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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-542- 7.51% |
$58.9K - $65K
|
6.68K
$901K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 48.64% |
$177K - $195K
|
1.72K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
41+ 0.07% |
$4.46K - $4.91K
|
61.4K
$8.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6- 0.27% |
$652 - $719
|
2.25K
$303K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
645+ 37.07% |
$70.1K - $77.3K
|
2.39K
$322K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-138- 1.55% |
$15K - $16.5K
|
8.78K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113+ 113.0% |
$12.3K - $13.5K
|
213
$28.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
56New |
$6.09K - $6.71K
|
56
$7.56K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
296New |
$32.2K - $35.5K
|
296
$39.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.92% |
$109 - $120
|
53
$7.15K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
414New |
$45K - $49.6K
|
414
$55.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
182KNew |
$19.8M - $21.8M
|
182K
$24.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
28.5KNew |
$3.1M - $3.41M
|
28.5K
$3.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 89.6% |
$115K - $127K
|
123
$16.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.82KNew |
$198K - $219K
|
1.82K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-43- 97.73% |
$4.67K - $5.15K
|
1
$135
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-36- 67.92% |
$3.91K - $4.31K
|
17
$2.29K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
55New |
$5.98K - $6.59K
|
55
$7.42K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-782- 9.96% |
$85K - $93.7K
|
7.07K
$954K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-712- 27.8% |
$77.4K - $85.3K
|
1.85K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$109 - $120
|
1.75K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
7New |
$761 - $839
|
7
$945
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-135- 43.41% |
$14.7K - $16.2K
|
176
$23.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.74KNew |
$189K - $208K
|
1.74K
$235K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$3.15K - $3.48K
|
29
$3.91K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-198- 3.08% |
$21.5K - $23.7K
|
6.24K
$841K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-110- 2.64% |
$12K - $13.2K
|
4.06K
$548K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.55KClosed |
$160K - $178K
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
924+ 3.85% |
$95.1K - $106K
|
24.9K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
51.4K+ 95266.67% |
$5.29M - $5.91M
|
51.5K
$6.95M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-187- 7.5% |
$19.2K - $21.5K
|
2.31K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
364+ 627.59% |
$37.5K - $41.8K
|
422
$56.9K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
874New |
$89.9K - $100K
|
874
$118K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.74K- 31.51% |
$591K - $660K
|
12.5K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.62KNew |
$269K - $301K
|
2.62K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 1.34% |
$8.23K - $9.2K
|
5.91K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-150K- 40.82% |
$15.4M - $17.2M
|
217K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-22.7K- 19.82% |
$2.33M - $2.61M
|
91.8K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-65- 2.32% |
$6.69K - $7.47K
|
2.73K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.75K+ 34.44% |
$695K - $776K
|
26.3K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.5KNew |
$1.39M - $1.55M
|
13.5K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
34+ 1.0% |
$3.5K - $3.91K
|
3.43K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-370- 10.4% |
$38.1K - $42.5K
|
3.19K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$1.96K - $2.18K
|
19
$2.56K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-11.1K- 95.61% |
$1.14M - $1.28M
|
510
$68.8K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.11KNew |
$320K - $357K
|
3.11K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.29KNew |
$442K - $493K
|
4.29K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
115New |
$11.8K - $13.2K
|
115
$15.5K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-591- 22.94% |
$60.8K - $67.9K
|
1.99K
$268K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-90- 1.12% |
$9.26K - $10.3K
|
7.98K
$1.08M
|
|