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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
47New |
$3.82K - $4.82K
|
47
$6.19K
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$174K - $219K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-66Closed |
$5.36K - $6.77K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-2.99K- 36.98% |
$243K - $306K
|
5.09K
$670K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
34New |
$2.76K - $3.49K
|
34
$4.48K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-583- 45.19% |
$47.4K - $59.8K
|
707
$93.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-60.8KClosed |
$4.94M - $6.23M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.91KNew |
$155K - $196K
|
1.91K
$252K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-22.6KClosed |
$1.84M - $2.32M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-38.6K- 96.31% |
$3.14M - $3.96M
|
1.48K
$195K
|
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-5.11K- 50.24% |
$415K - $524K
|
5.06K
$667K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.51KClosed |
$610K - $770K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.57KNew |
$209K - $264K
|
2.57K
$339K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
14.6KNew |
$1.19M - $1.5M
|
14.6K
$1.93M
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.84KNew |
$231K - $291K
|
2.84K
$374K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.71K- 39.07% |
$220K - $278K
|
4.23K
$557K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$178K - $225K
|
2.19K
$289K
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-2.44KClosed |
$198K - $250K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1.53KClosed |
$125K - $157K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.34% |
$731 - $923
|
2.65K
$349K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100- 9.47% |
$8.13K - $10.3K
|
956
$126K
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-23.3KClosed |
$1.89M - $2.39M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-541- 18.23% |
$44K - $55.5K
|
2.43K
$320K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
68New |
$5.53K - $6.98K
|
68
$8.96K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-226Closed |
$18.4K - $23.2K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-150- 5.72% |
$12.2K - $15.4K
|
2.47K
$326K
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-155- 2.6% |
$12.6K - $15.9K
|
5.81K
$766K
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.8KClosed |
$227K - $287K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
83New |
$6.75K - $8.51K
|
83
$10.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.55KClosed |
$126K - $159K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-5.77KClosed |
$469K - $591K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.78KClosed |
$307K - $388K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-501- 15.0% |
$40.7K - $51.4K
|
2.84K
$374K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
7.04KNew |
$572K - $722K
|
7.04K
$928K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-385Closed |
$31.3K - $39.5K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-304Closed |
$24.7K - $31.2K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.51KClosed |
$122K - $154K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$9.41K - $11K
|
101
$13.3K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-10.3KClosed |
$962K - $1.12M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-54- 0.41% |
$5.03K - $5.86K
|
13.2K
$1.74M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-114Closed |
$10.6K - $12.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5.63KClosed |
$524K - $610K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.6KClosed |
$335K - $390K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-402KClosed |
$37.4M - $43.6M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-43.5K- 37.43% |
$4.05M - $4.72M
|
72.7K
$9.58M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.31KClosed |
$215K - $250K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
346+ 15.95% |
$32.2K - $37.5K
|
2.52K
$331K
|
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-532Closed |
$49.5K - $57.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-250Closed |
$23.3K - $27.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
400KNew |
$37.2M - $43.3M
|
400K
$52.7M
|
|