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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-741- 2.88% |
$89.1K - $99.5K
|
25K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
26+ 0.54% |
$3.13K - $3.49K
|
4.82K
$651K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-30- 1.5% |
$3.61K - $4.03K
|
1.97K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
122+ 4.95% |
$14.7K - $16.4K
|
2.59K
$349K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-248- 62.31% |
$29.8K - $33.3K
|
150
$20.2K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.45KNew |
$294K - $329K
|
2.45K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
81+ 2.35% |
$9.74K - $10.9K
|
3.52K
$475K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-53- 86.89% |
$6.37K - $7.12K
|
8
$1.08K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-821- 1.48% |
$98.7K - $110K
|
54.7K
$7.38M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.37K+ 13.86% |
$165K - $184K
|
11.2K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
18+ 0.2% |
$2.16K - $2.42K
|
8.9K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.41K+ 22.16% |
$170K - $190K
|
7.78K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-465- 5.26% |
$55.9K - $62.4K
|
8.38K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-455- 0.78% |
$54.7K - $61.1K
|
58.1K
$7.84M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.02K- 4.42% |
$483K - $539K
|
86.9K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.08K- 31.11% |
$130K - $145K
|
2.39K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.25K- 16.95% |
$150K - $167K
|
6.11K
$824K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 1.16% |
$4.45K - $4.97K
|
3.24K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.79K- 36.35% |
$215K - $241K
|
3.14K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-393- 9.77% |
$47.3K - $52.8K
|
3.63K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-18- 51.43% |
$2.16K - $2.42K
|
17
$2.29K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
273K+ 4.91% |
$32.9M - $36.7M
|
5.84M
$788M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22.3K+ 495.93% |
$2.68M - $3M
|
26.8K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-76- 3.56% |
$9.14K - $10.2K
|
2.06K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
584+ 150.9% |
$70.2K - $78.4K
|
971
$131K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.8K- 12.56% |
$217K - $242K
|
12.6K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-194- 9.45% |
$23.3K - $26.1K
|
1.86K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-19.5K- 90.32% |
$2.35M - $2.62M
|
2.09K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 23.55% |
$164K - $183K
|
4.42K
$597K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
18.8K+ 32.87% |
$2.25M - $2.52M
|
75.8K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-637K- 37.73% |
$76.6M - $85.5M
|
1.05M
$142M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.08K+ 58.53% |
$370K - $413K
|
8.33K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5+ 0.29% |
$601 - $672
|
1.71K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.27% |
$962 - $1.07K
|
2.94K
$397K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.8K- 3.61% |
$216K - $242K
|
48.1K
$6.49M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-814- 12.35% |
$97.9K - $109K
|
5.78K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-77- 40.96% |
$9.26K - $10.3K
|
111
$15K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.22K- 25.25% |
$387K - $433K
|
9.54K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
121New |
$14.5K - $16.3K
|
121
$16.3K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.26K- 5.72% |
$1.11M - $1.24M
|
152K
$20.6M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
48+ 0.49% |
$5.77K - $6.45K
|
9.86K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-27- 0.45% |
$3.25K - $3.63K
|
5.98K
$807K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-34- 0.27% |
$4.09K - $4.57K
|
12.8K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
460+ 20.4% |
$55.3K - $61.8K
|
2.72K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.59K- 20.68% |
$312K - $348K
|
9.94K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 5.08% |
$142K - $159K
|
22.1K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-9.53K- 20.55% |
$1.15M - $1.28M
|
36.8K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.02K+ 21.46% |
$483K - $539K
|
22.7K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.9K- 25.72% |
$1.67M - $1.86M
|
40K
$5.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.7K- 24.81% |
$9.34M - $10.4M
|
235K
$31.8M
|