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 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.46K- 10.99% |
$279K - $311K
|
19.9K
$2.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
581New |
$65.9K - $73.3K
|
581
$77.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.54K+ 18.78% |
$175K - $194K
|
9.74K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
55+ 2.54% |
$6.24K - $6.94K
|
2.22K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
369New |
$41.9K - $46.6K
|
369
$49K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.04K+ 24.57% |
$572K - $636K
|
25.6K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-667- 8.46% |
$75.7K - $84.2K
|
7.22K
$958K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
312+ 10.34% |
$35.4K - $39.4K
|
3.33K
$442K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.9KNew |
$1.35M - $1.51M
|
11.9K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
4+ 0.03% |
$454 - $505
|
14.2K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.09K- 4.91% |
$124K - $138K
|
21.1K
$2.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11K- 8.09% |
$1.24M - $1.38M
|
125K
$16.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.6KNew |
$181K - $202K
|
1.6K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-82- 4.83% |
$9.3K - $10.3K
|
1.62K
$214K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.5K+ 1.4% |
$4.6M - $5.11M
|
2.94M
$391M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
136+ 2.04% |
$15.4K - $17.2K
|
6.8K
$902K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
68+ 3.53% |
$7.71K - $8.58K
|
1.99K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.76KNew |
$200K - $222K
|
1.76K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-47- 0.97% |
$5.33K - $5.93K
|
4.78K
$634K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.63% |
$2.38K - $2.65K
|
3.33K
$441K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-849- 67.49% |
$96.3K - $107K
|
409
$54.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-80- 1.31% |
$9.08K - $10.1K
|
6.04K
$801K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 2.49% |
$117K - $130K
|
40.3K
$5.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.24% |
$113 - $126
|
423
$56.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
99New |
$11.2K - $12.5K
|
99
$13.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.83KNew |
$208K - $231K
|
1.83K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-26- 0.55% |
$2.95K - $3.28K
|
4.74K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-727- 18.54% |
$82.5K - $91.7K
|
3.19K
$424K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 54.55% |
$1.36K - $1.51K
|
10
$1.33K
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-800- 15.53% |
$90.8K - $101K
|
4.35K
$577K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 0.12% |
$567 - $631
|
4.01K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38+ 10.11% |
$4.31K - $4.79K
|
414
$54.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
35+ 7.61% |
$3.97K - $4.42K
|
495
$65.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-484- 11.51% |
$54.9K - $61.1K
|
3.72K
$494K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-500- 16.24% |
$56.7K - $63.1K
|
2.58K
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7+ 10.61% |
$794 - $883
|
73
$9.69K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.32% |
$113 - $126
|
307
$40.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
871New |
$98.8K - $110K
|
871
$116K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
118New |
$13.4K - $14.9K
|
118
$15.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-75- 3.26% |
$8.51K - $9.46K
|
2.23K
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3+ 0.02% |
$340 - $379
|
18.1K
$2.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
14K+ 39885.71% |
$1.58M - $1.76M
|
14K
$1.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
671+ 0.27% |
$76.1K - $84.7K
|
248K
$32.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.96K- 23.46% |
$222K - $247K
|
6.39K
$847K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-34- 2.33% |
$3.86K - $4.29K
|
1.43K
$189K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-218- 0.41% |
$24.7K - $27.5K
|
52.8K
$7M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
644New |
$73.1K - $81.3K
|
644
$85.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.41K+ 39.93% |
$160K - $178K
|
4.96K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-273- 12.73% |
$31K - $34.4K
|
1.87K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-802- 10.54% |
$91K - $101K
|
6.81K
$903K
|