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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-930- 14.48% |
$116K - $125K
|
5.49K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
62New |
$7.73K - $8.31K
|
62
$8.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.09KNew |
$136K - $146K
|
1.09K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2KNew |
$249K - $268K
|
2K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.8K+ 237.21% |
$5.08M - $5.47M
|
58K
$7.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$249 - $268
|
1.84K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.51KNew |
$313K - $337K
|
2.51K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$457K - $492K
|
3.67K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-103- 3.47% |
$12.8K - $13.8K
|
2.87K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.58KNew |
$197K - $211K
|
1.58K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
190New |
$23.7K - $25.5K
|
190
$25.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5- 0.26% |
$623 - $670
|
1.9K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11- 1.51% |
$1.37K - $1.47K
|
719
$97K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-759- 30.37% |
$94.6K - $102K
|
1.74K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
137New |
$17.1K - $18.4K
|
137
$18.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.58KNew |
$197K - $212K
|
1.58K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-53- 3.28% |
$6.6K - $7.1K
|
1.56K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-210- 5.65% |
$26.2K - $28.1K
|
3.51K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.61KNew |
$200K - $215K
|
1.61K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-61- 18.26% |
$7.6K - $8.17K
|
273
$36.8K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
342New |
$42.6K - $45.8K
|
342
$46.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-42.5K- 68.16% |
$5.3M - $5.7M
|
19.9K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.37K - $1.47K
|
3.66K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
416+ 71.6% |
$51.8K - $55.7K
|
997
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.17K- 38.71% |
$146K - $157K
|
1.86K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 51.22% |
$13.1K - $14.1K
|
100
$13.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-591- 15.97% |
$73.6K - $79.2K
|
3.11K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.49% |
$1.62K - $1.74K
|
2.67K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-248- 11.83% |
$30.9K - $33.2K
|
1.85K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.72K- 3.91% |
$214K - $230K
|
42.2K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
1.81K+ 13.36% |
$226K - $243K
|
15.4K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.57KNew |
$195K - $210K
|
1.57K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
600+ 21.93% |
$74.8K - $80.4K
|
3.34K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
28+ 0.71% |
$3.49K - $3.75K
|
3.95K
$533K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.4KNew |
$3.04M - $3.27M
|
24.4K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$125 - $134
|
2.5K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
268New |
$33.4K - $35.9K
|
268
$36.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-31- 0.97% |
$3.86K - $4.15K
|
3.15K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-161- 4.66% |
$20.1K - $21.6K
|
3.29K
$444K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.1KNew |
$511K - $549K
|
4.1K
$553K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.1K- 54.66% |
$1.51M - $1.62M
|
10K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
108+ 80.6% |
$13.5K - $14.5K
|
242
$32.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9New |
$1.12K - $1.21K
|
9
$1.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.09KNew |
$261K - $280K
|
2.09K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.8K+ 42.85% |
$2.85M - $3.06M
|
76.1K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
375+ 14.44% |
$46.7K - $50.2K
|
2.97K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41+ 1.21% |
$5.11K - $5.49K
|
3.44K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.44K- 6.61% |
$553K - $595K
|
62.8K
$8.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
940New |
$117K - $126K
|
940
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
392New |
$48.8K - $52.5K
|
392
$52.9K
|