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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.94KClosed |
$274K - $319K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2.53KNew |
$236K - $275K
|
2.53K
$334K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-64Closed |
$5.96K - $6.94K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-308Closed |
$28.7K - $33.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40Closed |
$3.73K - $4.34K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-248Closed |
$23.1K - $26.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.24KClosed |
$301K - $351K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-115Closed |
$10.7K - $12.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
16.3KNew |
$1.52M - $1.77M
|
16.3K
$2.15M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.79KNew |
$259K - $302K
|
2.79K
$367K
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-27.3KClosed |
$2.54M - $2.96M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.69K+ 54.19% |
$157K - $183K
|
4.8K
$633K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-300Closed |
$27.9K - $32.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-3.13KClosed |
$292K - $340K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.95KClosed |
$647K - $753K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-612Closed |
$57K - $66.4K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-40.7KClosed |
$3.79M - $4.41M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.5KClosed |
$1.26M - $1.46M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$96.7K - $113K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-4.66KClosed |
$434K - $505K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-15Closed |
$1.4K - $1.63K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-80Closed |
$7.45K - $8.68K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.91KClosed |
$178K - $207K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.72KClosed |
$253K - $295K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-702- 87.97% |
$65.4K - $76.1K
|
96
$12.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
25New |
$2.33K - $2.71K
|
25
$3.29K
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.53KClosed |
$236K - $275K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.03KClosed |
$189K - $221K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
209New |
$20.5K - $22.7K
|
209
$27.5K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
151New |
$14.8K - $16.4K
|
151
$19.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.44KNew |
$338K - $373K
|
3.44K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-480Closed |
$47.1K - $52.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-201Closed |
$19.7K - $21.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-649Closed |
$63.7K - $70.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-143- 19.56% |
$14K - $15.5K
|
588
$77.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.98KClosed |
$194K - $214K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-135Closed |
$13.3K - $14.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.82KClosed |
$179K - $198K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-44.1KClosed |
$4.33M - $4.78M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-74Closed |
$7.27K - $8.03K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$491 - $542
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$7.37K - $8.13K
|
75
$9.88K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.5KClosed |
$245K - $271K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.32KClosed |
$130K - $143K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-112KClosed |
$11M - $12.1M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
459New |
$45.1K - $49.8K
|
459
$60.5K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.5KClosed |
$244K - $260K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.59KClosed |
$545K - $582K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-7.1KClosed |
$693K - $739K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.04KClosed |
$297K - $317K
|
0
$0
|
|