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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
BUY
|
- |
942+ 3.85% |
$102K - $127K
|
25.4K
$3.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.27K+ 1.78% |
$137K - $171K
|
72.5K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
169K+ 7.76% |
$18.2M - $22.8M
|
2.34M
$336M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.3K- 1.53% |
$3.06M - $3.83M
|
1.82M
$261M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-819- 12.0% |
$88.5K - $111K
|
6.01K
$863K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-116- 0.07% |
$12.5K - $15.7K
|
172K
$24.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.08K- 7.52% |
$116K - $146K
|
13.2K
$1.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-139- 2.65% |
$15K - $18.8K
|
5.11K
$733K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.89KNew |
$205K - $256K
|
1.89K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-501- 11.95% |
$54.1K - $67.8K
|
3.69K
$530K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-277- 1.54% |
$29.9K - $37.5K
|
17.7K
$2.54M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 0.33% |
$2.7K - $3.38K
|
7.67K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.31K+ 2.46% |
$465K - $582K
|
179K
$25.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.3K- 9.3% |
$141K - $176K
|
12.7K
$1.83M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.38K+ 8.34% |
$150K - $187K
|
18K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24+ 0.96% |
$2.59K - $3.25K
|
2.53K
$363K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 2.47% |
$184K - $231K
|
67.3K
$9.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
57+ 0.06% |
$6.16K - $7.71K
|
98.6K
$14.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.65KNew |
$178K - $223K
|
1.65K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
11+ 0.07% |
$1.19K - $1.49K
|
16.4K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
989+ 4.35% |
$107K - $134K
|
23.7K
$3.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3.18K- 2.6% |
$343K - $430K
|
119K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-916- 4.22% |
$99K - $124K
|
20.8K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-430- 5.48% |
$46.5K - $58.2K
|
7.42K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.91K- 10.7% |
$423K - $529K
|
32.6K
$4.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.56KNew |
$168K - $210K
|
1.56K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
756+ 11.74% |
$81.7K - $102K
|
7.2K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.08KNew |
$549K - $688K
|
5.08K
$730K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.43KNew |
$695K - $870K
|
6.43K
$923K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.26% |
$648 - $812
|
2.32K
$333K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.86K- 7.06% |
$201K - $251K
|
24.5K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-120- 1.02% |
$13K - $16.2K
|
11.6K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.8KNew |
$195K - $244K
|
1.8K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.85K- 6.42% |
$416K - $521K
|
56.1K
$8.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.94K- 20.16% |
$210K - $262K
|
7.68K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
825+ 5.83% |
$89.1K - $112K
|
15K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-187- 1.96% |
$20.2K - $25.3K
|
9.35K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.55K- 8.0% |
$167K - $209K
|
17.8K
$2.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-925- 3.57% |
$100K - $125K
|
25K
$3.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-343- 11.48% |
$37.1K - $46.4K
|
2.64K
$380K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
659+ 2.39% |
$71.2K - $89.2K
|
28.3K
$4.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.07K- 3.45% |
$224K - $280K
|
58.1K
$8.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 1.16% |
$109K - $136K
|
87.9K
$12.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-802- 1.83% |
$86.7K - $109K
|
42.9K
$6.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.92KNew |
$207K - $259K
|
1.92K
$275K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 10.34% |
$973 - $1.22K
|
96
$13.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-608- 20.29% |
$65.7K - $82.3K
|
2.39K
$343K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.8K+ 691.48% |
$2.46M - $3.09M
|
26.1K
$3.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-385- 6.28% |
$41.6K - $52.1K
|
5.75K
$826K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-632- 2.26% |
$68.3K - $85.5K
|
27.3K
$3.93M
|