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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
274New |
$21.7K - $24.8K
|
274
$39.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
22New |
$1.74K - $1.99K
|
22
$3.16K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.49K- 87.92% |
$356K - $406K
|
617
$88.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.53KNew |
$121K - $139K
|
1.53K
$220K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-533- 11.93% |
$42.2K - $48.3K
|
3.94K
$565K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$83.8K - $95.8K
|
1.06K
$152K
|
|
| 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
$460K
|
|
|
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
$71.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.1KNew |
$87.1K - $105K
|
1.1K
$158K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504+ 70.19% |
$40K - $48.4K
|
1.22K
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
131+ 0.46% |
$10.4K - $12.6K
|
28.7K
$4.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.3K+ 2.39% |
$500K - $605K
|
270K
$38.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
9.87K+ 76.84% |
$784K - $947K
|
22.7K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-83.6K- 1.8% |
$6.64M - $8.02M
|
4.57M
$656M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-64- 2.36% |
$5.08K - $6.14K
|
2.65K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.1K+ 446.75% |
$87.3K - $105K
|
1.35K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
583+ 8328.57% |
$46.3K - $56K
|
590
$84.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
787+ 219.83% |
$62.5K - $75.5K
|
1.15K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
109New |
$8.66K - $10.5K
|
109
$15.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.81KNew |
$223K - $269K
|
2.81K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
857+ 5.45% |
$68.1K - $82.2K
|
16.6K
$2.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
33.2KNew |
$2.64M - $3.19M
|
33.2K
$4.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
33.2K+ 45.67% |
$2.64M - $3.19M
|
106K
$15.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 1.54% |
$3.26K - $3.93K
|
2.71K
$389K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-12.3K- 90.07% |
$974K - $1.18M
|
1.35K
$194K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
33+ 1.26% |
$2.62K - $3.17K
|
2.65K
$380K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
164New |
$13K - $15.7K
|
164
$23.5K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.93K- 44.46% |
$233K - $281K
|
3.66K
$526K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
885New |
$70.3K - $84.9K
|
885
$127K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
262KNew |
$20.8M - $25.2M
|
262K
$37.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
814+ 5.23% |
$64.6K - $78.1K
|
16.4K
$2.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-254- 0.7% |
$20.2K - $24.4K
|
35.9K
$5.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-110- 0.94% |
$8.74K - $10.6K
|
11.6K
$1.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.66KNew |
$211K - $255K
|
2.66K
$382K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-9.53KClosed |
$757K - $915K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-2.23K- 1.24% |
$177K - $214K
|
177K
$25.4M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-5- 0.18% |
$397 - $480
|
2.83K
$406K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.1K- 20.85% |
$87.7K - $106K
|
4.19K
$602K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 17.65% |
$238 - $288
|
20
$2.87K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-565- 10.02% |
$44.9K - $54.2K
|
5.08K
$729K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
207New |
$16.4K - $19.9K
|
207
$29.7K
|
|
| Q2 2022 | |||||||
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.29KClosed |
$186K - $234K
|
0
$0
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.86K- 3.37% |
$151K - $191K
|
53.4K
$7.66M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
42New |
$3.41K - $4.31K
|
42
$6.03K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-75Closed |
$6.1K - $7.69K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
648New |
$52.7K - $66.5K
|
648
$93K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
28+ 25.0% |
$2.28K - $2.87K
|
140
$20.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.95K- 43.89% |
$240K - $302K
|
3.77K
$541K
|
|