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 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
42New |
$3.41K - $4.31K
|
42
$5.67K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
34New |
$2.76K - $3.49K
|
34
$4.59K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
28+ 25.0% |
$2.28K - $2.87K
|
140
$18.9K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
400KNew |
$37.2M - $43.3M
|
400K
$53.9M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
16.3KNew |
$1.52M - $1.77M
|
16.3K
$2.2M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.79KNew |
$259K - $302K
|
2.79K
$376K
|
|
|
May 11, 2022
Q1 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2.53KNew |
$236K - $275K
|
2.53K
$342K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.69K+ 54.19% |
$157K - $183K
|
4.8K
$648K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
346+ 15.95% |
$32.2K - $37.5K
|
2.52K
$339K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$9.41K - $11K
|
101
$13.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
25New |
$2.33K - $2.71K
|
25
$3.37K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.44KNew |
$338K - $373K
|
3.44K
$464K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
459New |
$45.1K - $49.8K
|
459
$61.9K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
209New |
$20.5K - $22.7K
|
209
$28.2K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
151New |
$14.8K - $16.4K
|
151
$20.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$7.37K - $8.13K
|
75
$10.1K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.94KNew |
$775K - $826K
|
7.94K
$1.07M
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
194New |
$18.9K - $20.2K
|
194
$26.2K
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Bank Of Italy
|
BUY
|
- |
1.26M+ 155.55% |
$116M - $124M
|
2.07M
$279M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.74KNew |
$895K - $959K
|
9.74K
$1.31M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.59KNew |
$514K - $550K
|
5.59K
$754K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
74+ 96.1% |
$6.8K - $7.29K
|
151
$20.4K
|
|
| Q1 2021 | |||||||
|
Apr 13, 2021
Q1 2021
|
Chicago Capital, LLC
|
BUY
|
- |
6.7KNew |
$569K - $611K
|
6.7K
$904K
|
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
BUY
|
- |
3.99KNew |
$339K - $364K
|
3.99K
$538K
|
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.9KNew |
$162K - $174K
|
1.9K
$257K
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
155+ 87.08% |
$13.2K - $14.1K
|
333
$44.9K
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
94New |
$7.98K - $8.58K
|
94
$12.7K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
211KNew |
$14.8M - $17.2M
|
211K
$28.5M
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87.2KNew |
$4.8M - $6.33M
|
87.2K
$11.8M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 28.0% |
$386 - $509
|
32
$4.32K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
800New |
$50.8K - $57.3K
|
800
$108K
|
|