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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
414New |
$45K - $49.6K
|
414
$51.1K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
296New |
$32.2K - $35.5K
|
296
$36.5K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
268+ 14.51% |
$29.1K - $32.1K
|
2.12K
$261K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113+ 113.0% |
$12.3K - $13.5K
|
213
$26.3K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
56New |
$6.09K - $6.71K
|
56
$6.91K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
55New |
$5.98K - $6.59K
|
55
$6.79K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
41+ 0.07% |
$4.46K - $4.91K
|
61.4K
$7.58M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 0.7% |
$4.35K - $4.79K
|
5.79K
$715K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
35New |
$3.8K - $4.19K
|
35
$4.32K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
35+ 0.38% |
$3.8K - $4.19K
|
9.3K
$1.15M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$3.15K - $3.48K
|
29
$3.58K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
7New |
$761 - $839
|
7
$864
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.92% |
$109 - $120
|
53
$6.54K
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$109 - $120
|
1.75K
$216K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
51.4K+ 95266.67% |
$5.29M - $5.91M
|
51.5K
$6.36M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30.9KNew |
$3.18M - $3.55M
|
30.9K
$3.81M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.5KNew |
$2.32M - $2.59M
|
22.5K
$2.78M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.5KNew |
$1.39M - $1.55M
|
13.5K
$1.67M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.75K+ 34.44% |
$695K - $776K
|
26.3K
$3.25M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.29KNew |
$442K - $493K
|
4.29K
$530K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.31KNew |
$340K - $380K
|
3.31K
$408K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.11KNew |
$320K - $357K
|
3.11K
$383K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.62KNew |
$269K - $301K
|
2.62K
$323K
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.89KNew |
$194K - $217K
|
1.89K
$233K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.87KNew |
$192K - $215K
|
1.87K
$230K
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.83KNew |
$188K - $210K
|
1.83K
$225K
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.79KNew |
$185K - $206K
|
1.79K
$221K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.76KNew |
$181K - $202K
|
1.76K
$217K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
924+ 3.85% |
$95.1K - $106K
|
24.9K
$3.07M
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
874New |
$89.9K - $100K
|
874
$108K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
868New |
$89.3K - $99.8K
|
868
$107K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
570+ 5.13% |
$58.7K - $65.5K
|
11.7K
$1.44M
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
426+ 14.77% |
$43.8K - $49K
|
3.31K
$408K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
385New |
$39.6K - $44.3K
|
385
$47.5K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
364+ 627.59% |
$37.5K - $41.8K
|
422
$52.1K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
274+ 14.27% |
$28.2K - $31.5K
|
2.19K
$271K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
265+ 13.25% |
$27.3K - $30.5K
|
2.27K
$280K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
195New |
$20.1K - $22.4K
|
195
$24.1K
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
124+ 5.58% |
$12.8K - $14.3K
|
2.35K
$290K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
115New |
$11.8K - $13.2K
|
115
$14.2K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
88New |
$9.06K - $10.1K
|
88
$10.9K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
58New |
$5.97K - $6.67K
|
58
$7.16K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
44New |
$4.53K - $5.06K
|
44
$5.43K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
35New |
$3.6K - $4.02K
|
35
$4.32K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
34+ 1.0% |
$3.5K - $3.91K
|
3.43K
$423K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$1.96K - $2.18K
|
19
$2.34K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 4.25% |
$1.85K - $2.07K
|
442
$54.5K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18New |
$1.85K - $2.07K
|
18
$2.22K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12+ 0.46% |
$1.23K - $1.38K
|
2.62K
$324K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
93.6K+ 8.77% |
$8.42M - $9.85M
|
1.16M
$143M
|