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 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
26New |
$3.13K - $3.49K
|
26
$3.51K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.48K- 7.84% |
$539K - $602K
|
52.7K
$7.11M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.87KNew |
$224K - $251K
|
1.87K
$252K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-532- 8.06% |
$64K - $71.4K
|
6.07K
$818K
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-10.1K- 10.12% |
$1.22M - $1.36M
|
90K
$12.1M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.46K- 46.5% |
$176K - $196K
|
1.68K
$227K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.35K- 5.83% |
$162K - $181K
|
21.7K
$2.93M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.46K- 7.58% |
$416K - $465K
|
42.2K
$5.7M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-425- 2.5% |
$51.1K - $57.1K
|
16.6K
$2.24M
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
64+ 24.06% |
$7.7K - $8.6K
|
330
$44.5K
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-75- 2.0% |
$9.02K - $10.1K
|
3.67K
$495K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.86K- 2.12% |
$825K - $921K
|
317K
$42.8M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8+ 0.44% |
$962 - $1.07K
|
1.81K
$245K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 8.59% |
$25.4K - $28.3K
|
2.25K
$303K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-75.3K- 13.94% |
$9.06M - $10.1M
|
465K
$62.7M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
256+ 2.16% |
$30.8K - $34.4K
|
12.1K
$1.63M
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.15K- 10.03% |
$138K - $154K
|
10.3K
$1.39M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 1.73% |
$17.2K - $19.2K
|
8.42K
$1.14M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-459- 2.47% |
$55.2K - $61.6K
|
18.1K
$2.44M
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
926+ 22.05% |
$111K - $124K
|
5.13K
$692K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.59K+ 162.47% |
$913K - $1.02M
|
12.3K
$1.65M
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-73- 3.26% |
$8.78K - $9.8K
|
2.16K
$292K
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.24% |
$962 - $1.07K
|
3.41K
$460K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.22K- 30.85% |
$266K - $298K
|
4.97K
$670K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 27.07% |
$1.79M - $2M
|
40.1K
$5.41M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-277- 56.07% |
$33.3K - $37.2K
|
217
$29.3K
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-178- 4.07% |
$21.4K - $23.9K
|
4.19K
$566K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-55.6K- 7.43% |
$6.68M - $7.47M
|
693K
$93.5M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-40- 0.66% |
$4.81K - $5.37K
|
6K
$810K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-102- 1.35% |
$12.3K - $13.7K
|
7.45K
$1M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.46K- 2.04% |
$175K - $195K
|
69.9K
$9.43M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-17- 0.1% |
$2.04K - $2.28K
|
17.5K
$2.36M
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-46- 0.83% |
$5.53K - $6.18K
|
5.48K
$739K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
238K+ 6.52% |
$28.6M - $32M
|
3.89M
$525M
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.59K+ 5.37% |
$192K - $214K
|
31.3K
$4.22M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
2+ 0.44% |
$240 - $269
|
457
$61.7K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
992+ 16.36% |
$119K - $133K
|
7.06K
$952K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.68K- 40.1% |
$563K - $628K
|
6.99K
$943K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-532- 15.22% |
$64K - $71.4K
|
2.96K
$400K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
749New |
$90.1K - $101K
|
749
$101K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-24- 0.2% |
$2.89K - $3.22K
|
11.8K
$1.59M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
54+ 0.56% |
$6.49K - $7.25K
|
9.62K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.2KNew |
$1.47M - $1.64M
|
12.2K
$1.65M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9+ 0.27% |
$1.08K - $1.21K
|
3.3K
$445K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-7- 1.14% |
$842 - $940
|
609
$82.2K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
299+ 1.4% |
$36K - $40.2K
|
21.7K
$2.93M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.04K- 23.85% |
$245K - $274K
|
6.51K
$879K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
309+ 119.31% |
$37.2K - $41.5K
|
568
$76.6K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.8KNew |
$938K - $1.05M
|
7.8K
$1.05M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-347- 7.56% |
$41.7K - $46.6K
|
4.24K
$572K
|