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 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.64KNew |
$186K - $207K
|
1.64K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.62KNew |
$184K - $204K
|
1.62K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.62KNew |
$183K - $204K
|
1.62K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.61K+ 1.02% |
$183K - $203K
|
160K
$21.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.6KNew |
$182K - $202K
|
1.6K
$214K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.6KNew |
$181K - $202K
|
1.6K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.59KNew |
$181K - $201K
|
1.59K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.59K+ 9.0% |
$180K - $200K
|
19.2K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.58K+ 6.03% |
$179K - $199K
|
27.7K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.54K+ 18.78% |
$175K - $194K
|
9.74K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.41K+ 39.93% |
$160K - $178K
|
4.96K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.4K+ 2.49% |
$159K - $176K
|
57.5K
$7.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.39K+ 15.51% |
$157K - $175K
|
10.3K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.33K+ 41.08% |
$151K - $168K
|
4.58K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.28K+ 4.74% |
$145K - $161K
|
28.2K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.11K+ 12.79% |
$126K - $140K
|
9.81K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.07K+ 5.65% |
$122K - $135K
|
20.1K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.02K+ 25.46% |
$116K - $129K
|
5.03K
$673K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
985+ 4.72% |
$112K - $124K
|
21.8K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
952+ 0.8% |
$108K - $120K
|
120K
$16M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
915+ 1.98% |
$104K - $115K
|
47.2K
$6.31M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
904+ 3.51% |
$103K - $114K
|
26.7K
$3.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
877+ 8.55% |
$99.5K - $111K
|
11.1K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
871New |
$98.8K - $110K
|
871
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
852+ 37.04% |
$96.7K - $108K
|
3.15K
$422K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
806New |
$91.4K - $102K
|
806
$108K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
743+ 6.08% |
$84.3K - $93.8K
|
13K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
743+ 6.19% |
$84.3K - $93.8K
|
12.7K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
729+ 23.48% |
$82.7K - $92K
|
3.83K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
728+ 8.12% |
$82.6K - $91.9K
|
9.7K
$1.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
715+ 0.61% |
$81.1K - $90.2K
|
118K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
710+ 1.61% |
$80.5K - $89.6K
|
44.8K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
692+ 8.81% |
$78.5K - $87.3K
|
8.55K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
671+ 0.27% |
$76.1K - $84.7K
|
248K
$33.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
650+ 35.0% |
$73.7K - $82K
|
2.51K
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
644New |
$73.1K - $81.3K
|
644
$86.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
625+ 0.51% |
$70.9K - $78.9K
|
122K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
610+ 5.7% |
$69.2K - $77K
|
11.3K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
581+ 8.71% |
$65.9K - $73.3K
|
7.26K
$971K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
581New |
$65.9K - $73.3K
|
581
$77.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
576+ 14.52% |
$65.3K - $72.7K
|
4.54K
$608K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
563+ 1.85% |
$63.9K - $71K
|
31K
$4.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
543+ 11.73% |
$61.6K - $68.5K
|
5.17K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
542+ 31.29% |
$61.5K - $68.4K
|
2.27K
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
535+ 31.47% |
$60.7K - $67.5K
|
2.24K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
531+ 11.67% |
$60.2K - $67K
|
5.08K
$680K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
513+ 20.84% |
$58.2K - $64.7K
|
2.98K
$398K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
512+ 0.84% |
$58.1K - $64.6K
|
61.1K
$8.18M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
512+ 2.04% |
$58.1K - $64.6K
|
25.6K
$3.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
481+ 3.19% |
$54.6K - $60.7K
|
15.5K
$2.08M
|