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 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-92.3K- 37.43% |
$11.1M - $12.4M
|
154K
$20.8M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
421+ 4.06% |
$50.6K - $56.5K
|
10.8K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.71K- 55.6% |
$687K - $767K
|
4.56K
$616K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.56KNew |
$669K - $747K
|
5.56K
$751K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.88K+ 27.34% |
$947K - $1.06M
|
36.7K
$4.95M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
14KNew |
$1.69M - $1.88M
|
14K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
487+ 4.04% |
$58.6K - $65.4K
|
12.5K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-878- 3.23% |
$106K - $118K
|
26.3K
$3.55M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
471+ 19.16% |
$56.6K - $63.3K
|
2.93K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-996- 37.03% |
$120K - $134K
|
1.69K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
609+ 4.07% |
$73.2K - $81.8K
|
15.6K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.38K- 9.0% |
$406K - $453K
|
34.1K
$4.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
198+ 8.48% |
$23.8K - $26.6K
|
2.53K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-596- 5.3% |
$71.7K - $80K
|
10.7K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-624- 4.49% |
$75K - $83.8K
|
13.3K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.98K+ 40.95% |
$479K - $535K
|
13.7K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-488- 20.44% |
$58.7K - $65.5K
|
1.9K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.12% |
$842 - $940
|
5.67K
$765K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.91KNew |
$591K - $660K
|
4.91K
$663K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-432- 3.64% |
$51.9K - $58K
|
11.4K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8.66K- 50.09% |
$1.04M - $1.16M
|
8.63K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-195- 3.85% |
$23.4K - $26.2K
|
4.88K
$658K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-3.8K- 12.25% |
$457K - $510K
|
27.2K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.32K+ 73.78% |
$159K - $177K
|
3.11K
$420K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-507- 2.69% |
$61K - $68.1K
|
18.3K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
592+ 21.17% |
$71.2K - $79.5K
|
3.39K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
171K+ 8.56% |
$20.6M - $23M
|
2.17M
$293M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
904+ 2.03% |
$109K - $121K
|
45.5K
$6.13M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 15.49% |
$24K - $26.9K
|
1.09K
$147K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
70+ 37.43% |
$8.42K - $9.4K
|
257
$34.7K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.99K- 39.44% |
$240K - $268K
|
3.06K
$413K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-925- 7.53% |
$111K - $124K
|
11.4K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.01K+ 12.72% |
$122K - $136K
|
8.97K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-265- 8.12% |
$31.9K - $35.6K
|
3K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-154- 8.28% |
$18.5K - $20.7K
|
1.71K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-654- 4.87% |
$78.6K - $87.8K
|
12.8K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.27K- 13.02% |
$273K - $305K
|
15.2K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
95+ 3.07% |
$11.4K - $12.8K
|
3.19K
$431K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
123+ 0.21% |
$14.8K - $16.5K
|
59.9K
$8.09M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25+ 0.51% |
$3.01K - $3.36K
|
4.91K
$663K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-29- 0.36% |
$3.49K - $3.89K
|
8.11K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-392- 63.53% |
$47.1K - $52.6K
|
225
$30.4K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-31.8K- 41.2% |
$3.82M - $4.27M
|
45.3K
$6.12M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-82- 1.06% |
$9.86K - $11K
|
7.69K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-428- 4.68% |
$51.5K - $57.5K
|
8.71K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-36- 11.5% |
$4.33K - $4.83K
|
277
$37.4K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.72K+ 48.98% |
$207K - $232K
|
5.24K
$708K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-26.1K- 6.6% |
$3.14M - $3.51M
|
369K
$49.8M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-415- 5.65% |
$49.9K - $55.7K
|
6.93K
$935K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-230- 23.09% |
$27.7K - $30.9K
|
766
$103K
|