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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-795- 2.64% |
$99.1K - $106K
|
29.4K
$3.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3+ 0.05% |
$374 - $402
|
6.02K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.82KNew |
$226K - $243K
|
1.82K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43- 0.96% |
$5.36K - $5.76K
|
4.44K
$588K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-207- 2.95% |
$25.8K - $27.7K
|
6.8K
$900K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.89K+ 2887.0% |
$360K - $387K
|
2.99K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
45+ 1.79% |
$5.61K - $6.03K
|
2.55K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
456+ 67.66% |
$56.8K - $61.1K
|
1.13K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
590+ 2.35% |
$73.5K - $79K
|
25.7K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-320- 1.66% |
$39.9K - $42.9K
|
18.9K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.16K+ 51.17% |
$269K - $289K
|
6.38K
$843K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-639- 8.8% |
$79.6K - $85.6K
|
6.62K
$876K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.49KNew |
$310K - $333K
|
2.49K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-9- 4.05% |
$1.12K - $1.21K
|
213
$28.2K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-593- 0.5% |
$73.9K - $79.4K
|
117K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6New |
$748 - $804
|
6
$794
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.97K- 19.01% |
$370K - $398K
|
12.7K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6+ 0.16% |
$748 - $804
|
3.67K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.63K- 3.66% |
$327K - $352K
|
69.2K
$9.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49New |
$6.11K - $6.56K
|
49
$6.48K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-825- 6.48% |
$103K - $111K
|
11.9K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
488New |
$60.8K - $65.4K
|
488
$64.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.56K- 12.42% |
$319K - $343K
|
18K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22New |
$2.74K - $2.95K
|
22
$2.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
120+ 0.89% |
$15K - $16.1K
|
13.6K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$18.7K - $20.1K
|
150
$19.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.22K+ 6.79% |
$402K - $432K
|
50.7K
$6.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.06K- 7.67% |
$256K - $275K
|
24.8K
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.25K+ 40.66% |
$156K - $167K
|
4.32K
$571K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
33+ 0.93% |
$4.11K - $4.42K
|
3.59K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$1.12K - $1.21K
|
5.33K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-56- 0.5% |
$6.98K - $7.5K
|
11.1K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-100- 1.63% |
$12.5K - $13.4K
|
6.04K
$798K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.01K+ 12.83% |
$625K - $672K
|
44.1K
$5.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
70+ 2.31% |
$8.72K - $9.38K
|
3.1K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-350- 6.6% |
$43.6K - $46.9K
|
4.95K
$655K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.98K- 17.5% |
$371K - $399K
|
14.1K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-36- 1.44% |
$4.49K - $4.82K
|
2.46K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
108+ 0.92% |
$13.5K - $14.5K
|
11.8K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-827- 0.47% |
$103K - $111K
|
177K
$23.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
165+ 1.18% |
$20.6K - $22.1K
|
14.1K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-355- 10.49% |
$44.2K - $47.6K
|
3.03K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.7K+ 34.86% |
$835K - $897K
|
25.9K
$3.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.17K+ 3.8% |
$270K - $290K
|
59.2K
$7.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-195- 3.01% |
$24.3K - $26.1K
|
6.28K
$830K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-2.67K- 18.38% |
$333K - $358K
|
11.9K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.83K- 99.95% |
$228K - $245K
|
1
$132
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
246+ 3.92% |
$30.7K - $33K
|
6.52K
$862K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 22.15% |
$131K - $141K
|
5.78K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-90- 1.99% |
$11.2K - $12.1K
|
4.43K
$586K
|