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 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.83K+ 14.27% |
$198K - $248K
|
14.7K
$2.11M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.05K- 16.56% |
$221K - $277K
|
10.3K
$1.48M
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
177+ 0.57% |
$19.1K - $23.9K
|
31.5K
$4.52M
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-422- 3.36% |
$45.6K - $57.1K
|
12.1K
$1.74M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-48- 0.35% |
$5.19K - $6.49K
|
13.7K
$1.96M
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
114+ 2.97% |
$12.3K - $15.4K
|
3.95K
$567K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 0.9% |
$24.3K - $30.4K
|
24.9K
$3.57M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3+ 0.02% |
$324 - $406
|
17.3K
$2.48M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-73- 0.06% |
$7.89K - $9.88K
|
130K
$18.6M
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
133+ 0.11% |
$14.4K - $18K
|
126K
$18.1M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.98K- 0.66% |
$754K - $945K
|
1.04M
$150M
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
53New |
$5.73K - $7.17K
|
53
$7.61K
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-705- 30.77% |
$76.2K - $95.4K
|
1.59K
$228K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.24K+ 36.91% |
$458K - $574K
|
15.7K
$2.26M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.42K- 44.32% |
$586K - $733K
|
6.81K
$978K
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.15K- 28.29% |
$232K - $291K
|
5.45K
$783K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-422- 1.58% |
$45.6K - $57.1K
|
26.3K
$3.78M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-347- 10.36% |
$37.5K - $46.9K
|
3K
$431K
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2K- 6.17% |
$216K - $271K
|
30.4K
$4.37M
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-605- 22.63% |
$65.4K - $81.9K
|
2.07K
$297K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-116K- 75.47% |
$12.6M - $15.8M
|
37.8K
$5.43M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.36K- 36.61% |
$147K - $184K
|
2.35K
$338K
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 0.35% |
$648 - $812
|
1.71K
$245K
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
210+ 10.58% |
$22.7K - $28.4K
|
2.2K
$315K
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-6- 0.3% |
$648 - $812
|
2.01K
$289K
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
32+ 0.94% |
$3.46K - $4.33K
|
3.44K
$494K
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.53K+ 12.19% |
$165K - $207K
|
14.1K
$2.02M
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.82KNew |
$196K - $246K
|
1.82K
$261K
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.44K- 12.82% |
$155K - $195K
|
9.78K
$1.4M
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-225- 20.64% |
$24.3K - $30.4K
|
865
$124K
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.5K+ 261.92% |
$919K - $1.15M
|
11.7K
$1.69M
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 23.52% |
$166K - $208K
|
4.99K
$716K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.4K- 12.1% |
$1.99M - $2.5M
|
134K
$19.2M
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-450- 16.91% |
$48.6K - $60.9K
|
2.21K
$317K
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.98K- 4.68% |
$213K - $267K
|
40.2K
$5.78M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
49.4K+ 16.13% |
$5.34M - $6.68M
|
356K
$51.1M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
104+ 63.03% |
$11.2K - $14.1K
|
269
$38.6K
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
4.2K+ 68.38% |
$453K - $568K
|
10.3K
$1.48M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27- 0.07% |
$2.92K - $3.65K
|
40.9K
$5.88M
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-195- 5.17% |
$21.1K - $26.4K
|
3.58K
$514K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-95- 15.94% |
$10.3K - $12.9K
|
501
$71.9K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.7K+ 28.43% |
$1.05M - $1.31M
|
43.8K
$6.29M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.7KNew |
$292K - $366K
|
2.7K
$388K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 0.5% |
$173K - $216K
|
316K
$45.4M
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
417+ 14.24% |
$45.1K - $56.4K
|
3.35K
$480K
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
10+ 0.33% |
$1.08K - $1.35K
|
3.07K
$441K
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.92K- 3.64% |
$207K - $260K
|
50.8K
$7.29M
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16+ 0.18% |
$1.73K - $2.16K
|
8.98K
$1.29M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.27KNew |
$138K - $172K
|
1.27K
$183K
|