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 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 2.22% |
$7.48K - $8.24K
|
3.92K
$523K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-60- 18.69% |
$5.04K - $5.56K
|
261
$34.8K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-37- 0.85% |
$3.11K - $3.43K
|
4.32K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-11- 8.4% |
$925 - $1.02K
|
120
$16K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.45% |
$925 - $1.02K
|
2.45K
$327K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-520K- 76.27% |
$41.2M - $47.1M
|
162K
$21.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-64.9K- 21.04% |
$5.14M - $5.87M
|
243K
$32.5M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-56.1K- 49.19% |
$4.45M - $5.08M
|
58K
$7.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 70.62% |
$911K - $1.04M
|
4.79K
$639K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-9.59K- 69.94% |
$760K - $868K
|
4.12K
$550K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-9.14K- 9.54% |
$724K - $827K
|
86.6K
$11.6M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-8.74K- 32.66% |
$693K - $792K
|
18K
$2.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.49K- 87.92% |
$356K - $406K
|
617
$82.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-3.25K- 28.02% |
$258K - $294K
|
8.35K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.86K- 12.71% |
$227K - $259K
|
19.7K
$2.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.71K- 56.83% |
$135K - $154K
|
1.3K
$173K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.52K- 10.96% |
$120K - $137K
|
12.3K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.47K- 2.44% |
$116K - $133K
|
58.7K
$7.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.34K- 33.14% |
$106K - $121K
|
2.71K
$361K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 28.79% |
$85.5K - $97.7K
|
2.67K
$356K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-808- 5.26% |
$64K - $73.1K
|
14.6K
$1.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-763- 7.22% |
$60.4K - $69.1K
|
9.81K
$1.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-625- 1.74% |
$49.5K - $56.6K
|
35.2K
$4.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-564- 79.77% |
$44.7K - $51.1K
|
143
$19.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-533- 11.93% |
$42.2K - $48.3K
|
3.94K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-58- 1.93% |
$4.59K - $5.25K
|
2.95K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-35- 4.84% |
$2.77K - $3.17K
|
688
$91.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-83.6K- 1.8% |
$6.64M - $8.02M
|
4.57M
$610M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-12.3K- 90.07% |
$974K - $1.18M
|
1.35K
$180K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-9.53KClosed |
$757K - $915K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.93K- 44.46% |
$233K - $281K
|
3.66K
$489K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-2.23K- 1.24% |
$177K - $214K
|
177K
$23.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 30.89% |
$93.2K - $113K
|
2.63K
$350K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.1K- 20.85% |
$87.7K - $106K
|
4.19K
$559K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.1K- 68.81% |
$87.6K - $106K
|
500
$66.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-565- 10.02% |
$44.9K - $54.2K
|
5.08K
$677K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$31.8K - $38.4K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-254- 0.7% |
$20.2K - $24.4K
|
35.9K
$4.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-110- 0.94% |
$8.74K - $10.6K
|
11.6K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-64- 2.36% |
$5.08K - $6.14K
|
2.65K
$353K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15Closed |
$1.19K - $1.44K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-5- 0.18% |
$397 - $480
|
2.83K
$378K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-60.8KClosed |
$4.94M - $6.23M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-38.6K- 96.31% |
$3.14M - $3.96M
|
1.48K
$197K
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-29.7KClosed |
$2.41M - $3.05M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-23.3KClosed |
$1.89M - $2.39M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-22.6KClosed |
$1.84M - $2.32M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.96KClosed |
$728K - $919K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.51KClosed |
$610K - $770K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-7.5KClosed |
$610K - $769K
|
0
$0
|
|