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 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-3.25K- 28.02% |
$258K - $294K
|
8.35K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-763- 7.22% |
$60.4K - $69.1K
|
9.81K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.79K+ 42.4% |
$142K - $162K
|
6.02K
$794K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.7KNew |
$373K - $426K
|
4.7K
$620K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.5KNew |
$198K - $226K
|
2.5K
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Taiyo Life Insurance CO
|
BUY
|
- |
522K+ 66.5% |
$41.4M - $47.3M
|
1.31M
$172M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.52KNew |
$358K - $409K
|
4.52K
$596K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
192New |
$15.2K - $17.4K
|
192
$25.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.47K- 2.44% |
$116K - $133K
|
58.7K
$7.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
326New |
$25.8K - $29.5K
|
326
$43K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 28.79% |
$85.5K - $97.7K
|
2.67K
$352K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.64K+ 36.95% |
$130K - $149K
|
6.09K
$802K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5.38KNew |
$426K - $487K
|
5.38K
$709K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1+ 25.0% |
$79.2 - $90.5
|
5
$659
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.71K- 56.83% |
$135K - $154K
|
1.3K
$171K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.52K- 10.96% |
$120K - $137K
|
12.3K
$1.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
180New |
$14.3K - $16.3K
|
180
$23.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-625- 1.74% |
$49.5K - $56.6K
|
35.2K
$4.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
250+ 7.96% |
$19.8K - $22.6K
|
3.39K
$447K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.34K- 33.14% |
$106K - $121K
|
2.71K
$356K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
234New |
$18.5K - $21.2K
|
234
$30.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-808- 5.26% |
$64K - $73.1K
|
14.6K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
7.02KNew |
$556K - $635K
|
7.02K
$925K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-8.74K- 32.66% |
$693K - $792K
|
18K
$2.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-64.9K- 21.04% |
$5.14M - $5.87M
|
243K
$32.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.39KNew |
$189K - $216K
|
2.39K
$315K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 70.62% |
$911K - $1.04M
|
4.79K
$631K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-9.14K- 9.54% |
$724K - $827K
|
86.6K
$11.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
274New |
$21.7K - $24.8K
|
274
$36.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
22New |
$1.74K - $1.99K
|
22
$2.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.49K- 87.92% |
$356K - $406K
|
617
$81.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.53KNew |
$121K - $139K
|
1.53K
$202K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-533- 11.93% |
$42.2K - $48.3K
|
3.94K
$519K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$83.8K - $95.8K
|
1.06K
$139K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15Closed |
$1.19K - $1.44K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10+ 0.31% |
$794 - $960
|
3.21K
$422K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$31.8K - $38.4K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.1K- 68.81% |
$87.6K - $106K
|
500
$65.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.1KNew |
$87.1K - $105K
|
1.1K
$145K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504+ 70.19% |
$40K - $48.4K
|
1.22K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
131+ 0.46% |
$10.4K - $12.6K
|
28.7K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.3K+ 2.39% |
$500K - $605K
|
270K
$35.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
9.87K+ 76.84% |
$784K - $947K
|
22.7K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-83.6K- 1.8% |
$6.64M - $8.02M
|
4.57M
$602M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-64- 2.36% |
$5.08K - $6.14K
|
2.65K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.43KNew |
$193K - $233K
|
2.43K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.1K+ 446.75% |
$87.3K - $105K
|
1.35K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
583+ 8328.57% |
$46.3K - $56K
|
590
$77.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
787+ 219.83% |
$62.5K - $75.5K
|
1.15K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
109New |
$8.66K - $10.5K
|
109
$14.4K
|
|