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 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
71+ 0.59% |
$7.67K - $9.61K
|
12.2K
$1.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.63KNew |
$284K - $355K
|
2.63K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-962- 19.32% |
$104K - $130K
|
4.02K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.94K+ 27.77% |
$209K - $262K
|
8.91K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-805- 5.93% |
$87K - $109K
|
12.8K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.42% |
$1.08K - $1.35K
|
2.38K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-52.3K- 14.17% |
$5.66M - $7.08M
|
317K
$45.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.54KNew |
$166K - $208K
|
1.54K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-15.9K- 51.25% |
$1.72M - $2.16M
|
15.2K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
3.54KNew |
$383K - $480K
|
3.54K
$509K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-88- 0.51% |
$9.51K - $11.9K
|
17.3K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.64K+ 32.34% |
$393K - $492K
|
14.9K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-56- 0.79% |
$6.05K - $7.58K
|
7.01K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-21.7K- 47.83% |
$2.34M - $2.93M
|
23.6K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.13KNew |
$230K - $289K
|
2.13K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
13K+ 27.95% |
$1.4M - $1.76M
|
59.5K
$8.54M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
188+ 125.33% |
$20.3K - $25.4K
|
338
$48.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.4K- 70.96% |
$3.07M - $3.85M
|
11.6K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.5K- 9.17% |
$2.97M - $3.71M
|
272K
$39M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.69K- 4.51% |
$182K - $228K
|
35.7K
$5.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
161+ 1.33% |
$17.4K - $21.8K
|
12.3K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.7K- 28.13% |
$184K - $230K
|
4.34K
$623K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5+ 0.06% |
$540 - $677
|
7.94K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-4.28K- 14.56% |
$462K - $579K
|
25.1K
$3.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
875+ 15.44% |
$94.6K - $118K
|
6.54K
$939K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
389+ 3.69% |
$42K - $52.6K
|
10.9K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-50- 1.11% |
$5.4K - $6.77K
|
4.44K
$638K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
220+ 2.95% |
$23.8K - $29.8K
|
7.68K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 0.04% |
$973 - $1.22K
|
23.2K
$3.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.65K- 25.28% |
$178K - $223K
|
4.87K
$699K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-51- 1.71% |
$5.51K - $6.9K
|
2.93K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.89% |
$2.27K - $2.84K
|
1.09K
$157K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-306- 14.14% |
$33.1K - $41.4K
|
1.86K
$267K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
77+ 16.85% |
$8.32K - $10.4K
|
534
$76.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30+ 0.19% |
$3.24K - $4.06K
|
15.8K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
124+ 2.26% |
$13.4K - $16.8K
|
5.6K
$805K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
231+ 7.23% |
$25K - $31.3K
|
3.42K
$492K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-38- 2.09% |
$4.11K - $5.14K
|
1.78K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
190+ 0.11% |
$20.5K - $25.7K
|
176K
$25.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
202+ 0.84% |
$21.8K - $27.3K
|
24.3K
$3.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.93KNew |
$209K - $262K
|
1.93K
$278K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55+ 2.03% |
$5.94K - $7.44K
|
2.77K
$398K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-823- 11.4% |
$88.9K - $111K
|
6.4K
$919K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-744- 5.85% |
$80.4K - $101K
|
12K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-735- 8.04% |
$79.4K - $99.4K
|
8.41K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-756- 5.4% |
$81.7K - $102K
|
13.2K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
85+ 2.32% |
$9.19K - $11.5K
|
3.75K
$539K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
91+ 0.76% |
$9.83K - $12.3K
|
12.1K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-14.4K- 9.13% |
$1.55M - $1.95M
|
143K
$20.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$648 - $812
|
5.14K
$738K
|