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 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-50- 0.98% |
$5.4K - $6.77K
|
5.07K
$728K
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-45- 0.39% |
$4.86K - $6.09K
|
11.4K
$1.63M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-659- 5.56% |
$71.2K - $89.2K
|
11.2K
$1.61M
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
413+ 0.47% |
$44.6K - $55.9K
|
87.4K
$12.6M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 28.5% |
$124K - $155K
|
5.18K
$743K
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.88K- 12.67% |
$1.07M - $1.34M
|
68.1K
$9.78M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
67.9K+ 59.63% |
$7.33M - $9.18M
|
182K
$26.1M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.2K+ 24.41% |
$1.85M - $2.32M
|
87.5K
$12.6M
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.15K- 14.92% |
$124K - $155K
|
6.55K
$941K
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-783- 23.95% |
$84.6K - $106K
|
2.49K
$357K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-360- 5.47% |
$38.9K - $48.7K
|
6.23K
$894K
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.04K- 11.82% |
$112K - $141K
|
7.75K
$1.11M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.18% |
$1.3K - $1.62K
|
6.75K
$969K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
541+ 5.16% |
$58.5K - $73.2K
|
11K
$1.58M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
866+ 15.47% |
$93.6K - $117K
|
6.46K
$928K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.99K+ 57.0% |
$755K - $945K
|
19.2K
$2.76M
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
125K+ 5.2% |
$13.5M - $16.9M
|
2.53M
$363M
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
56+ 0.76% |
$6.05K - $7.58K
|
7.42K
$1.06M
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.72K+ 19.27% |
$185K - $232K
|
10.6K
$1.52M
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
116New |
$12.5K - $15.7K
|
116
$16.7K
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-162- 3.15% |
$17.5K - $21.9K
|
4.97K
$714K
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.67K+ 24.61% |
$180K - $226K
|
8.46K
$1.21M
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.84KNew |
$415K - $520K
|
3.84K
$552K
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-211- 5.81% |
$22.8K - $28.5K
|
3.42K
$491K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
258+ 2.05% |
$27.9K - $34.9K
|
12.9K
$1.85M
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6K+ 1.84% |
$648K - $812K
|
332K
$47.7M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.2KNew |
$1.32M - $1.65M
|
12.2K
$1.75M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$1.6M - $2M
|
14.8K
$2.12M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.31M- 19.22% |
$142M - $178M
|
5.51M
$792M
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 1.38% |
$324 - $406
|
220
$31.6K
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7+ 0.37% |
$756 - $947
|
1.92K
$276K
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-156- 4.95% |
$16.9K - $21.1K
|
2.99K
$430K
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.73K- 74.47% |
$727K - $910K
|
2.31K
$331K
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.5KNew |
$162K - $203K
|
1.5K
$216K
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-272- 9.44% |
$29.4K - $36.8K
|
2.61K
$375K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.12KNew |
$121K - $152K
|
1.12K
$161K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-37- 16.44% |
$4K - $5.01K
|
188
$27K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.32K- 22.02% |
$143K - $179K
|
4.68K
$672K
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
3.85KNew |
$415K - $520K
|
3.85K
$552K
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-569- 2.36% |
$61.5K - $77K
|
23.6K
$3.38M
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.53KNew |
$165K - $207K
|
1.53K
$220K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.39K- 20.68% |
$258K - $323K
|
9.17K
$1.32M
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
439+ 5.32% |
$47.4K - $59.4K
|
8.69K
$1.25M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.26% |
$1.08K - $1.35K
|
3.93K
$564K
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.02K+ 60.68% |
$110K - $138K
|
2.7K
$388K
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.28K+ 0.19% |
$138K - $173K
|
662K
$95.1M
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.38K- 3.74% |
$149K - $186K
|
35.5K
$5.09M
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-490- 9.08% |
$52.9K - $66.3K
|
4.91K
$705K
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-93- 83.78% |
$10K - $12.6K
|
18
$2.58K
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-464- 19.41% |
$50.1K - $62.8K
|
1.93K
$277K
|