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 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
278+ 9.26% |
$22K - $25.2K
|
3.28K
$443K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
274New |
$21.7K - $24.8K
|
274
$37K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
250+ 7.96% |
$19.8K - $22.6K
|
3.39K
$457K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
234New |
$18.5K - $21.2K
|
234
$31.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
192New |
$15.2K - $17.4K
|
192
$25.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
191New |
$15.1K - $17.3K
|
191
$25.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
180New |
$14.3K - $16.3K
|
180
$24.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
73New |
$5.78K - $6.61K
|
73
$9.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
49New |
$3.88K - $4.44K
|
49
$6.61K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
22New |
$1.74K - $1.99K
|
22
$2.97K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1+ 25.0% |
$79.2 - $90.5
|
5
$675
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
262KNew |
$20.8M - $25.2M
|
262K
$35.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
33.2K+ 45.67% |
$2.64M - $3.19M
|
106K
$14.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
33.2KNew |
$2.64M - $3.19M
|
33.2K
$4.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
9.87K+ 76.84% |
$784K - $947K
|
22.7K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.3K+ 2.39% |
$500K - $605K
|
270K
$36.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.27KNew |
$260K - $314K
|
3.27K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.81KNew |
$223K - $269K
|
2.81K
$379K
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.66KNew |
$211K - $255K
|
2.66K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.1K+ 446.75% |
$87.3K - $105K
|
1.35K
$181K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.1KNew |
$87.1K - $105K
|
1.1K
$148K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
885New |
$70.3K - $84.9K
|
885
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
857+ 5.45% |
$68.1K - $82.2K
|
16.6K
$2.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
814+ 5.23% |
$64.6K - $78.1K
|
16.4K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
787+ 219.83% |
$62.5K - $75.5K
|
1.15K
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
583+ 8328.57% |
$46.3K - $56K
|
590
$79.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504+ 70.19% |
$40K - $48.4K
|
1.22K
$165K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
207New |
$16.4K - $19.9K
|
207
$27.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
164New |
$13K - $15.7K
|
164
$22.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
131+ 0.46% |
$10.4K - $12.6K
|
28.7K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
109New |
$8.66K - $10.5K
|
109
$14.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 1.54% |
$3.26K - $3.93K
|
2.71K
$366K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
33+ 1.26% |
$2.62K - $3.17K
|
2.65K
$357K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10+ 0.31% |
$794 - $960
|
3.21K
$432K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 17.65% |
$238 - $288
|
20
$2.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
25.5KNew |
$2.08M - $2.62M
|
25.5K
$3.45M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
14.6KNew |
$1.19M - $1.5M
|
14.6K
$1.97M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
7.04KNew |
$572K - $722K
|
7.04K
$950K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.41K+ 60.14% |
$277K - $350K
|
9.09K
$1.23M
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.84KNew |
$231K - $291K
|
2.84K
$383K
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.57KNew |
$209K - $264K
|
2.57K
$347K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$178K - $225K
|
2.19K
$296K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.91KNew |
$155K - $196K
|
1.91K
$258K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
648New |
$52.7K - $66.5K
|
648
$87.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
394New |
$32K - $40.4K
|
394
$53.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
200+ 6.45% |
$16.3K - $20.5K
|
3.3K
$445K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
197New |
$16K - $20.2K
|
197
$26.6K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
83New |
$6.75K - $8.51K
|
83
$11.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
68New |
$5.53K - $6.98K
|
68
$9.18K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
47New |
$3.82K - $4.82K
|
47
$6.34K
|
|