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 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 2.39% |
$7.92K - $8.67K
|
3.82K
$548K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-51- 0.27% |
$4.54K - $4.97K
|
19.1K
$2.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
239New |
$21.3K - $23.3K
|
239
$34.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.48% |
$12.1K - $13.3K
|
28K
$4.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-53- 4.94% |
$4.72K - $5.17K
|
1.02K
$146K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-48.6K- 90.33% |
$4.33M - $4.74M
|
5.21K
$747K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7+ 0.3% |
$623 - $682
|
2.38K
$341K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.18KNew |
$194K - $213K
|
2.18K
$313K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.93K- 33.93% |
$172K - $188K
|
3.76K
$540K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
108New |
$9.61K - $10.5K
|
108
$15.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 19.21% |
$242K - $265K
|
11.5K
$1.64M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
46.2KNew |
$4.11M - $4.5M
|
46.2K
$6.63M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42New |
$3.74K - $4.09K
|
42
$6.03K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
330+ 9.39% |
$27.7K - $30.6K
|
3.85K
$552K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-37- 0.85% |
$3.11K - $3.43K
|
4.32K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-65.1K- 56.22% |
$5.47M - $6.03M
|
50.7K
$7.28M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.15KNew |
$349K - $384K
|
4.15K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.39K+ 97.53% |
$285K - $314K
|
6.87K
$987K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$1.68K - $1.85K
|
20
$2.87K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-11- 8.4% |
$925 - $1.02K
|
120
$17.2K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$382K - $421K
|
4.54K
$652K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.84KNew |
$238K - $263K
|
2.84K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-329- 1.51% |
$27.7K - $30.5K
|
21.5K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
31New |
$2.61K - $2.87K
|
31
$4.45K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.47K- 65.94% |
$460K - $507K
|
2.83K
$406K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-475- 1.02% |
$39.9K - $44K
|
46.2K
$6.63M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
96New |
$8.07K - $8.89K
|
96
$13.8K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
538New |
$45.2K - $49.8K
|
538
$77.3K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
330+ 9.39% |
$27.7K - $30.6K
|
3.85K
$552K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-449- 14.23% |
$37.7K - $41.6K
|
2.71K
$389K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
481KNew |
$40.4M - $44.5M
|
481K
$69M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.45% |
$925 - $1.02K
|
2.45K
$352K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
30+ 0.9% |
$2.52K - $2.78K
|
3.38K
$485K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.12K- 47.91% |
$262K - $289K
|
3.39K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 2.22% |
$7.48K - $8.24K
|
3.92K
$562K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
11+ 6.47% |
$925 - $1.02K
|
181
$26K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
303New |
$25.5K - $28.1K
|
303
$43.5K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-60- 18.69% |
$5.04K - $5.56K
|
261
$37.5K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
261New |
$21.9K - $24.2K
|
261
$37.5K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.31K- 44.34% |
$194K - $214K
|
2.9K
$416K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.06K- 54.32% |
$425K - $469K
|
4.26K
$611K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.68K- 35.55% |
$814K - $897K
|
17.5K
$2.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
6.56K+ 53.32% |
$552K - $608K
|
18.9K
$2.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
514New |
$43.2K - $47.6K
|
514
$73.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.38KNew |
$200K - $220K
|
2.38K
$342K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.46K- 5.83% |
$207K - $228K
|
39.8K
$5.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.45KNew |
$206K - $227K
|
2.45K
$352K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.11K- 24.42% |
$261K - $288K
|
9.62K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
17+ 0.53% |
$1.43K - $1.57K
|
3.2K
$459K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.4KNew |
$118K - $130K
|
1.4K
$201K
|
|