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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.17K+ 8.65% |
$105K - $123K
|
14.7K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.13KNew |
$281K - $329K
|
3.13K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-287- 7.2% |
$25.8K - $30.2K
|
3.7K
$499K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
93.6K+ 8.77% |
$8.42M - $9.85M
|
1.16M
$157M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.74K- 5.0% |
$157K - $183K
|
33.1K
$4.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
46KNew |
$4.14M - $4.84M
|
46K
$6.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-387- 11.82% |
$34.8K - $40.7K
|
2.89K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.03KNew |
$182K - $213K
|
2.03K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.84K- 12.33% |
$436K - $510K
|
34.4K
$4.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.12KNew |
$191K - $223K
|
2.12K
$286K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
253+ 6.3% |
$22.8K - $26.6K
|
4.27K
$576K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
164New |
$14.8K - $17.3K
|
164
$22.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.96KNew |
$176K - $206K
|
1.96K
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
74.1KNew |
$6.67M - $7.8M
|
74.1K
$10M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.95KNew |
$176K - $205K
|
1.95K
$263K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
25+ 11.11% |
$2.25K - $2.63K
|
250
$33.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
522New |
$47K - $54.9K
|
522
$70.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-189- 7.05% |
$17K - $19.9K
|
2.49K
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
613+ 1.9% |
$55.2K - $64.5K
|
32.9K
$4.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 1.35% |
$450 - $526
|
365
$49.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-448- 9.4% |
$40.3K - $47.2K
|
4.32K
$583K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1K+ 4.66% |
$90K - $105K
|
22.4K
$3.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-95- 37.55% |
$8.55K - $10K
|
158
$21.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
116+ 0.78% |
$10.4K - $12.2K
|
15.1K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.33KNew |
$209K - $245K
|
2.33K
$314K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-208- 6.21% |
$18.7K - $21.9K
|
3.14K
$424K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
502+ 12.35% |
$45.2K - $52.8K
|
4.57K
$616K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.39K+ 58.01% |
$125K - $146K
|
3.79K
$511K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-259- 8.72% |
$23.3K - $27.3K
|
2.71K
$366K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.99KNew |
$179K - $209K
|
1.99K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 3.88% |
$450 - $526
|
134
$18.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
97+ 0.75% |
$8.73K - $10.2K
|
13K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.09KNew |
$188K - $220K
|
2.09K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.05KNew |
$94.8K - $111K
|
1.05K
$142K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.69KNew |
$332K - $388K
|
3.69K
$497K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
257New |
$23.1K - $27K
|
257
$34.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-300- 8.19% |
$27K - $31.6K
|
3.37K
$454K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-39.8K- 7.68% |
$3.58M - $4.19M
|
478K
$64.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-413- 5.81% |
$37.2K - $43.5K
|
6.69K
$903K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
150+ 0.99% |
$13.5K - $15.8K
|
15.3K
$2.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.89K+ 6.77% |
$170K - $199K
|
29.8K
$4.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
55New |
$4.95K - $5.79K
|
55
$7.42K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-463- 30.14% |
$41.7K - $48.7K
|
1.07K
$145K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-8.63K- 66.76% |
$777K - $908K
|
4.3K
$580K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-185- 8.02% |
$17.3K - $18.7K
|
2.12K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-53.8K- 20.01% |
$5.03M - $5.43M
|
215K
$29M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
125New |
$11.7K - $12.6K
|
125
$16.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5K+ 7.0% |
$467K - $504K
|
76.3K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.65KNew |
$248K - $267K
|
2.65K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.1K- 10.94% |
$196K - $212K
|
17.1K
$2.31M
|
|