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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-12- 29.27% |
$1.12K - $1.21K
|
29
$3.91K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-68.2K- 79.51% |
$6.07M - $6.65M
|
17.6K
$2.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-48.6K- 90.33% |
$4.33M - $4.74M
|
5.21K
$702K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-16.3K- 54.32% |
$1.45M - $1.58M
|
13.7K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-14.5K- 99.48% |
$1.29M - $1.42M
|
76
$10.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-13.5K- 40.4% |
$1.2M - $1.32M
|
20K
$2.7M
|
|
|
Feb 10, 2025
Q2 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-11.4KClosed |
$1.02M - $1.11M
|
0
$0
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.17KClosed |
$549K - $602K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.84K- 64.3% |
$520K - $570K
|
3.24K
$438K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.65KClosed |
$414K - $453K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-4.37K- 35.0% |
$389K - $426K
|
8.12K
$1.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 19.21% |
$242K - $265K
|
11.5K
$1.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.93K- 33.93% |
$172K - $188K
|
3.76K
$507K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.66K- 25.85% |
$148K - $162K
|
4.76K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 98.34% |
$106K - $116K
|
20
$2.7K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.1K- 33.31% |
$98.1K - $107K
|
2.21K
$298K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-780- 17.06% |
$69.4K - $76K
|
3.79K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-372- 5.51% |
$33.1K - $36.3K
|
6.37K
$860K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-301- 10.39% |
$26.8K - $29.3K
|
2.6K
$350K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-141- 4.18% |
$12.5K - $13.7K
|
3.23K
$436K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.48% |
$12.1K - $13.3K
|
28K
$3.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-109Closed |
$9.7K - $10.6K
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-103- 80.47% |
$9.16K - $10K
|
25
$3.37K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-56- 4.71% |
$4.98K - $5.46K
|
1.13K
$153K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-53- 4.94% |
$4.72K - $5.17K
|
1.02K
$138K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-51- 0.52% |
$4.54K - $4.97K
|
9.8K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-51- 0.27% |
$4.54K - $4.97K
|
19.1K
$2.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-45- 0.25% |
$4K - $4.39K
|
18K
$2.43M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-34- 4.96% |
$3.02K - $3.31K
|
651
$87.8K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-13- 86.67% |
$1.16K - $1.27K
|
2
$270
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11- 0.4% |
$979 - $1.07K
|
2.75K
$371K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-65.1K- 56.22% |
$5.47M - $6.03M
|
50.7K
$6.84M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.68K- 35.55% |
$814K - $897K
|
17.5K
$2.37M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.47K- 65.94% |
$460K - $507K
|
2.83K
$381K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.06K- 54.32% |
$425K - $469K
|
4.26K
$574K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.12K- 47.91% |
$262K - $289K
|
3.39K
$457K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.11K- 24.42% |
$261K - $288K
|
9.62K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.46K- 5.83% |
$207K - $228K
|
39.8K
$5.37M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.31K- 44.34% |
$194K - $214K
|
2.9K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-475- 1.02% |
$39.9K - $44K
|
46.2K
$6.23M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-449- 14.23% |
$37.7K - $41.6K
|
2.71K
$365K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-329- 1.51% |
$27.7K - $30.5K
|
21.5K
$2.9M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 2.22% |
$7.48K - $8.24K
|
3.92K
$529K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-60- 18.69% |
$5.04K - $5.56K
|
261
$35.2K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-37- 0.85% |
$3.11K - $3.43K
|
4.32K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-11- 8.4% |
$925 - $1.02K
|
120
$16.2K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.45% |
$925 - $1.02K
|
2.45K
$331K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-520K- 76.27% |
$41.2M - $47.1M
|
162K
$21.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-64.9K- 21.04% |
$5.14M - $5.87M
|
243K
$32.9M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-56.1K- 49.19% |
$4.45M - $5.08M
|
58K
$7.82M
|
|