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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
11+ 6.47% |
$925 - $1.02K
|
181
$26K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Taiyo Life Insurance CO
|
BUY
|
- |
522K+ 66.5% |
$41.4M - $47.3M
|
1.31M
$188M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
120KNew |
$9.51M - $10.9M
|
120K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
39.1K+ 4.88% |
$3.1M - $3.54M
|
840K
$121M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
34KNew |
$2.69M - $3.08M
|
34K
$4.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
28.5KNew |
$2.26M - $2.58M
|
28.5K
$4.09M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
17.2KNew |
$1.36M - $1.56M
|
17.2K
$2.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
7.02KNew |
$556K - $635K
|
7.02K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$467K - $534K
|
5.9K
$847K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5.38KNew |
$426K - $487K
|
5.38K
$773K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.7KNew |
$373K - $426K
|
4.7K
$675K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.52KNew |
$358K - $409K
|
4.52K
$649K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.28KNew |
$260K - $297K
|
3.28K
$471K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3KNew |
$238K - $272K
|
3K
$431K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
2.81K+ 47.16% |
$223K - $254K
|
8.77K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.5KNew |
$198K - $226K
|
2.5K
$359K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.39KNew |
$189K - $216K
|
2.39K
$343K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.79K+ 42.4% |
$142K - $162K
|
6.02K
$865K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.64K+ 36.95% |
$130K - $149K
|
6.09K
$874K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.53KNew |
$121K - $139K
|
1.53K
$220K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.36KNew |
$107K - $123K
|
1.36K
$195K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$83.8K - $95.8K
|
1.06K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$79.2K - $90.5K
|
1K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
326New |
$25.8K - $29.5K
|
326
$46.8K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
278+ 9.26% |
$22K - $25.2K
|
3.28K
$471K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
274New |
$21.7K - $24.8K
|
274
$39.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
250+ 7.96% |
$19.8K - $22.6K
|
3.39K
$487K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
234New |
$18.5K - $21.2K
|
234
$33.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
192New |
$15.2K - $17.4K
|
192
$27.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
180New |
$14.3K - $16.3K
|
180
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
73New |
$5.78K - $6.61K
|
73
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
49New |
$3.88K - $4.44K
|
49
$7.04K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
22New |
$1.74K - $1.99K
|
22
$3.16K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1+ 25.0% |
$79.2 - $90.5
|
5
$718
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
262KNew |
$20.8M - $25.2M
|
262K
$37.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
33.2K+ 45.67% |
$2.64M - $3.19M
|
106K
$15.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
33.2KNew |
$2.64M - $3.19M
|
33.2K
$4.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
9.87K+ 76.84% |
$784K - $947K
|
22.7K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.3K+ 2.39% |
$500K - $605K
|
270K
$38.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.81KNew |
$223K - $269K
|
2.81K
$403K
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.66KNew |
$211K - $255K
|
2.66K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.1K+ 446.75% |
$87.3K - $105K
|
1.35K
$193K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.1KNew |
$87.1K - $105K
|
1.1K
$158K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
885New |
$70.3K - $84.9K
|
885
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
857+ 5.45% |
$68.1K - $82.2K
|
16.6K
$2.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
814+ 5.23% |
$64.6K - $78.1K
|
16.4K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
787+ 219.83% |
$62.5K - $75.5K
|
1.15K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
583+ 8328.57% |
$46.3K - $56K
|
590
$84.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504+ 70.19% |
$40K - $48.4K
|
1.22K
$175K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
207New |
$16.4K - $19.9K
|
207
$29.7K
|
|