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 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
164New |
$13K - $15.7K
|
164
$23.5K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
131+ 0.46% |
$10.4K - $12.6K
|
28.7K
$4.12M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
109New |
$8.66K - $10.5K
|
109
$15.7K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 1.54% |
$3.26K - $3.93K
|
2.71K
$389K
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
33+ 1.26% |
$2.62K - $3.17K
|
2.65K
$380K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10+ 0.31% |
$794 - $960
|
3.21K
$460K
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 17.65% |
$238 - $288
|
20
$2.87K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
25.5KNew |
$2.08M - $2.62M
|
25.5K
$3.67M
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
7.04KNew |
$572K - $722K
|
7.04K
$1.01M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.41K+ 60.14% |
$277K - $350K
|
9.09K
$1.3M
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.84KNew |
$231K - $291K
|
2.84K
$408K
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.57KNew |
$209K - $264K
|
2.57K
$369K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$178K - $225K
|
2.19K
$315K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.91KNew |
$155K - $196K
|
1.91K
$274K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
648New |
$52.7K - $66.5K
|
648
$93K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
394New |
$32K - $40.4K
|
394
$56.6K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
200+ 6.45% |
$16.3K - $20.5K
|
3.3K
$474K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
197New |
$16K - $20.2K
|
197
$28.3K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
83New |
$6.75K - $8.51K
|
83
$11.9K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
68New |
$5.53K - $6.98K
|
68
$9.76K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
47New |
$3.82K - $4.82K
|
47
$6.75K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
42New |
$3.41K - $4.31K
|
42
$6.03K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
34New |
$2.76K - $3.49K
|
34
$4.88K
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
28+ 25.0% |
$2.28K - $2.87K
|
140
$20.1K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
400KNew |
$37.2M - $43.3M
|
400K
$57.4M
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
16.3KNew |
$1.52M - $1.77M
|
16.3K
$2.35M
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.79KNew |
$259K - $302K
|
2.79K
$400K
|
|
May 11, 2022
Q1 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2.53KNew |
$236K - $275K
|
2.53K
$364K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.69K+ 54.19% |
$157K - $183K
|
4.8K
$690K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
346+ 15.95% |
$32.2K - $37.5K
|
2.52K
$361K
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$9.41K - $11K
|
101
$14.5K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
25New |
$2.33K - $2.71K
|
25
$3.59K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.44KNew |
$338K - $373K
|
3.44K
$494K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
459New |
$45.1K - $49.8K
|
459
$65.9K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
209New |
$20.5K - $22.7K
|
209
$30K
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
151New |
$14.8K - $16.4K
|
151
$21.7K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$7.37K - $8.13K
|
75
$10.8K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.94KNew |
$775K - $826K
|
7.94K
$1.14M
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
194New |
$18.9K - $20.2K
|
194
$27.9K
|
|
Q2 2021 | |||||||
Aug 02, 2021
Q2 2021
|
Bank Of Italy
|
BUY
|
- |
1.26M+ 155.55% |
$116M - $124M
|
2.07M
$297M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.74KNew |
$895K - $959K
|
9.74K
$1.4M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.59KNew |
$514K - $550K
|
5.59K
$802K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
74+ 96.1% |
$6.8K - $7.29K
|
151
$21.7K
|
|
Q1 2021 | |||||||
Apr 13, 2021
Q1 2021
|
Chicago Capital, LLC
|
BUY
|
- |
6.7KNew |
$569K - $611K
|
6.7K
$962K
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.9KNew |
$162K - $174K
|
1.9K
$273K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
155+ 87.08% |
$13.2K - $14.1K
|
333
$47.8K
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
94New |
$7.98K - $8.58K
|
94
$13.5K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
211KNew |
$14.8M - $17.2M
|
211K
$30.3M
|
|
Q2 2020 | |||||||
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87.2KNew |
$4.8M - $6.33M
|
87.2K
$12.5M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 28.0% |
$386 - $509
|
32
$4.59K
|