.4K - $66.3K
|
14K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.26KNew |
$392K - $438K
|
3.26K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.77K- 9.17% |
$454K - $507K
|
37.4K
$5.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-215- 36.63% |
$25.9K - $28.9K
|
372
$50.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
165+ 2.63% |
$19.8K - $22.2K
|
6.44K
$869K
|