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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.7K+ 143.38% |
$946K - $1.04M
|
14.8K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.35KNew |
$256K - $282K
|
2.35K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.31KNew |
$360K - $397K
|
3.31K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$109 - $120
|
4.82K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-106- 1.15% |
$11.5K - $12.7K
|
9.12K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-486K- 10.88% |
$52.8M - $58.2M
|
3.98M
$524M
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$388K - $428K
|
3.57K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
787+ 10.28% |
$85.5K - $94.3K
|
8.45K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-52- 0.6% |
$5.65K - $6.23K
|
8.64K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-152- 48.25% |
$16.5K - $18.2K
|
163
$21.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.32K- 59.39% |
$904K - $997K
|
5.69K
$750K
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.13KNew |
$232K - $255K
|
2.13K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.4K- 52.82% |
$261K - $287K
|
2.14K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37- 1.11% |
$4.02K - $4.43K
|
3.28K
$433K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.58K- 99.73% |
$281K - $309K
|
7
$922
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-17.7K- 46.43% |
$1.93M - $2.13M
|
20.5K
$2.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-193- 60.69% |
$21K - $23.1K
|
125
$16.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
803New |
$87.3K - $96.2K
|
803
$106K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
820New |
$89.1K - $98.3K
|
820
$108K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.23K- 30.4% |
$569K - $627K
|
12K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-41- 4.27% |
$4.46K - $4.91K
|
919
$121K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4- 0.19% |
$435 - $479
|
2.1K
$276K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
33.3K+ 25.11% |
$3.62M - $3.99M
|
166K
$21.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-864- 30.34% |
$93.9K - $104K
|
1.98K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-119- 2.59% |
$12.9K - $14.3K
|
4.47K
$589K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-222- 10.32% |
$24.1K - $26.6K
|
1.93K
$254K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-195- 10.03% |
$21.2K - $23.4K
|
1.75K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-163- 42.34% |
$17.7K - $19.5K
|
222
$29.3K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
35+ 0.38% |
$3.8K - $4.19K
|
9.3K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-542- 7.51% |
$58.9K - $65K
|
6.68K
$880K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 48.64% |
$177K - $195K
|
1.72K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.27KNew |
$790K - $871K
|
7.27K
$958K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
41+ 0.07% |
$4.46K - $4.91K
|
61.4K
$8.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6- 0.27% |
$652 - $719
|
2.25K
$296K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
645+ 37.07% |
$70.1K - $77.3K
|
2.39K
$314K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.15K- 26.38% |
$125K - $138K
|
3.2K
$422K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-138- 1.55% |
$15K - $16.5K
|
8.78K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113+ 113.0% |
$12.3K - $13.5K
|
213
$28.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
56New |
$6.09K - $6.71K
|
56
$7.38K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
296New |
$32.2K - $35.5K
|
296
$39K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-91- 4.0% |
$9.89K - $10.9K
|
2.19K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.92% |
$109 - $120
|
53
$6.98K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
414New |
$45K - $49.6K
|
414
$54.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-10- 0.27% |
$1.09K - $1.2K
|
3.74K
$493K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
182KNew |
$19.8M - $21.8M
|
182K
$24M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
28.5KNew |
$3.1M - $3.41M
|
28.5K
$3.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 89.6% |
$115K - $127K
|
123
$16.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.82KNew |
$198K - $219K
|
1.82K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-43- 97.73% |
$4.67K - $5.15K
|
1
$132
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-36- 67.92% |
$3.91K - $4.31K
|
17
$2.24K
|