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 |
---|---|---|---|---|---|---|---|
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
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-5.77KClosed |
$469K - $591K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-5.11K- 50.24% |
$415K - $524K
|
5.06K
$624K
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.32KClosed |
$351K - $443K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.78KClosed |
$307K - $388K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.63K- 92.89% |
$295K - $373K
|
278
$34.2K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-2.99K- 36.98% |
$243K - $306K
|
5.09K
$627K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.96KClosed |
$241K - $304K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.95K- 43.89% |
$240K - $302K
|
3.77K
$464K
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.8KClosed |
$227K - $287K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.71K- 39.07% |
$220K - $278K
|
4.23K
$521K
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-2.44KClosed |
$198K - $250K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-2.37KClosed |
$192K - $243K
|
0
$0
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.29KClosed |
$186K - $234K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.28KClosed |
$185K - $234K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$174K - $219K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.04KClosed |
$165K - $209K
|
0
$0
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.86K- 3.37% |
$151K - $191K
|
53.4K
$6.58M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.55KClosed |
$126K - $159K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1.53KClosed |
$125K - $157K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.51KClosed |
$122K - $154K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-583- 45.19% |
$47.4K - $59.8K
|
707
$87.1K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-541- 18.23% |
$44K - $55.5K
|
2.43K
$299K
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-501- 15.0% |
$40.7K - $51.4K
|
2.84K
$350K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-385Closed |
$31.3K - $39.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-349- 26.06% |
$28.4K - $35.8K
|
990
$122K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-304Closed |
$24.7K - $31.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-250Closed |
$20.3K - $25.6K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-226Closed |
$18.4K - $23.2K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-155- 2.6% |
$12.6K - $15.9K
|
5.81K
$716K
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-150- 5.72% |
$12.2K - $15.4K
|
2.47K
$305K
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100- 9.47% |
$8.13K - $10.3K
|
956
$118K
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-97- 3.25% |
$7.88K - $9.95K
|
2.89K
$356K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-75Closed |
$6.1K - $7.69K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-66Closed |
$5.36K - $6.77K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-13- 11.71% |
$1.06K - $1.33K
|
98
$12.1K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-402KClosed |
$37.4M - $43.6M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-43.5K- 37.43% |
$4.05M - $4.72M
|
72.7K
$8.96M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-27.3KClosed |
$2.54M - $2.96M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.5KClosed |
$1.26M - $1.46M
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-10.3KClosed |
$962K - $1.12M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.95KClosed |
$647K - $753K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5.63KClosed |
$524K - $610K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-4.66KClosed |
$434K - $505K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.6KClosed |
$335K - $390K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.24KClosed |
$301K - $351K
|
0
$0
|