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, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-90- 1.12% |
$9.26K - $10.3K
|
7.98K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12+ 0.46% |
$1.23K - $1.38K
|
2.62K
$348K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
35New |
$3.6K - $4.02K
|
35
$4.64K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
868New |
$89.3K - $99.8K
|
868
$115K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.87KNew |
$192K - $215K
|
1.87K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-912- 49.43% |
$93.9K - $105K
|
933
$124K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.31KNew |
$340K - $380K
|
3.31K
$439K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.38K- 25.55% |
$142K - $158K
|
4.02K
$533K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.72K- 32.62% |
$177K - $198K
|
3.56K
$472K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.5KNew |
$2.32M - $2.59M
|
22.5K
$2.99M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
265+ 13.25% |
$27.3K - $30.5K
|
2.27K
$301K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.76KNew |
$181K - $202K
|
1.76K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.83KNew |
$188K - $210K
|
1.83K
$242K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-164- 1.35% |
$16.9K - $18.9K
|
12K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.84K- 9.74% |
$704K - $786K
|
63.4K
$8.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.79KNew |
$185K - $206K
|
1.79K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.89KNew |
$194K - $217K
|
1.89K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-177- 17.25% |
$18.2K - $20.3K
|
849
$113K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.42K- 28.25% |
$867K - $968K
|
21.4K
$2.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18New |
$1.85K - $2.07K
|
18
$2.39K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
385New |
$39.6K - $44.3K
|
385
$51.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-850- 24.09% |
$87.5K - $97.7K
|
2.68K
$355K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-51- 69.86% |
$5.25K - $5.86K
|
22
$2.92K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-32- 56.14% |
$3.29K - $3.68K
|
25
$3.32K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
58New |
$5.97K - $6.67K
|
58
$7.7K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.44K- 35.53% |
$766K - $856K
|
13.5K
$1.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
88New |
$9.06K - $10.1K
|
88
$11.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
274+ 14.27% |
$28.2K - $31.5K
|
2.19K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 0.63% |
$206 - $230
|
313
$41.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-415- 19.33% |
$42.7K - $47.7K
|
1.73K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
570+ 5.13% |
$58.7K - $65.5K
|
11.7K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 1.31% |
$926 - $1.03K
|
694
$92.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30.9KNew |
$3.18M - $3.55M
|
30.9K
$4.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
44New |
$4.53K - $5.06K
|
44
$5.84K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-810- 73.3% |
$83.4K - $93.1K
|
295
$39.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
195New |
$20.1K - $22.4K
|
195
$25.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-206- 7.29% |
$21.2K - $23.7K
|
2.62K
$348K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 15.69% |
$20.6K - $23K
|
1.08K
$143K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$900 - $1.05K
|
10
$1.33K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
33.4KNew |
$3.01M - $3.52M
|
33.4K
$4.43M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$388K - $454K
|
4.31K
$572K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$99.1K - $116K
|
1.1K
$146K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.36KNew |
$123K - $144K
|
1.36K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23+ 10.5% |
$2.07K - $2.42K
|
242
$32.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
176New |
$15.8K - $18.5K
|
176
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.04K- 3.33% |
$183K - $214K
|
59.1K
$7.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.2% |
$4.05K - $4.74K
|
3.72K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
32.4KNew |
$2.92M - $3.41M
|
32.4K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-101- 0.96% |
$9.09K - $10.6K
|
10.4K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.05KNew |
$274K - $321K
|
3.05K
$404K
|
|