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 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-187- 0.29% |
$23.3K - $25.1K
|
65K
$8.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.73KNew |
$464K - $499K
|
3.73K
$493K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.2K- 83.52% |
$2.27M - $2.44M
|
3.6K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-174- 0.11% |
$21.7K - $23.3K
|
151K
$20M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-337- 3.47% |
$42K - $45.1K
|
9.39K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-346- 5.32% |
$43.1K - $46.4K
|
6.16K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-53- 0.98% |
$6.6K - $7.1K
|
5.38K
$711K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.75K- 6.29% |
$343K - $368K
|
41K
$5.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2- 1.98% |
$249 - $268
|
99
$13.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 0.44% |
$1.5K - $1.61K
|
2.69K
$355K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.71K- 41.03% |
$213K - $229K
|
2.45K
$324K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.55K+ 4.16% |
$1.06M - $1.14M
|
214K
$28.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 77.81% |
$100K - $108K
|
229
$30.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$623 - $670
|
1.6K
$212K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.24KNew |
$403K - $434K
|
3.24K
$428K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-29- 1.17% |
$3.61K - $3.88K
|
2.45K
$324K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-438- 6.56% |
$54.6K - $58.7K
|
6.24K
$825K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 4.22% |
$8.72K - $9.38K
|
1.59K
$210K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-61- 2.73% |
$7.6K - $8.17K
|
2.17K
$288K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$249 - $268
|
555
$73.4K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.6KNew |
$1.95M - $2.09M
|
15.6K
$2.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
26.4KNew |
$3.29M - $3.54M
|
26.4K
$3.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-141- 6.09% |
$17.6K - $18.9K
|
2.17K
$288K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.52K- 0.91% |
$314K - $337K
|
275K
$36.3M
|
|
| Q3 2024 | |||||||
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
288+ 10.9% |
$32.7K - $36.3K
|
2.93K
$388K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
249K+ 2.33% |
$28.3M - $31.5M
|
11M
$1.45B
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-921- 2.87% |
$104K - $116K
|
31.1K
$4.12M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-12- 0.09% |
$1.36K - $1.51K
|
13.6K
$1.79M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-14.5K- 73.68% |
$1.64M - $1.83M
|
5.17K
$683K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
84New |
$9.53K - $10.6K
|
84
$11.1K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.7K+ 0.98% |
$193K - $214K
|
174K
$23.1M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-431- 2.63% |
$48.9K - $54.4K
|
15.9K
$2.11M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
270+ 3.9% |
$30.6K - $34.1K
|
7.2K
$952K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-33- 1.0% |
$3.74K - $4.16K
|
3.28K
$433K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.19% |
$1.47K - $1.64K
|
6.92K
$916K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-131- 1.25% |
$14.9K - $16.5K
|
10.3K
$1.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.38K+ 0.76% |
$270K - $300K
|
316K
$41.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
235+ 12.71% |
$26.7K - $29.7K
|
2.08K
$276K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.7K- 23.72% |
$420K - $467K
|
11.9K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-78- 14.0% |
$8.85K - $9.84K
|
479
$63.4K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
904+ 3.51% |
$103K - $114K
|
26.7K
$3.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.1K- 40.89% |
$3.3M - $3.67M
|
42K
$5.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.67% |
$113 - $126
|
151
$20K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-196- 1.96% |
$22.2K - $24.7K
|
9.83K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.1K- 17.57% |
$579K - $644K
|
23.9K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
274+ 3.52% |
$31.1K - $34.6K
|
8.07K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
22.6K+ 4.52% |
$2.56M - $2.85M
|
522K
$69M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.97KNew |
$1.13M - $1.26M
|
9.97K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.92K+ 686.47% |
$558K - $621K
|
5.64K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.88K+ 19.65% |
$327K - $363K
|
17.5K
$2.32M
|
|