Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-912- 49.43% |
$93.9K - $105K
|
933
$126K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-850- 24.09% |
$87.5K - $97.7K
|
2.68K
$361K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-810- 73.3% |
$83.4K - $93.1K
|
295
$39.8K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-591- 22.94% |
$60.8K - $67.9K
|
1.99K
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-415- 19.33% |
$42.7K - $47.7K
|
1.73K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-370- 10.4% |
$38.1K - $42.5K
|
3.19K
$430K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-206- 7.29% |
$21.2K - $23.7K
|
2.62K
$354K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 15.69% |
$20.6K - $23K
|
1.08K
$145K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-187- 7.5% |
$19.2K - $21.5K
|
2.31K
$311K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-177- 17.25% |
$18.2K - $20.3K
|
849
$115K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-164- 1.35% |
$16.9K - $18.9K
|
12K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-90- 1.12% |
$9.26K - $10.3K
|
7.98K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 1.34% |
$8.23K - $9.2K
|
5.91K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-65- 2.32% |
$6.69K - $7.47K
|
2.73K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-51- 69.86% |
$5.25K - $5.86K
|
22
$2.97K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-32- 56.14% |
$3.29K - $3.68K
|
25
$3.37K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-39.8K- 7.68% |
$3.58M - $4.19M
|
478K
$64.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-15K- 37.24% |
$1.35M - $1.58M
|
25.2K
$3.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-8.63K- 66.76% |
$777K - $908K
|
4.3K
$580K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.84K- 12.33% |
$436K - $510K
|
34.4K
$4.65M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.82KClosed |
$254K - $297K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.04K- 3.33% |
$183K - $214K
|
59.1K
$7.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.74K- 5.0% |
$157K - $183K
|
33.1K
$4.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-854- 4.7% |
$76.9K - $89.9K
|
17.3K
$2.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-463- 30.14% |
$41.7K - $48.7K
|
1.07K
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-448- 9.4% |
$40.3K - $47.2K
|
4.32K
$583K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-413- 5.81% |
$37.2K - $43.5K
|
6.69K
$903K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-387- 11.82% |
$34.8K - $40.7K
|
2.89K
$390K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-300- 8.19% |
$27K - $31.6K
|
3.37K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-287- 7.2% |
$25.8K - $30.2K
|
3.7K
$499K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-259- 8.72% |
$23.3K - $27.3K
|
2.71K
$366K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-208- 6.21% |
$18.7K - $21.9K
|
3.14K
$424K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-189- 7.05% |
$17K - $19.9K
|
2.49K
$336K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-95- 37.55% |
$8.55K - $10K
|
158
$21.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.2% |
$4.05K - $4.74K
|
3.72K
$502K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 1.35% |
$450 - $526
|
365
$49.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-226KClosed |
$21.1M - $22.8M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-53.8K- 20.01% |
$5.03M - $5.43M
|
215K
$29M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-37.8K- 66.66% |
$3.53M - $3.81M
|
18.9K
$2.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-16.7K- 11.25% |
$1.56M - $1.68M
|
132K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.3K- 42.54% |
$589K - $635K
|
8.51K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.1K- 10.94% |
$196K - $212K
|
17.1K
$2.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.42K- 92.13% |
$132K - $143K
|
121
$16.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 29.13% |
$112K - $121K
|
2.92K
$393K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-841- 20.13% |
$78.6K - $84.8K
|
3.34K
$450K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-302- 2.73% |
$28.2K - $30.5K
|
10.8K
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-252- 1.51% |
$23.6K - $25.4K
|
16.4K
$2.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-204- 7.28% |
$19.1K - $20.6K
|
2.6K
$350K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-185- 8.02% |
$17.3K - $18.7K
|
2.12K
$286K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-95- 1.54% |
$8.88K - $9.58K
|
6.08K
$821K
|
|