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 02, 2021
Q2 2021
|
Bank Of Italy
|
BUY
|
- |
1.26M+ 155.55% |
$116M - $124M
|
2.07M
$274M
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-890Closed |
$81.8K - $87.6K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-214Closed |
$19.7K - $21.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.74KNew |
$895K - $959K
|
9.74K
$1.29M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-35.9KClosed |
$3.3M - $3.54M
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.41KClosed |
$221K - $237K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.09KClosed |
$772K - $830K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.18KClosed |
$355K - $382K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
BUY
|
- |
3.99KNew |
$339K - $364K
|
3.99K
$528K
|
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.07KClosed |
$345K - $371K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-153Closed |
$13K - $14K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-45Closed |
$3.82K - $4.11K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
155+ 87.08% |
$13.2K - $14.1K
|
333
$44K
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-185Closed |
$15.7K - $16.9K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-189Closed |
$16K - $17.2K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-342Closed |
$29K - $31.2K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-650Closed |
$55.2K - $59.3K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
94New |
$7.98K - $8.58K
|
94
$12.4K
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$594 - $639
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.9KNew |
$162K - $174K
|
1.9K
$252K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-69Closed |
$5.86K - $6.3K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Chicago Capital, LLC
|
BUY
|
- |
6.7KNew |
$569K - $611K
|
6.7K
$886K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-340Closed |
$25.3K - $29.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-195Closed |
$14.5K - $16.8K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-141KClosed |
$10.5M - $12.1M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Kadensa Capital LTD
Central, K3 |
SELL
|
- |
-28.9KClosed |
$2.03M - $2.36M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-39.1KClosed |
$2.75M - $3.19M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.26KClosed |
$582K - $674K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-45.2KClosed |
$3.18M - $3.68M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
211KNew |
$14.8M - $17.2M
|
211K
$27.9M
|
|
|
Oct 07, 2020
Q3 2020
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.9KClosed |
$275K - $318K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 28.0% |
$386 - $509
|
32
$4.23K
|
|
|
Aug 14, 2020
Q2 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-505Closed |
$27.8K - $36.7K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.16KClosed |
$63.7K - $84K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87.2KNew |
$4.8M - $6.33M
|
87.2K
$11.5M
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-75.1KClosed |
$4.14M - $5.46M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-15.7KClosed |
$785K - $1.19M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
800New |
$50.8K - $57.3K
|
800
$106K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-55Closed |
$3.44K - $3.65K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-546Closed |
$33K - $35.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-32.6KClosed |
$1.74M - $2.05M
|
0
$0
|
|