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 |
|---|---|---|---|---|---|---|---|
|
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
$10.8K
|
|
|
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
$65.9K
|
|
| 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
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-23Closed |
$2.25K - $2.39K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-101KClosed |
$9.82M - $10.5M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-28.8KClosed |
$2.81M - $3M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-42Closed |
$4.1K - $4.37K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-2.5KClosed |
$244K - $260K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.94KNew |
$775K - $826K
|
7.94K
$1.14M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-133Closed |
$13K - $13.8K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
194New |
$18.9K - $20.2K
|
194
$27.9K
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
74+ 96.1% |
$6.8K - $7.29K
|
151
$21.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.59KNew |
$514K - $550K
|
5.59K
$802K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-333Closed |
$30.6K - $32.8K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.8KClosed |
$258K - $276K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-95Closed |
$8.74K - $9.35K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.24KClosed |
$206K - $221K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-859Closed |
$79K - $84.6K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Bank Of Italy
|
BUY
|
- |
1.26M+ 155.55% |
$116M - $124M
|
2.07M
$297M
|
|
|
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
$1.4M
|
|
|
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 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
$47.8K
|
|
|
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
$13.5K
|
|
|
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
$273K
|
|
|
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
$962K
|
|