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 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
893+ 37.74% |
$96.5K - $121K
|
3.26K
$468K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
638+ 17.22% |
$68.9K - $86.3K
|
4.34K
$624K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.26K+ 45.46% |
$244K - $306K
|
7.23K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-478- 5.15% |
$51.7K - $64.7K
|
8.81K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.57KNew |
$169K - $212K
|
1.57K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26K- 25.95% |
$2.81M - $3.51M
|
74.1K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
316+ 17.94% |
$34.1K - $42.8K
|
2.08K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
175+ 2.35% |
$18.9K - $23.7K
|
7.62K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-78- 12.81% |
$8.43K - $10.6K
|
531
$76.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-206- 2.04% |
$22.3K - $27.9K
|
9.91K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-8.24K- 28.79% |
$890K - $1.11M
|
20.4K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-592- 8.91% |
$64K - $80.1K
|
6.05K
$869K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-185- 10.92% |
$20K - $25K
|
1.51K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
679+ 13.93% |
$73.4K - $91.9K
|
5.55K
$797K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
360+ 2.82% |
$38.9K - $48.7K
|
13.1K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.53K+ 60.78% |
$165K - $207K
|
4.04K
$580K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.63K- 14.35% |
$176K - $221K
|
9.74K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 7.42% |
$115K - $143K
|
13.2K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
49+ 0.71% |
$5.29K - $6.63K
|
6.98K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6+ 0.16% |
$648 - $812
|
3.83K
$550K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.06K- 2.33% |
$114K - $143K
|
44.4K
$6.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.2K- 8.43% |
$4.24M - $5.3M
|
426K
$61.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.09K+ 3.83% |
$226K - $283K
|
56.8K
$8.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.35KNew |
$254K - $318K
|
2.35K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 5.75% |
$246K - $308K
|
37.4K
$5.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-640- 14.75% |
$69.2K - $86.6K
|
3.7K
$531K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
86+ 2.91% |
$9.29K - $11.6K
|
3.04K
$437K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-427- 1.71% |
$46.1K - $57.8K
|
24.5K
$3.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-262- 4.15% |
$28.3K - $35.4K
|
6.04K
$868K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-139- 0.99% |
$15K - $18.8K
|
13.9K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
546+ 1.14% |
$59K - $73.9K
|
48.6K
$6.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-215- 5.32% |
$23.2K - $29.1K
|
3.83K
$550K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
195+ 6.81% |
$21.1K - $26.4K
|
3.06K
$439K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
165+ 4.87% |
$17.8K - $22.3K
|
3.55K
$510K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
46.2K+ 31829.66% |
$4.99M - $6.24M
|
46.3K
$6.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
744+ 3.37% |
$80.4K - $101K
|
22.8K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-808- 8.13% |
$87.3K - $109K
|
9.14K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
37+ 0.55% |
$4K - $5.01K
|
6.74K
$968K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-21- 0.35% |
$2.27K - $2.84K
|
5.96K
$855K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-787- 9.45% |
$85K - $106K
|
7.54K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 3.45% |
$21.7K - $27.2K
|
6.03K
$866K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-415- 6.0% |
$44.8K - $56.1K
|
6.5K
$934K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
42.3K+ 22.55% |
$4.57M - $5.72M
|
230K
$33M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.29K- 39.58% |
$248K - $310K
|
3.5K
$503K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.5K- 6.89% |
$162K - $202K
|
20.2K
$2.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
434K+ 7.43% |
$46.9M - $58.7M
|
6.27M
$901M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.65KNew |
$178K - $223K
|
1.65K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
127+ 2.94% |
$13.7K - $17.2K
|
4.45K
$639K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7- 0.26% |
$756 - $947
|
2.65K
$381K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-102- 3.25% |
$11K - $13.8K
|
3.03K
$435K
|