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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
915+ 32.32% |
$85.5K - $92.3K
|
3.75K
$487K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
786New |
$73.5K - $79.3K
|
786
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$46.7K - $50.4K
|
500
$64.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
161New |
$15.1K - $16.2K
|
161
$20.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
154New |
$14.4K - $15.5K
|
154
$20K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
135+ 0.14% |
$12.6K - $13.6K
|
100K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
125New |
$11.7K - $12.6K
|
125
$16.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
70New |
$6.54K - $7.06K
|
70
$9.09K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
46New |
$4.3K - $4.64K
|
46
$5.97K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
38New |
$3.55K - $3.83K
|
38
$4.94K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
32New |
$2.99K - $3.23K
|
32
$4.16K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$2.06K - $2.22K
|
22
$2.86K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2.5MNew |
$222M - $244M
|
2.5M
$325M
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
238KNew |
$21.2M - $23.2M
|
238K
$30.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
123K+ 2.76% |
$10.9M - $12M
|
4.57M
$593M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
46.2KNew |
$4.11M - $4.5M
|
46.2K
$6M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.98KNew |
$443K - $485K
|
4.98K
$647K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.9KNew |
$436K - $477K
|
4.9K
$636K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
4.86K+ 15.54% |
$433K - $474K
|
36.2K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.54KNew |
$315K - $345K
|
3.54K
$460K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.72KNew |
$242K - $265K
|
2.72K
$353K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.18KNew |
$194K - $213K
|
2.18K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$186K - $204K
|
2.09K
$272K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.3K+ 11.46% |
$116K - $127K
|
12.7K
$1.64M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
887+ 20.75% |
$78.9K - $86.4K
|
5.16K
$670K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
535+ 6.23% |
$47.6K - $52.1K
|
9.12K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
342+ 11.61% |
$30.4K - $33.3K
|
3.29K
$427K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
260+ 173.33% |
$23.1K - $25.3K
|
410
$53.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
239New |
$21.3K - $23.3K
|
239
$31K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
108New |
$9.61K - $10.5K
|
108
$14K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 2.39% |
$7.92K - $8.67K
|
3.82K
$496K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
43New |
$3.83K - $4.19K
|
43
$5.59K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42New |
$3.74K - $4.09K
|
42
$5.46K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
37+ 24.67% |
$3.29K - $3.61K
|
187
$24.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
26New |
$2.31K - $2.53K
|
26
$3.38K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.79% |
$2.14K - $2.34K
|
3.05K
$396K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7+ 0.3% |
$623 - $682
|
2.38K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.01% |
$89 - $97.5
|
9.58K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 6.67% |
$89 - $97.5
|
16
$2.08K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.23% |
$89 - $97.5
|
435
$56.5K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
481KNew |
$40.4M - $44.5M
|
481K
$62.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
6.56K+ 53.32% |
$552K - $608K
|
18.9K
$2.45M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.45K+ 9.58% |
$458K - $505K
|
62.4K
$8.1M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$382K - $421K
|
4.54K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.15KNew |
$349K - $384K
|
4.15K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.39K+ 97.53% |
$285K - $314K
|
6.87K
$893K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.18KNew |
$268K - $295K
|
3.18K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.84KNew |
$238K - $263K
|
2.84K
$368K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.45KNew |
$206K - $227K
|
2.45K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.38KNew |
$200K - $220K
|
2.38K
$309K
|
|