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 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-42.6K- 20.91% |
$5.12M - $5.72M
|
161K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.84K- 11.86% |
$943K - $1.05M
|
58.3K
$7.86M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-386- 3.59% |
$46.4K - $51.8K
|
10.4K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.01K+ 86.58% |
$241K - $270K
|
4.33K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.39K- 37.78% |
$167K - $187K
|
2.29K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.35K- 29.4% |
$643K - $718K
|
12.8K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
362+ 5.66% |
$43.5K - $48.6K
|
6.76K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.57K- 35.53% |
$670K - $749K
|
10.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-585- 8.16% |
$70.3K - $78.6K
|
6.59K
$889K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
100+ 1.33% |
$12K - $13.4K
|
7.6K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.26KNew |
$512K - $572K
|
4.26K
$575K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.92K- 26.26% |
$832K - $929K
|
19.4K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.4K- 2.45% |
$289K - $322K
|
95.8K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
257+ 7.21% |
$30.9K - $34.5K
|
3.82K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-462- 12.46% |
$55.6K - $62K
|
3.25K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.3K+ 2.19% |
$5.93M - $6.62M
|
2.3M
$310M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.89K+ 84.25% |
$949K - $1.06M
|
17.3K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.34K- 2.16% |
$281K - $314K
|
106K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.24K+ 39.35% |
$390K - $436K
|
11.5K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 7.55% |
$236K - $263K
|
27.9K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-8.29K- 74.64% |
$996K - $1.11M
|
2.82K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-282- 6.52% |
$33.9K - $37.9K
|
4.04K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-192- 3.6% |
$23.1K - $25.8K
|
5.14K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.31K+ 15.17% |
$398K - $444K
|
25.1K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.62K+ 4.53% |
$315K - $351K
|
60.3K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-708- 7.09% |
$85.1K - $95.1K
|
9.28K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 42.39% |
$253K - $283K
|
7.07K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35+ 0.02% |
$4.21K - $4.7K
|
203K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
469+ 8.33% |
$56.4K - $63K
|
6.1K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.08K- 4.83% |
$250K - $279K
|
41K
$5.53M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.43K+ 1.44% |
$653K - $729K
|
382K
$51.6M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.13KNew |
$377K - $421K
|
3.13K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.7K- 1.7% |
$204K - $228K
|
97.9K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
234K+ 3.54% |
$28.1M - $31.4M
|
6.82M
$921M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.87K+ 1.7% |
$345K - $386K
|
172K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-388- 1.6% |
$46.7K - $52.1K
|
23.9K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.78K+ 52.7% |
$335K - $374K
|
8.07K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.8K- 50.33% |
$3.94M - $4.4M
|
32.3K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.8KNew |
$1.42M - $1.59M
|
11.8K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-239K- 43.82% |
$28.7M - $32.1M
|
306K
$41.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-15K- 52.58% |
$1.8M - $2.02M
|
13.5K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-520- 16.28% |
$62.5K - $69.8K
|
2.67K
$361K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
35.6K+ 45.51% |
$4.28M - $4.78M
|
114K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.7K+ 50.21% |
$204K - $228K
|
5.07K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.09K- 9.79% |
$131K - $146K
|
10K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.69KNew |
$203K - $227K
|
1.69K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-542K- 4.55% |
$65.2M - $72.8M
|
11.4M
$1.53B
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.38K+ 5.62% |
$166K - $185K
|
25.9K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.51K+ 9.43% |
$182K - $203K
|
17.5K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 100.0% |
$120 - $134
|
2
$270
|