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 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-137- 4.09% |
$17.1K - $18.4K
|
3.21K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-15- 0.2% |
$1.87K - $2.01K
|
7.44K
$980K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4- 0.08% |
$498 - $536
|
4.99K
$658K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.55K- 15.2% |
$193K - $208K
|
8.64K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.86KNew |
$356K - $383K
|
2.86K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-21- 0.2% |
$2.62K - $2.81K
|
10.7K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.18% |
$1.87K - $2.01K
|
8.32K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-91.2K- 48.97% |
$11.4M - $12.2M
|
95K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-329- 23.04% |
$41K - $44.1K
|
1.1K
$145K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.75KNew |
$219K - $235K
|
1.75K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.55K- 46.94% |
$318K - $341K
|
2.88K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.46K- 6.62% |
$431K - $464K
|
48.8K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148+ 18.05% |
$18.4K - $19.8K
|
968
$128K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
930New |
$116K - $125K
|
930
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-177- 1.39% |
$22.1K - $23.7K
|
12.6K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.26KNew |
$406K - $436K
|
3.26K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-622- 14.97% |
$77.5K - $83.3K
|
3.53K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.74K- 6.43% |
$840K - $903K
|
98K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-362- 2.83% |
$45.1K - $48.5K
|
12.4K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-2.83K- 47.79% |
$352K - $378K
|
3.09K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-484- 2.75% |
$60.3K - $64.8K
|
17.1K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.02K- 6.9% |
$251K - $270K
|
27.2K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.24K- 12.99% |
$279K - $300K
|
15K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.43K+ 24.83% |
$552K - $593K
|
22.3K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
934New |
$116K - $125K
|
934
$123K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
477+ 5.02% |
$59.4K - $63.9K
|
9.99K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
9+ 0.1% |
$1.12K - $1.21K
|
8.84K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7+ 0.18% |
$872 - $938
|
3.82K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.19K+ 14.24% |
$272K - $293K
|
17.5K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
14+ 0.24% |
$1.74K - $1.88K
|
5.75K
$758K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 2.7% |
$17.1K - $18.4K
|
4.94K
$652K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-307- 0.41% |
$38.3K - $41.1K
|
75K
$9.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.43K+ 13.28% |
$427K - $459K
|
29.3K
$3.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.98% |
$1.99K - $2.14K
|
1.66K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.22K+ 12.63% |
$152K - $163K
|
10.9K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7.78KNew |
$970K - $1.04M
|
7.78K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8+ 0.17% |
$997 - $1.07K
|
4.72K
$622K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.85K+ 18.86% |
$355K - $381K
|
17.9K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
603+ 2.15% |
$75.1K - $80.8K
|
28.6K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.06K- 23.16% |
$132K - $142K
|
3.52K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.1K- 11.75% |
$137K - $147K
|
8.27K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.15K- 3.48% |
$268K - $289K
|
59.8K
$7.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
911+ 4.81% |
$114K - $122K
|
19.9K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
151K+ 1458.66% |
$18.8M - $20.2M
|
161K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.46KNew |
$306K - $329K
|
2.46K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
676+ 16.52% |
$84.2K - $90.6K
|
4.77K
$628K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
482+ 4.26% |
$60.1K - $64.6K
|
11.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.02KNew |
$376K - $404K
|
3.02K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.5K+ 6.14% |
$2.06M - $2.21M
|
285K
$37.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
401+ 6.52% |
$50K - $53.7K
|
6.56K
$864K
|