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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.17K- 38.71% |
$146K - $157K
|
1.86K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-930- 14.48% |
$116K - $125K
|
5.49K
$741K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 77.81% |
$100K - $108K
|
229
$30.9K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-795- 2.64% |
$99.1K - $106K
|
29.4K
$3.96M
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-759- 30.37% |
$94.6K - $102K
|
1.74K
$235K
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-591- 15.97% |
$73.6K - $79.2K
|
3.11K
$420K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-538- 4.17% |
$67K - $72.1K
|
12.4K
$1.67M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-248- 11.83% |
$30.9K - $33.2K
|
1.85K
$249K
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-210- 5.65% |
$26.2K - $28.1K
|
3.51K
$474K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-177- 1.39% |
$22.1K - $23.7K
|
12.6K
$1.7M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-163- 34.46% |
$20.3K - $21.8K
|
310
$41.8K
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-161- 4.66% |
$20.1K - $21.6K
|
3.29K
$444K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 51.22% |
$13.1K - $14.1K
|
100
$13.5K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-103- 3.47% |
$12.8K - $13.8K
|
2.87K
$387K
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-90- 1.99% |
$11.2K - $12.1K
|
4.43K
$598K
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-75- 3.21% |
$9.35K - $10K
|
2.26K
$305K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-61- 18.26% |
$7.6K - $8.17K
|
273
$36.8K
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-55- 3.36% |
$6.85K - $7.37K
|
1.58K
$213K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-53- 3.28% |
$6.6K - $7.1K
|
1.56K
$211K
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-39- 1.44% |
$4.86K - $5.22K
|
2.66K
$359K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-31- 0.97% |
$3.86K - $4.15K
|
3.15K
$425K
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-25- 0.46% |
$3.12K - $3.35K
|
5.42K
$732K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-25- 1.18% |
$3.12K - $3.35K
|
2.1K
$283K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 0.44% |
$1.5K - $1.61K
|
2.69K
$362K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11- 1.51% |
$1.37K - $1.47K
|
719
$97K
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-9- 4.05% |
$1.12K - $1.21K
|
213
$28.7K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5- 0.26% |
$623 - $670
|
1.9K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2- 0.1% |
$249 - $268
|
1.92K
$259K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-164K- 86.09% |
$18.6M - $20.7M
|
26.5K
$3.58M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-42.7K- 57.61% |
$4.85M - $5.39M
|
31.4K
$4.24M
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-22.9K- 83.58% |
$2.59M - $2.88M
|
4.49K
$606K
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-14.5K- 73.68% |
$1.64M - $1.83M
|
5.17K
$697K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4K- 17.14% |
$1.3M - $1.44M
|
55.3K
$7.47M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.39K- 65.13% |
$384K - $427K
|
1.81K
$245K
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.28KClosed |
$372K - $414K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.48K- 37.48% |
$281K - $313K
|
4.14K
$558K
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.41K- 52.65% |
$274K - $304K
|
2.17K
$293K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 27.12% |
$213K - $237K
|
5.05K
$681K
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-759- 29.31% |
$86.1K - $95.8K
|
1.83K
$247K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-647- 16.65% |
$73.4K - $81.6K
|
3.24K
$437K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-607- 6.22% |
$68.9K - $76.6K
|
9.16K
$1.24M
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-500- 16.24% |
$56.7K - $63.1K
|
2.58K
$348K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-406- 8.93% |
$46.1K - $51.2K
|
4.14K
$559K
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-310- 14.59% |
$35.2K - $39.1K
|
1.82K
$245K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-270- 10.5% |
$30.6K - $34.1K
|
2.3K
$311K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-218- 0.41% |
$24.7K - $27.5K
|
52.8K
$7.12M
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-180- 9.33% |
$20.4K - $22.7K
|
1.75K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-163- 1.05% |
$18.5K - $20.6K
|
15.4K
$2.08M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-115- 5.72% |
$13K - $14.5K
|
1.89K
$256K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-87- 4.02% |
$9.87K - $11K
|
2.08K
$280K
|