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 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
247+ 11.64% |
$26.7K - $33.4K
|
2.37K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-727- 19.8% |
$78.6K - $98.4K
|
2.95K
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-157- 3.12% |
$17K - $21.2K
|
4.88K
$659K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-555- 0.7% |
$60K - $75.1K
|
78.8K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-47- 0.96% |
$5.08K - $6.36K
|
4.83K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.23K- 8.2% |
$349K - $438K
|
36.2K
$4.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-568- 0.34% |
$61.4K - $76.9K
|
166K
$22.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-367- 11.46% |
$39.7K - $49.7K
|
2.84K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-727- 14.85% |
$78.6K - $98.4K
|
4.17K
$563K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.61KNew |
$174K - $218K
|
1.61K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-419- 10.71% |
$45.3K - $56.7K
|
3.5K
$472K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.11K+ 5.44% |
$119K - $150K
|
21.4K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
481+ 4.1% |
$52K - $65.1K
|
12.2K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-18- 0.57% |
$1.95K - $2.44K
|
3.13K
$423K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-427- 3.03% |
$46.1K - $57.8K
|
13.7K
$1.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-107- 0.6% |
$11.6K - $14.5K
|
17.8K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
10+ 0.18% |
$1.08K - $1.35K
|
5.69K
$768K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-50- 2.37% |
$5.4K - $6.77K
|
2.06K
$278K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.22K- 14.88% |
$347K - $435K
|
18.4K
$2.48M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-982- 10.3% |
$106K - $133K
|
8.55K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
26+ 0.69% |
$2.81K - $3.52K
|
3.81K
$514K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
8.51K+ 28.54% |
$920K - $1.15M
|
38.3K
$5.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.99K- 6.4% |
$323K - $404K
|
43.7K
$5.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-122- 0.47% |
$13.2K - $16.5K
|
25.9K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.45% |
$116K - $145K
|
10.4K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-190- 0.58% |
$20.5K - $25.7K
|
32.3K
$4.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-309- 2.65% |
$33.4K - $41.8K
|
11.3K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-53- 2.46% |
$5.73K - $7.17K
|
2.1K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.55K+ 2.21% |
$491K - $615K
|
210K
$28.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12.4K- 21.18% |
$1.34M - $1.68M
|
46.2K
$6.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
162+ 7.39% |
$17.5K - $21.9K
|
2.35K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13.3K- 10.68% |
$1.44M - $1.8M
|
111K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
741New |
$80.1K - $100K
|
741
$100K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-92- 0.47% |
$9.94K - $12.4K
|
19.6K
$2.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.53K+ 9.43% |
$598K - $749K
|
64.2K
$8.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.17K+ 6.0% |
$342K - $428K
|
55.9K
$7.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29- 1.22% |
$3.13K - $3.92K
|
2.35K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
4.49K+ 1.64% |
$485K - $607K
|
278K
$37.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
12KNew |
$1.29M - $1.62M
|
12K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 0.27% |
$3.24K - $4.06K
|
11.2K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-21- 0.22% |
$2.27K - $2.84K
|
9.49K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
56+ 15.38% |
$6.05K - $7.58K
|
420
$56.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.41K+ 8.82% |
$152K - $191K
|
17.4K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-41- 0.27% |
$4.43K - $5.55K
|
15.3K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.45K+ 2.1% |
$157K - $197K
|
70.9K
$9.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 13.16% |
$21.6K - $27.1K
|
1.32K
$178K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.06K- 3.18% |
$114K - $143K
|
32.3K
$4.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-297- 4.62% |
$32.1K - $40.2K
|
6.13K
$828K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.02K- 15.75% |
$542K - $679K
|
26.8K
$3.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
51+ 0.25% |
$5.51K - $6.9K
|
20.3K
$2.74M
|