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 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-340Closed |
$25.3K - $29.3K
|
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
$30.3M
|
|
|
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
$4.59K
|
|
|
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
$12.5M
|
|
|
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
$115K
|
|
| 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
|
|