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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2- 0.01% |
$249 - $268
|
15.5K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-541- 8.92% |
$67.4K - $72.5K
|
5.53K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-452- 12.12% |
$56.3K - $60.5K
|
3.28K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
164+ 56.36% |
$20.4K - $22K
|
455
$60.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.28K+ 83.99% |
$409K - $439K
|
7.18K
$950K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-924- 7.48% |
$115K - $124K
|
11.4K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.15K+ 17.63% |
$268K - $288K
|
14.3K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
96+ 1.53% |
$12K - $12.9K
|
6.37K
$842K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-105- 2.53% |
$13.1K - $14.1K
|
4.05K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
1.88KNew |
$234K - $251K
|
1.88K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.24% |
$125 - $134
|
413
$54.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
103+ 5.38% |
$12.8K - $13.8K
|
2.02K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.75K- 61.21% |
$1.22M - $1.31M
|
6.18K
$817K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.6K+ 2.22% |
$449K - $483K
|
166K
$21.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-178- 1.89% |
$22.2K - $23.8K
|
9.24K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.62KNew |
$202K - $217K
|
1.62K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
65+ 4.08% |
$8.1K - $8.71K
|
1.66K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-209- 4.1% |
$26K - $28K
|
4.89K
$646K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-495- 2.97% |
$61.7K - $66.3K
|
16.2K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-39- 1.12% |
$4.86K - $5.22K
|
3.44K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-117- 1.58% |
$14.6K - $15.7K
|
7.31K
$967K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-21- 0.23% |
$2.62K - $2.81K
|
9.14K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-75- 3.21% |
$9.35K - $10K
|
2.26K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-877- 5.93% |
$109K - $117K
|
13.9K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-420- 29.23% |
$52.3K - $56.3K
|
1.02K
$135K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
265New |
$33K - $35.5K
|
265
$35K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.22K+ 2.53% |
$152K - $164K
|
49.4K
$6.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-583- 2.22% |
$72.6K - $78.1K
|
25.7K
$3.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.5K+ 34.16% |
$1.31M - $1.41M
|
41.2K
$5.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-755- 17.57% |
$94.1K - $101K
|
3.54K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.61% |
$6.23K - $6.7K
|
8.31K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 2.78% |
$134K - $144K
|
37.5K
$4.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.57KNew |
$196K - $211K
|
1.57K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-110K- 21.07% |
$13.7M - $14.7M
|
411K
$54.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.78K- 2.87% |
$595K - $640K
|
162K
$21.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-171- 3.76% |
$21.3K - $22.9K
|
4.37K
$578K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.76K+ 186.05% |
$1.22M - $1.31M
|
15K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.82K- 3.87% |
$227K - $244K
|
45.3K
$6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
240+ 1.41% |
$29.9K - $32.2K
|
17.3K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 5.86% |
$308K - $331K
|
39.7K
$5.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-116K- 92.86% |
$14.5M - $15.6M
|
8.95K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
357+ 1.85% |
$44.5K - $47.8K
|
19.7K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.34KNew |
$292K - $314K
|
2.34K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
105+ 0.56% |
$13.1K - $14.1K
|
18.8K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
82+ 0.68% |
$10.2K - $11K
|
12.1K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.63K+ 16.24% |
$203K - $218K
|
11.7K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.01K+ 30.74% |
$376K - $404K
|
12.8K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-610- 10.01% |
$76K - $81.7K
|
5.48K
$725K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-190- 4.66% |
$23.7K - $25.5K
|
3.88K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
21.1K+ 9.37% |
$2.63M - $2.83M
|
247K
$32.6M
|