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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.69KNew |
$332K - $388K
|
3.69K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.13KNew |
$281K - $329K
|
3.13K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.05KNew |
$274K - $321K
|
3.05K
$438K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.33KNew |
$209K - $245K
|
2.33K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.12KNew |
$191K - $223K
|
2.12K
$305K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.09KNew |
$188K - $220K
|
2.09K
$300K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.99KNew |
$179K - $209K
|
1.99K
$285K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.96KNew |
$176K - $206K
|
1.96K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.95KNew |
$176K - $205K
|
1.95K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.89K+ 6.77% |
$170K - $199K
|
29.8K
$4.28M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.39K+ 58.01% |
$125K - $146K
|
3.79K
$544K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.36KNew |
$123K - $144K
|
1.36K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.17K+ 8.65% |
$105K - $123K
|
14.7K
$2.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$99.1K - $116K
|
1.1K
$158K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.05KNew |
$94.8K - $111K
|
1.05K
$151K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1K+ 4.66% |
$90K - $105K
|
22.4K
$3.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
613+ 1.9% |
$55.2K - $64.5K
|
32.9K
$4.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
522New |
$47K - $54.9K
|
522
$75K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
502+ 12.35% |
$45.2K - $52.8K
|
4.57K
$656K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
257New |
$23.1K - $27K
|
257
$36.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
253+ 6.3% |
$22.8K - $26.6K
|
4.27K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
176New |
$15.8K - $18.5K
|
176
$25.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
164New |
$14.8K - $17.3K
|
164
$23.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
150+ 0.99% |
$13.5K - $15.8K
|
15.3K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
116+ 0.78% |
$10.4K - $12.2K
|
15.1K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
97+ 0.75% |
$8.73K - $10.2K
|
13K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
64New |
$5.76K - $6.74K
|
64
$9.19K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
55New |
$4.95K - $5.79K
|
55
$7.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
25+ 11.11% |
$2.25K - $2.63K
|
250
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23+ 10.5% |
$2.07K - $2.42K
|
242
$34.7K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$900 - $1.05K
|
10
$1.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 3.88% |
$450 - $526
|
134
$19.2K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
913KNew |
$85.4M - $92.1M
|
913K
$131M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.7K+ 2.42% |
$1.93M - $2.09M
|
874K
$125M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
17.1KNew |
$1.6M - $1.73M
|
17.1K
$2.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.25KNew |
$865K - $933K
|
9.25K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5K+ 7.0% |
$467K - $504K
|
76.3K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.79KNew |
$448K - $484K
|
4.79K
$688K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.65KNew |
$248K - $267K
|
2.65K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
915+ 32.32% |
$85.5K - $92.3K
|
3.75K
$538K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
786New |
$73.5K - $79.3K
|
786
$113K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$46.7K - $50.4K
|
500
$71.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
161New |
$15.1K - $16.2K
|
161
$23.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
154New |
$14.4K - $15.5K
|
154
$22.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
125New |
$11.7K - $12.6K
|
125
$17.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
70New |
$6.54K - $7.06K
|
70
$10.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
46New |
$4.3K - $4.64K
|
46
$6.61K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
38New |
$3.55K - $3.83K
|
38
$5.46K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
32New |
$2.99K - $3.23K
|
32
$4.59K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$2.06K - $2.22K
|
22
$3.16K
|
|