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 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.35K- 2.83% |
$417K - $449K
|
115K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
15+ 0.23% |
$1.87K - $2.01K
|
6.48K
$853K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-78- 2.46% |
$9.72K - $10.4K
|
3.09K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
348+ 4.95% |
$43.4K - $46.6K
|
7.37K
$972K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-233- 3.68% |
$29K - $31.2K
|
6.1K
$803K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.47K- 2.27% |
$183K - $197K
|
63.5K
$8.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$18.1K - $19.4K
|
145
$19.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.1% |
$623 - $670
|
5.18K
$682K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.3K- 2.41% |
$536K - $576K
|
174K
$22.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.34K- 1.87% |
$166K - $179K
|
70K
$9.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
7+ 0.1% |
$872 - $938
|
6.78K
$894K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-212- 2.42% |
$26.4K - $28.4K
|
8.55K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.56% |
$623 - $670
|
905
$119K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6New |
$748 - $804
|
6
$791
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-187- 0.29% |
$23.3K - $25.1K
|
65K
$8.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.73KNew |
$464K - $499K
|
3.73K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.2K- 83.52% |
$2.27M - $2.44M
|
3.6K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-174- 0.11% |
$21.7K - $23.3K
|
151K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-337- 3.47% |
$42K - $45.1K
|
9.39K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-346- 5.32% |
$43.1K - $46.4K
|
6.16K
$812K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-53- 0.98% |
$6.6K - $7.1K
|
5.38K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.75K- 6.29% |
$343K - $368K
|
41K
$5.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2- 1.98% |
$249 - $268
|
99
$13K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 0.44% |
$1.5K - $1.61K
|
2.69K
$354K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.71K- 41.03% |
$213K - $229K
|
2.45K
$323K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.55K+ 4.16% |
$1.06M - $1.14M
|
214K
$28.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 77.81% |
$100K - $108K
|
229
$30.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$623 - $670
|
1.6K
$211K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.24KNew |
$403K - $434K
|
3.24K
$427K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-29- 1.17% |
$3.61K - $3.88K
|
2.45K
$323K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-438- 6.56% |
$54.6K - $58.7K
|
6.24K
$822K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 4.22% |
$8.72K - $9.38K
|
1.59K
$210K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-61- 2.73% |
$7.6K - $8.17K
|
2.17K
$286K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$249 - $268
|
555
$73.1K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.6KNew |
$1.95M - $2.09M
|
15.6K
$2.06M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
26.4KNew |
$3.29M - $3.54M
|
26.4K
$3.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-141- 6.09% |
$17.6K - $18.9K
|
2.17K
$286K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.52K- 0.91% |
$314K - $337K
|
275K
$36.2M
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-412- 55.23% |
$46.7K - $52K
|
334
$44K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
288+ 10.9% |
$32.7K - $36.3K
|
2.93K
$386K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
249K+ 2.33% |
$28.3M - $31.5M
|
11M
$1.45B
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-921- 2.87% |
$104K - $116K
|
31.1K
$4.1M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-12- 0.09% |
$1.36K - $1.51K
|
13.6K
$1.79M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-14.5K- 73.68% |
$1.64M - $1.83M
|
5.17K
$681K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
84New |
$9.53K - $10.6K
|
84
$11.1K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-431- 2.63% |
$48.9K - $54.4K
|
15.9K
$2.1M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
270+ 3.9% |
$30.6K - $34.1K
|
7.2K
$949K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.19% |
$1.47K - $1.64K
|
6.92K
$912K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.38K+ 0.76% |
$270K - $300K
|
316K
$41.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
235+ 12.71% |
$26.7K - $29.7K
|
2.08K
$275K
|
|