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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-177- 8.47% |
$21.3K - $23.8K
|
1.91K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-400- 4.88% |
$48.1K - $53.7K
|
7.8K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
609+ 38.86% |
$73.2K - $81.8K
|
2.18K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-212- 6.31% |
$25.5K - $28.5K
|
3.15K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
35.3K+ 6.44% |
$4.24M - $4.74M
|
583K
$78.7M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.8K- 15.04% |
$1.66M - $1.85M
|
78K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.55K- 3.07% |
$306K - $342K
|
80.5K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
682+ 6.95% |
$82K - $91.6K
|
10.5K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.72KNew |
$207K - $231K
|
1.72K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.8K- 3.24% |
$1.42M - $1.58M
|
351K
$47.4M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.99KNew |
$239K - $267K
|
1.99K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-334- 3.98% |
$40.2K - $44.9K
|
8.05K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.69K+ 1.36% |
$204K - $228K
|
127K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.4K- 19.36% |
$408K - $456K
|
14.1K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20New |
$2.4K - $2.69K
|
20
$2.7K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.25% |
$481 - $537
|
1.6K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
585+ 1.96% |
$70.3K - $78.6K
|
30.4K
$4.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80K+ 9.67% |
$9.62M - $10.8M
|
907K
$122M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
320+ 12.13% |
$38.5K - $43K
|
2.96K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.47K+ 94.96% |
$657K - $734K
|
11.2K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.36KNew |
$524K - $585K
|
4.36K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10.8K+ 13.42% |
$1.3M - $1.46M
|
91.6K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
42+ 1.25% |
$5.05K - $5.64K
|
3.41K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
17+ 0.22% |
$2.04K - $2.28K
|
7.73K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-47.6K- 50.62% |
$5.73M - $6.4M
|
46.5K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-860- 6.93% |
$103K - $115K
|
11.6K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-195- 5.94% |
$23.4K - $26.2K
|
3.09K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 4.92% |
$9.62K - $10.7K
|
1.71K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
251+ 3.14% |
$30.2K - $33.7K
|
8.25K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.36K- 2.64% |
$283K - $317K
|
87K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
463+ 22.67% |
$55.7K - $62.2K
|
2.51K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.21K- 0.67% |
$266K - $297K
|
326K
$44.1M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.7K- 61.1% |
$325K - $362K
|
1.72K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-45- 1.13% |
$5.41K - $6.04K
|
3.92K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
477+ 3.3% |
$57.4K - $64.1K
|
14.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-43- 0.76% |
$5.17K - $5.77K
|
5.6K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-128K- 39.48% |
$15.4M - $17.3M
|
197K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-103- 5.63% |
$12.4K - $13.8K
|
1.73K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.4KNew |
$5.1M - $5.7M
|
42.4K
$5.73M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-251- 3.3% |
$30.2K - $33.7K
|
7.36K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-198- 8.94% |
$23.8K - $26.6K
|
2.02K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12KClosed |
$1.45M - $1.61M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-805- 2.92% |
$96.8K - $108K
|
26.8K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-376- 7.37% |
$45.2K - $50.5K
|
4.73K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-503- 21.54% |
$60.5K - $67.6K
|
1.83K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
107K+ 19.36% |
$12.9M - $14.4M
|
661K
$89.2M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-709- 15.51% |
$85.3K - $95.2K
|
3.86K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.01K+ 16.93% |
$963K - $1.08M
|
55.3K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
473+ 14.6% |
$56.9K - $63.5K
|
3.71K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-118- 7.24% |
$14.2K - $15.8K
|
1.51K
$204K
|