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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.7K- 23.72% |
$420K - $467K
|
11.9K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-78- 14.0% |
$8.85K - $9.84K
|
479
$63.1K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
904+ 3.51% |
$103K - $114K
|
26.7K
$3.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.1K- 40.89% |
$3.3M - $3.67M
|
42K
$5.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.67% |
$113 - $126
|
151
$19.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-196- 1.96% |
$22.2K - $24.7K
|
9.83K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.1K- 17.57% |
$579K - $644K
|
23.9K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
274+ 3.52% |
$31.1K - $34.6K
|
8.07K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
22.6K+ 4.52% |
$2.56M - $2.85M
|
522K
$68.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.97KNew |
$1.13M - $1.26M
|
9.97K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.92K+ 686.47% |
$558K - $621K
|
5.64K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.88K+ 19.65% |
$327K - $363K
|
17.5K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
338+ 2.4% |
$38.3K - $42.6K
|
14.4K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$227 - $252
|
4.96K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 5.26% |
$11.3K - $12.6K
|
1.8K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
189+ 5.53% |
$21.4K - $23.8K
|
3.6K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 3.19% |
$1.41M - $1.56M
|
377K
$49.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-260- 7.27% |
$29.5K - $32.8K
|
3.32K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.91K+ 7.99% |
$216K - $240K
|
25.8K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
371+ 8.15% |
$42.1K - $46.8K
|
4.93K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
37.6K+ 1.66% |
$4.27M - $4.75M
|
2.31M
$305M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
28+ 0.08% |
$3.18K - $3.53K
|
35.3K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.8K+ 183.09% |
$1.22M - $1.36M
|
16.7K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.5K- 15.32% |
$170K - $189K
|
8.29K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
112K+ 3.26% |
$12.7M - $14.1M
|
3.53M
$465M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
62.4KNew |
$7.08M - $7.87M
|
62.4K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.2K+ 15.66% |
$2.4M - $2.67M
|
156K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-406- 8.93% |
$46.1K - $51.2K
|
4.14K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.24% |
$4.2K - $4.67K
|
15.4K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-895- 0.78% |
$102K - $113K
|
114K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
89.8K+ 2.78% |
$10.2M - $11.3M
|
3.32M
$437M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32- 0.62% |
$3.63K - $4.04K
|
5.17K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.36K+ 242.62% |
$835K - $929K
|
10.4K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-53K- 37.91% |
$6.01M - $6.69M
|
86.8K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.04K- 6.53% |
$232K - $258K
|
29.2K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.55K- 10.04% |
$970K - $1.08M
|
76.6K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-164K- 86.09% |
$18.6M - $20.7M
|
26.5K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-90.1K- 19.73% |
$10.2M - $11.4M
|
366K
$48.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21+ 0.66% |
$2.38K - $2.65K
|
3.22K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.92K- 9.74% |
$898K - $999K
|
73.4K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.19K+ 7.15% |
$475K - $528K
|
62.7K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
952+ 0.8% |
$108K - $120K
|
120K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-36- 14.75% |
$4.08K - $4.54K
|
208
$27.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.26KNew |
$823K - $915K
|
7.26K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.24M- 8.36% |
$140M - $156M
|
13.6M
$1.79B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.05M- 32.46% |
$119M - $132M
|
2.18M
$287M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 1.24% |
$2.84K - $3.15K
|
2K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.39K- 10.04% |
$158K - $176K
|
12.5K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$227 - $252
|
1.84K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 14.91% |
$238K - $265K
|
12K
$1.58M
|