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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-465- 5.26% |
$55.9K - $62.4K
|
8.38K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-18- 51.43% |
$2.16K - $2.42K
|
17
$2.44K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-19.5K- 90.32% |
$2.35M - $2.62M
|
2.09K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.27% |
$962 - $1.07K
|
2.94K
$423K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-814- 12.35% |
$97.9K - $109K
|
5.78K
$830K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
121New |
$14.5K - $16.3K
|
121
$17.4K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-34- 0.27% |
$4.09K - $4.57K
|
12.8K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-488- 20.44% |
$58.7K - $65.5K
|
1.9K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
70+ 37.43% |
$8.42K - $9.4K
|
257
$36.9K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-154- 8.28% |
$18.5K - $20.7K
|
1.71K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-29- 0.36% |
$3.49K - $3.89K
|
8.11K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-428- 4.68% |
$51.5K - $57.5K
|
8.71K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-36- 11.5% |
$4.33K - $4.83K
|
277
$39.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
50+ 2.13% |
$6.01K - $6.72K
|
2.4K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.49K- 54.19% |
$781K - $872K
|
5.49K
$788K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
158New |
$19K - $21.2K
|
158
$22.7K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-68- 3.41% |
$8.18K - $9.13K
|
1.93K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
183New |
$22K - $24.6K
|
183
$26.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-241- 4.99% |
$29K - $32.4K
|
4.59K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 85.37% |
$84.2K - $94K
|
1.52K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.13% |
$361 - $403
|
2.35K
$337K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-61- 0.65% |
$7.33K - $8.19K
|
9.33K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-143K- 81.74% |
$17.3M - $19.3M
|
32.1K
$4.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
140+ 8.91% |
$16.8K - $18.8K
|
1.71K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
22New |
$2.65K - $2.95K
|
22
$3.16K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
461+ 13.02% |
$55.4K - $61.9K
|
4K
$575K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-180- 17.7% |
$21.6K - $24.2K
|
837
$120K
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.35K- 31.07% |
$163K - $182K
|
3K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
42New |
$5.05K - $5.64K
|
42
$6.03K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 4.24% |
$601 - $672
|
123
$17.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
677New |
$81.4K - $90.9K
|
677
$97.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.03K- 40.7% |
$244K - $273K
|
2.96K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
148+ 34.42% |
$17.8K - $19.9K
|
578
$83K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 22.52% |
$4.09K - $4.57K
|
185
$26.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-182- 2.52% |
$21.9K - $24.4K
|
7.03K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-755- 21.37% |
$90.8K - $101K
|
2.78K
$399K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
140+ 8.44% |
$16.8K - $18.8K
|
1.8K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.55% |
$601 - $672
|
900
$129K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-879- 3.1% |
$106K - $118K
|
27.5K
$3.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-34- 3.7% |
$4.09K - $4.57K
|
885
$127K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.14K+ 36.18% |
$137K - $153K
|
4.29K
$616K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.26KNew |
$392K - $438K
|
3.26K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-215- 36.63% |
$25.9K - $28.9K
|
372
$53.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.73KNew |
$208K - $232K
|
1.73K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
95+ 13.07% |
$11.4K - $12.8K
|
822
$118K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.28KNew |
$275K - $307K
|
2.28K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-73K- 99.18% |
$8.78M - $9.81M
|
604
$86.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-103- 1.53% |
$12.4K - $13.8K
|
6.63K
$951K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-70- 2.27% |
$8.42K - $9.4K
|
3.02K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-113- 5.2% |
$13.6K - $15.2K
|
2.06K
$296K
|