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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.47K- 1.24% |
$375K - $470K
|
278K
$37.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-857- 0.56% |
$92.6K - $116K
|
152K
$20.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
154+ 1.92% |
$16.6K - $20.8K
|
8.17K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-442- 6.92% |
$47.8K - $59.8K
|
5.94K
$802K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-365- 12.09% |
$39.4K - $49.4K
|
2.66K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
302+ 11.3% |
$32.6K - $40.9K
|
2.98K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.27K+ 63.0% |
$785K - $983K
|
18.8K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-97- 2.42% |
$10.5K - $13.1K
|
3.92K
$528K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.21K- 5.75% |
$130K - $163K
|
19.8K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.23K- 34.19% |
$457K - $572K
|
8.13K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 8.48% |
$11.9K - $14.9K
|
1.41K
$190K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.97K- 4.92% |
$537K - $672K
|
96K
$13M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$108 - $135
|
558
$75.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18.2K- 43.36% |
$1.96M - $2.46M
|
23.7K
$3.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 1.41% |
$9.4K - $11.8K
|
6.09K
$822K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-79- 1.31% |
$8.54K - $10.7K
|
5.97K
$806K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-283- 8.15% |
$30.6K - $38.3K
|
3.19K
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 3.33% |
$108 - $135
|
31
$4.18K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-6- 3.08% |
$648 - $812
|
189
$25.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
144+ 12.66% |
$15.6K - $19.5K
|
1.28K
$173K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 8.96% |
$29.1K - $36.4K
|
2.73K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
672+ 35.56% |
$72.6K - $90.9K
|
2.56K
$346K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-137- 2.45% |
$14.8K - $18.5K
|
5.47K
$737K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.02K+ 3.51% |
$218K - $273K
|
59.5K
$8.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
820+ 6.76% |
$88.6K - $111K
|
13K
$1.75M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.38K+ 48.48% |
$798K - $999K
|
22.6K
$3.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.32% |
$1.62K - $2.03K
|
4.75K
$640K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
18+ 0.39% |
$1.95K - $2.44K
|
4.61K
$622K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 0.33% |
$864 - $1.08K
|
2.44K
$330K
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.37KNew |
$164K - $184K
|
1.37K
$184K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.95KClosed |
$1.2M - $1.34M
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-40.5K- 90.95% |
$4.87M - $5.43M
|
4.03K
$544K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 112.66% |
$1.56M - $1.74M
|
24.4K
$3.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 41.77% |
$124K - $138K
|
1.44K
$194K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
88.8K+ 3.84% |
$10.7M - $11.9M
|
2.4M
$324M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-718- 29.14% |
$86.3K - $96.4K
|
1.75K
$236K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.13K- 35.79% |
$376K - $420K
|
5.61K
$756K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
257+ 2.93% |
$30.9K - $34.5K
|
9.03K
$1.22M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9- 0.08% |
$1.08K - $1.21K
|
10.6K
$1.43M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-40- 19.23% |
$4.81K - $5.37K
|
168
$22.7K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.01K+ 6.77% |
$242K - $270K
|
31.7K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.25% |
$481 - $537
|
1.61K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-369- 0.48% |
$44.4K - $49.6K
|
76.1K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
625+ 13.78% |
$75.2K - $83.9K
|
5.16K
$697K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.22K- 45.89% |
$147K - $164K
|
1.44K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
50+ 33.56% |
$6.01K - $6.72K
|
199
$26.9K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15- 0.48% |
$1.8K - $2.01K
|
3.14K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.95K- 50.23% |
$595K - $665K
|
4.9K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-82- 1.03% |
$9.86K - $11K
|
7.9K
$1.07M
|
|