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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.33K+ 3.09% |
$604K - $672K
|
178K
$23.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
5.19K+ 17.19% |
$589K - $655K
|
35.4K
$4.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.04K+ 24.57% |
$572K - $636K
|
25.6K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.99K+ 182.24% |
$566K - $629K
|
7.72K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.92K+ 686.47% |
$558K - $621K
|
5.64K
$755K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.47K+ 8.68% |
$507K - $564K
|
55.9K
$7.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.4KNew |
$499K - $555K
|
4.4K
$589K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 11.62% |
$492K - $548K
|
41.7K
$5.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.32K+ 9.85% |
$490K - $545K
|
48.2K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.19K+ 7.15% |
$475K - $528K
|
62.7K
$8.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.91K+ 2.69% |
$443K - $493K
|
149K
$19.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$443K - $492K
|
3.9K
$522K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.48KNew |
$395K - $439K
|
3.48K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.05K+ 158.44% |
$346K - $385K
|
4.98K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.01K+ 2.94% |
$341K - $379K
|
105K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.88K+ 19.65% |
$327K - $363K
|
17.5K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.84K+ 6.35% |
$322K - $358K
|
47.5K
$6.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.83K+ 263.84% |
$321K - $357K
|
3.9K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.8KNew |
$318K - $354K
|
2.8K
$375K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.78K+ 18.81% |
$316K - $351K
|
17.6K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.74KNew |
$310K - $345K
|
2.74K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.74K+ 10.82% |
$310K - $345K
|
28K
$3.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.74K+ 4.38% |
$310K - $345K
|
65.2K
$8.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.73K+ 82.84% |
$310K - $345K
|
6.03K
$808K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 40.24% |
$310K - $344K
|
9.51K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.71K+ 0.84% |
$308K - $342K
|
326K
$43.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.6KNew |
$295K - $328K
|
2.6K
$348K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.54KNew |
$288K - $320K
|
2.54K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$284K - $315K
|
2.5K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.47KNew |
$280K - $312K
|
2.47K
$331K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.38K+ 0.76% |
$270K - $300K
|
316K
$42.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.38K+ 2.71% |
$270K - $300K
|
90.1K
$12.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.21K+ 30.71% |
$251K - $279K
|
9.42K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.2K+ 8.91% |
$250K - $278K
|
26.9K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.2K+ 18.18% |
$249K - $277K
|
14.3K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.08K+ 55.13% |
$236K - $262K
|
5.85K
$784K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.07K+ 4.23% |
$235K - $261K
|
51K
$6.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.06K+ 25.88% |
$234K - $260K
|
10K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.97K+ 5.11% |
$223K - $248K
|
40.5K
$5.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.91KNew |
$217K - $241K
|
1.91K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.91K+ 7.99% |
$216K - $240K
|
25.8K
$3.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.87K+ 14.1% |
$212K - $235K
|
15.1K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.86K+ 7150.0% |
$211K - $235K
|
1.89K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.83KNew |
$208K - $231K
|
1.83K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1.82K+ 4.12% |
$206K - $229K
|
45.9K
$6.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.77KNew |
$201K - $223K
|
1.77K
$237K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.76KNew |
$200K - $222K
|
1.76K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.72K+ 334.17% |
$195K - $217K
|
2.24K
$299K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.7K+ 0.98% |
$193K - $214K
|
174K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.69KNew |
$192K - $213K
|
1.69K
$226K
|