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 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-283- 8.15% |
$30.6K - $38.3K
|
3.19K
$458K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 3.33% |
$108 - $135
|
31
$4.45K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-6- 3.08% |
$648 - $812
|
189
$27.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
144+ 12.66% |
$15.6K - $19.5K
|
1.28K
$184K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 8.96% |
$29.1K - $36.4K
|
2.73K
$392K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
672+ 35.56% |
$72.6K - $90.9K
|
2.56K
$368K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-137- 2.45% |
$14.8K - $18.5K
|
5.47K
$785K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.02K+ 3.51% |
$218K - $273K
|
59.5K
$8.54M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
820+ 6.76% |
$88.6K - $111K
|
13K
$1.86M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.38K+ 48.48% |
$798K - $999K
|
22.6K
$3.25M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.32% |
$1.62K - $2.03K
|
4.75K
$681K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
18+ 0.39% |
$1.95K - $2.44K
|
4.61K
$662K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 0.33% |
$864 - $1.08K
|
2.44K
$351K
|
|
| Q1 2025 | |||||||
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.75KNew |
$692K - $773K
|
5.75K
$826K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 1.16% |
$4.45K - $4.97K
|
3.24K
$465K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
191New |
$23K - $25.7K
|
191
$27.4K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.29K+ 26.07% |
$516K - $576K
|
20.7K
$2.98M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.37KNew |
$164K - $184K
|
1.37K
$196K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.95KClosed |
$1.2M - $1.34M
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-40- 19.23% |
$4.81K - $5.37K
|
168
$24.1K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
50+ 33.56% |
$6.01K - $6.72K
|
199
$28.6K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-154- 0.79% |
$18.5K - $20.7K
|
19.3K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-61.6K- 69.5% |
$7.4M - $8.27M
|
27K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$240 - $269
|
4.82K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-28- 0.15% |
$3.37K - $3.76K
|
18.9K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.89K- 99.88% |
$829K - $925K
|
8
$1.15K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-729- 10.97% |
$87.7K - $97.9K
|
5.92K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-84- 2.34% |
$10.1K - $11.3K
|
3.51K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.75K+ 60.58% |
$812K - $907K
|
17.9K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.32KNew |
$279K - $312K
|
2.32K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20New |
$2.4K - $2.69K
|
20
$2.87K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.47K+ 94.96% |
$657K - $734K
|
11.2K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-195- 5.94% |
$23.4K - $26.2K
|
3.09K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.4KNew |
$5.1M - $5.7M
|
42.4K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-42.6K- 20.91% |
$5.12M - $5.72M
|
161K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.26KNew |
$512K - $572K
|
4.26K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 42.39% |
$253K - $283K
|
7.07K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-15K- 52.58% |
$1.8M - $2.02M
|
13.5K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.69KNew |
$203K - $227K
|
1.69K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-542K- 4.55% |
$65.2M - $72.8M
|
11.4M
$1.63B
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
26New |
$3.13K - $3.49K
|
26
$3.73K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-10.1K- 10.12% |
$1.22M - $1.36M
|
90K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8+ 0.44% |
$962 - $1.07K
|
1.81K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
926+ 22.05% |
$111K - $124K
|
5.13K
$736K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-532- 15.22% |
$64K - $71.4K
|
2.96K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
309+ 119.31% |
$37.2K - $41.5K
|
568
$81.6K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.8KNew |
$938K - $1.05M
|
7.8K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-30- 1.5% |
$3.61K - $4.03K
|
1.97K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
81+ 2.35% |
$9.74K - $10.9K
|
3.52K
$506K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-53- 86.89% |
$6.37K - $7.12K
|
8
$1.15K
|
|