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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2.5MNew |
$222M - $244M
|
2.5M
$359M
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
238KNew |
$21.2M - $23.2M
|
238K
$34.2M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
123K+ 2.76% |
$10.9M - $12M
|
4.57M
$656M
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
46.2KNew |
$4.11M - $4.5M
|
46.2K
$6.63M
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.98KNew |
$443K - $485K
|
4.98K
$715K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.9KNew |
$436K - $477K
|
4.9K
$703K
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
4.86K+ 15.54% |
$433K - $474K
|
36.2K
$5.19M
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.72KNew |
$242K - $265K
|
2.72K
$391K
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.18KNew |
$194K - $213K
|
2.18K
$313K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$186K - $204K
|
2.09K
$301K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.3K+ 11.46% |
$116K - $127K
|
12.7K
$1.82M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
887+ 20.75% |
$78.9K - $86.4K
|
5.16K
$741K
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
535+ 6.23% |
$47.6K - $52.1K
|
9.12K
$1.31M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
342+ 11.61% |
$30.4K - $33.3K
|
3.29K
$472K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
260+ 173.33% |
$23.1K - $25.3K
|
410
$58.9K
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
258New |
$23K - $25.1K
|
258
$37K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
239New |
$21.3K - $23.3K
|
239
$34.3K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
108New |
$9.61K - $10.5K
|
108
$15.5K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 2.39% |
$7.92K - $8.67K
|
3.82K
$548K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
43New |
$3.83K - $4.19K
|
43
$6.17K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42New |
$3.74K - $4.09K
|
42
$6.03K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
37+ 24.67% |
$3.29K - $3.61K
|
187
$26.9K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
26New |
$2.31K - $2.53K
|
26
$3.73K
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.79% |
$2.14K - $2.34K
|
3.05K
$438K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7+ 0.3% |
$623 - $682
|
2.38K
$341K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.01% |
$89 - $97.5
|
9.58K
$1.38M
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 6.67% |
$89 - $97.5
|
16
$2.3K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.23% |
$89 - $97.5
|
435
$62.5K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
481KNew |
$40.4M - $44.5M
|
481K
$69M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
6.56K+ 53.32% |
$552K - $608K
|
18.9K
$2.71M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.45K+ 9.58% |
$458K - $505K
|
62.4K
$8.95M
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$382K - $421K
|
4.54K
$652K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.15KNew |
$349K - $384K
|
4.15K
$596K
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.39K+ 97.53% |
$285K - $314K
|
6.87K
$987K
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.18KNew |
$268K - $295K
|
3.18K
$457K
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.84KNew |
$238K - $263K
|
2.84K
$407K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.45KNew |
$206K - $227K
|
2.45K
$352K
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.38KNew |
$200K - $220K
|
2.38K
$342K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.4KNew |
$118K - $130K
|
1.4K
$201K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
538New |
$45.2K - $49.8K
|
538
$77.3K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
514New |
$43.2K - $47.6K
|
514
$73.8K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
330+ 9.39% |
$27.7K - $30.6K
|
3.85K
$552K
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
330+ 9.39% |
$27.7K - $30.6K
|
3.85K
$552K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
303New |
$25.5K - $28.1K
|
303
$43.5K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
261New |
$21.9K - $24.2K
|
261
$37.5K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
96New |
$8.07K - $8.89K
|
96
$13.8K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
31New |
$2.61K - $2.87K
|
31
$4.45K
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
30+ 0.9% |
$2.52K - $2.78K
|
3.38K
$485K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$1.68K - $1.85K
|
20
$2.87K
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
17+ 0.53% |
$1.43K - $1.57K
|
3.2K
$459K
|