Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGU)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
64New |
$5.76K - $6.74K
|
64
$8.64K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
55New |
$4.95K - $5.79K
|
55
$7.42K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
25+ 11.11% |
$2.25K - $2.63K
|
250
$33.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23+ 10.5% |
$2.07K - $2.42K
|
242
$32.7K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$900 - $1.05K
|
10
$1.35K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 3.88% |
$450 - $526
|
134
$18.1K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
913KNew |
$85.4M - $92.1M
|
913K
$123M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.7K+ 2.42% |
$1.93M - $2.09M
|
874K
$118M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
17.1KNew |
$1.6M - $1.73M
|
17.1K
$2.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.25KNew |
$865K - $933K
|
9.25K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.15KNew |
$574K - $620K
|
6.15K
$829K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5K+ 7.0% |
$467K - $504K
|
76.3K
$10.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.79KNew |
$448K - $484K
|
4.79K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.65KNew |
$248K - $267K
|
2.65K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
915+ 32.32% |
$85.5K - $92.3K
|
3.75K
$505K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
786New |
$73.5K - $79.3K
|
786
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$46.7K - $50.4K
|
500
$67.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
161New |
$15.1K - $16.2K
|
161
$21.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
154New |
$14.4K - $15.5K
|
154
$20.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
125New |
$11.7K - $12.6K
|
125
$16.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
70New |
$6.54K - $7.06K
|
70
$9.45K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
46New |
$4.3K - $4.64K
|
46
$6.21K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
38New |
$3.55K - $3.83K
|
38
$5.13K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
32New |
$2.99K - $3.23K
|
32
$4.32K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$2.06K - $2.22K
|
22
$2.97K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2.5MNew |
$222M - $244M
|
2.5M
$337M
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
238KNew |
$21.2M - $23.2M
|
238K
$32.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
123K+ 2.76% |
$10.9M - $12M
|
4.57M
$616M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
46.2KNew |
$4.11M - $4.5M
|
46.2K
$6.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.98KNew |
$443K - $485K
|
4.98K
$672K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.9KNew |
$436K - $477K
|
4.9K
$661K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
4.86K+ 15.54% |
$433K - $474K
|
36.2K
$4.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.72KNew |
$242K - $265K
|
2.72K
$367K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.18KNew |
$194K - $213K
|
2.18K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$186K - $204K
|
2.09K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.3K+ 11.46% |
$116K - $127K
|
12.7K
$1.71M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
887+ 20.75% |
$78.9K - $86.4K
|
5.16K
$697K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
535+ 6.23% |
$47.6K - $52.1K
|
9.12K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
342+ 11.61% |
$30.4K - $33.3K
|
3.29K
$444K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
260+ 173.33% |
$23.1K - $25.3K
|
410
$55.3K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
258New |
$23K - $25.1K
|
258
$34.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
239New |
$21.3K - $23.3K
|
239
$32.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
108New |
$9.61K - $10.5K
|
108
$14.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 2.39% |
$7.92K - $8.67K
|
3.82K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
43New |
$3.83K - $4.19K
|
43
$5.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42New |
$3.74K - $4.09K
|
42
$5.67K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
37+ 24.67% |
$3.29K - $3.61K
|
187
$25.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
26New |
$2.31K - $2.53K
|
26
$3.51K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.79% |
$2.14K - $2.34K
|
3.05K
$411K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7+ 0.3% |
$623 - $682
|
2.38K
$321K
|
|