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 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.54K- 54.68% |
$382K - $478K
|
2.93K
$421K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.62KNew |
$175K - $219K
|
1.62K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 450.0% |
$973 - $1.22K
|
11
$1.58K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-398- 4.94% |
$43K - $53.8K
|
7.65K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
236+ 1.35% |
$25.5K - $31.9K
|
17.7K
$2.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
3.7KNew |
$400K - $501K
|
3.7K
$531K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.72K- 15.51% |
$294K - $368K
|
14.8K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.52K- 10.8% |
$704K - $882K
|
53.8K
$7.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-470- 6.66% |
$50.8K - $63.6K
|
6.59K
$946K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-568- 7.04% |
$61.4K - $76.9K
|
7.5K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-801- 4.42% |
$86.6K - $108K
|
17.3K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
66+ 1.71% |
$7.13K - $8.93K
|
3.93K
$564K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 14.92% |
$174K - $218K
|
12.4K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8- 0.01% |
$864 - $1.08K
|
69.9K
$10M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.03% |
$540 - $677
|
15.9K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 4.45% |
$10.8K - $13.5K
|
2.15K
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-65- 0.75% |
$7.02K - $8.79K
|
8.56K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-761- 19.07% |
$82.2K - $103K
|
3.23K
$464K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-140- 0.78% |
$15.1K - $18.9K
|
17.7K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.19% |
$324 - $406
|
1.6K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
180+ 16.5% |
$19.5K - $24.4K
|
1.27K
$183K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
381+ 137.05% |
$41.2K - $51.5K
|
659
$94.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-708- 13.06% |
$76.5K - $95.8K
|
4.72K
$677K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.3% |
$864 - $1.08K
|
2.68K
$385K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-598- 17.55% |
$64.6K - $80.9K
|
2.81K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.68K+ 57.03% |
$722K - $904K
|
18.4K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.06K- 6.28% |
$547K - $684K
|
75.5K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9+ 0.26% |
$973 - $1.22K
|
3.53K
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-710- 28.99% |
$76.7K - $96.1K
|
1.74K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-257- 3.68% |
$27.8K - $34.8K
|
6.73K
$967K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.51KNew |
$812K - $1.02M
|
7.51K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-231- 5.22% |
$25K - $31.3K
|
4.19K
$602K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-96- 5.17% |
$10.4K - $13K
|
1.76K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13- 0.21% |
$1.4K - $1.76K
|
6.05K
$869K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.27K+ 0.18% |
$137K - $171K
|
694K
$99.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-723- 1.81% |
$78.1K - $97.8K
|
39.3K
$5.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.4K- 6.11% |
$1.56M - $1.95M
|
221K
$31.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-101- 0.33% |
$10.9K - $13.7K
|
30.3K
$4.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.82K+ 2.61% |
$845K - $1.06M
|
307K
$44.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-214- 4.36% |
$23.1K - $29K
|
4.7K
$674K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
157+ 9.21% |
$17K - $21.2K
|
1.86K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-188- 3.42% |
$20.3K - $25.4K
|
5.31K
$762K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
50+ 0.96% |
$5.4K - $6.77K
|
5.26K
$755K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-253- 4.12% |
$27.3K - $34.2K
|
5.89K
$846K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
110K+ 449.85% |
$11.9M - $14.9M
|
134K
$19.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-670- 20.08% |
$72.4K - $90.7K
|
2.67K
$383K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.29KNew |
$464K - $581K
|
4.29K
$617K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-59- 0.38% |
$6.38K - $7.98K
|
15.3K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.67K- 42.69% |
$613K - $768K
|
7.62K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-55- 1.37% |
$5.94K - $7.44K
|
3.96K
$569K
|