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 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-917- 15.04% |
$110K - $123K
|
5.18K
$744K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 6.14% |
$38.2K - $42.7K
|
4.86K
$698K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 21.21% |
$2.53K - $2.82K
|
120
$17.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-154- 16.49% |
$18.5K - $20.7K
|
780
$112K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-954- 13.17% |
$119K - $128K
|
6.29K
$903K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.04K+ 10.67% |
$130K - $140K
|
10.8K
$1.55M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-414- 3.45% |
$51.6K - $55.5K
|
11.6K
$1.66M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
507New |
$63.2K - $67.9K
|
507
$72.8K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.88KNew |
$359K - $385K
|
2.88K
$413K
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
33.4KNew |
$4.17M - $4.48M
|
33.4K
$4.8M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
2.94KNew |
$366K - $393K
|
2.94K
$422K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
131New |
$16.3K - $17.5K
|
131
$18.8K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
2.28KNew |
$284K - $305K
|
2.28K
$327K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
140New |
$17.4K - $18.8K
|
140
$20.1K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 46.44% |
$192K - $207K
|
1.78K
$256K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
132New |
$16.4K - $17.7K
|
132
$19K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.05K- 61.31% |
$380K - $409K
|
1.93K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2- 0.1% |
$249 - $268
|
1.92K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 0.88% |
$6.23K - $6.7K
|
5.71K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-163- 34.46% |
$20.3K - $21.8K
|
310
$44.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
62New |
$7.73K - $8.31K
|
62
$8.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$249 - $268
|
1.84K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.51KNew |
$313K - $337K
|
2.51K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$457K - $492K
|
3.67K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-103- 3.47% |
$12.8K - $13.8K
|
2.87K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.58KNew |
$197K - $211K
|
1.58K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
190New |
$23.7K - $25.5K
|
190
$27.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5- 0.26% |
$623 - $670
|
1.9K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11- 1.51% |
$1.37K - $1.47K
|
719
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-759- 30.37% |
$94.6K - $102K
|
1.74K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
137New |
$17.1K - $18.4K
|
137
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-210- 5.65% |
$26.2K - $28.1K
|
3.51K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.61KNew |
$200K - $215K
|
1.61K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-61- 18.26% |
$7.6K - $8.17K
|
273
$39.2K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
342New |
$42.6K - $45.8K
|
342
$49.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-42.5K- 68.16% |
$5.3M - $5.7M
|
19.9K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.37K - $1.47K
|
3.66K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
416+ 71.6% |
$51.8K - $55.7K
|
997
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.17K- 38.71% |
$146K - $157K
|
1.86K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 51.22% |
$13.1K - $14.1K
|
100
$14.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-591- 15.97% |
$73.6K - $79.2K
|
3.11K
$446K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-248- 11.83% |
$30.9K - $33.2K
|
1.85K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.57KNew |
$195K - $210K
|
1.57K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
28+ 0.71% |
$3.49K - $3.75K
|
3.95K
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$125 - $134
|
2.5K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
268New |
$33.4K - $35.9K
|
268
$38.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-31- 0.97% |
$3.86K - $4.15K
|
3.15K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-161- 4.66% |
$20.1K - $21.6K
|
3.29K
$473K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.1KNew |
$511K - $549K
|
4.1K
$588K
|
|