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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.65KNew |
$248K - $267K
|
2.65K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.1K- 10.94% |
$196K - $212K
|
17.1K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.3K- 42.54% |
$589K - $635K
|
8.51K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.15KNew |
$574K - $620K
|
6.15K
$810K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-226KClosed |
$21.1M - $22.8M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
915+ 32.32% |
$85.5K - $92.3K
|
3.75K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
161New |
$15.1K - $16.2K
|
161
$21.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
913KNew |
$85.4M - $92.1M
|
913K
$120M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-16.7K- 11.25% |
$1.56M - $1.68M
|
132K
$17.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 29.13% |
$112K - $121K
|
2.92K
$384K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.7K+ 2.42% |
$1.93M - $2.09M
|
874K
$115M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-252- 1.51% |
$23.6K - $25.4K
|
16.4K
$2.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
32New |
$2.99K - $3.23K
|
32
$4.22K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.42K- 92.13% |
$132K - $143K
|
121
$15.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$2.06K - $2.22K
|
22
$2.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.25KNew |
$865K - $933K
|
9.25K
$1.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
38New |
$3.55K - $3.83K
|
38
$5.01K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-12- 29.27% |
$1.12K - $1.21K
|
29
$3.82K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-37.8K- 66.66% |
$3.53M - $3.81M
|
18.9K
$2.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-302- 2.73% |
$28.2K - $30.5K
|
10.8K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
154New |
$14.4K - $15.5K
|
154
$20.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.79KNew |
$448K - $484K
|
4.79K
$632K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
46New |
$4.3K - $4.64K
|
46
$6.06K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-95- 1.54% |
$8.88K - $9.58K
|
6.08K
$801K
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
17.1KNew |
$1.6M - $1.73M
|
17.1K
$2.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-204- 7.28% |
$19.1K - $20.6K
|
2.6K
$342K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
786New |
$73.5K - $79.3K
|
786
$104K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-841- 20.13% |
$78.6K - $84.8K
|
3.34K
$440K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
70New |
$6.54K - $7.06K
|
70
$9.22K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$46.7K - $50.4K
|
500
$65.9K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.66K- 25.85% |
$148K - $162K
|
4.76K
$627K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.65KClosed |
$414K - $453K
|
0
$0
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
238KNew |
$21.2M - $23.2M
|
238K
$31.4M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-56- 4.71% |
$4.98K - $5.46K
|
1.13K
$149K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-13- 86.67% |
$1.16K - $1.27K
|
2
$264
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-34- 4.96% |
$3.02K - $3.31K
|
651
$85.8K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-103- 80.47% |
$9.16K - $10K
|
25
$3.29K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
535+ 6.23% |
$47.6K - $52.1K
|
9.12K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.84K- 64.3% |
$520K - $570K
|
3.24K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$186K - $204K
|
2.09K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 98.34% |
$106K - $116K
|
20
$2.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-372- 5.51% |
$33.1K - $36.3K
|
6.37K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.54KNew |
$315K - $345K
|
3.54K
$466K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-51- 0.52% |
$4.54K - $4.97K
|
9.8K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11- 0.4% |
$979 - $1.07K
|
2.75K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-13.5K- 40.4% |
$1.2M - $1.32M
|
20K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2.5MNew |
$222M - $244M
|
2.5M
$329M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.72KNew |
$242K - $265K
|
2.72K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.01% |
$89 - $97.5
|
9.58K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
43New |
$3.83K - $4.19K
|
43
$5.67K
|
|