Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
928K+ 9.56% |
$69.9M - $78.7M
|
10.6M
$949M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
905K+ 14.44% |
$68.2M - $76.7M
|
7.17M
$640M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
125K+ 72.55% |
$9.43M - $10.6M
|
298K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.7K+ 12.12% |
$5.7M - $6.42M
|
700K
$62.5M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
73.8K+ 43.06% |
$5.56M - $6.26M
|
245K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.6K+ 6.66% |
$5.09M - $5.73M
|
1.08M
$96.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66.2K+ 11.91% |
$4.98M - $5.61M
|
622K
$55.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
57.4K+ 65.15% |
$4.32M - $4.86M
|
145K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
51.6K+ 0.92% |
$3.88M - $4.37M
|
5.66M
$505M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
45.5K+ 11.92% |
$3.43M - $3.85M
|
427K
$38.1M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
38K+ 92.39% |
$2.86M - $3.22M
|
79.2K
$7.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30K+ 3.04% |
$2.26M - $2.54M
|
1.02M
$90.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.5K+ 1.95% |
$1.77M - $1.99M
|
1.23M
$110M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.5K+ 42.56% |
$1.77M - $1.99M
|
78.7K
$7.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
21.6K+ 17.76% |
$1.63M - $1.83M
|
143K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
19.3K+ 156.32% |
$1.46M - $1.64M
|
31.7K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
17.3K+ 5.0% |
$1.31M - $1.47M
|
364K
$32.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 33.35% |
$1.28M - $1.44M
|
67.7K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.7K+ 39.39% |
$1.26M - $1.42M
|
59.2K
$5.28M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
16.4K+ 15.75% |
$1.24M - $1.39M
|
121K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15K+ 5.12% |
$1.13M - $1.27M
|
308K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.7KNew |
$1.03M - $1.16M
|
13.7K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
13.4KNew |
$1.01M - $1.14M
|
13.4K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 9.67% |
$952K - $1.07M
|
143K
$12.8M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12.2K+ 166.2% |
$922K - $1.04M
|
19.6K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.9K+ 9.27% |
$817K - $920K
|
128K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.5K+ 44.85% |
$792K - $891K
|
33.9K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.3K+ 107.54% |
$774K - $871K
|
19.8K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.3K+ 42.6% |
$773K - $871K
|
34.4K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 1.98% |
$771K - $868K
|
527K
$47M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.1K+ 21.24% |
$758K - $853K
|
57.4K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.98K+ 1.85% |
$752K - $846K
|
550K
$49M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.6K+ 140.19% |
$723K - $814K
|
16.5K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.09K+ 3.61% |
$685K - $771K
|
261K
$23.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.86K+ 5.33% |
$668K - $751K
|
175K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.81K+ 0.53% |
$664K - $747K
|
1.66M
$148M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.48K+ 20.1% |
$639K - $719K
|
50.7K
$4.52M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
8.46K+ 57.12% |
$637K - $717K
|
23.3K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.95K+ 134.3% |
$599K - $674K
|
13.9K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.91K+ 13.86% |
$596K - $671K
|
65K
$5.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
7.54KNew |
$568K - $639K
|
7.54K
$673K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
7.12K+ 13.04% |
$536K - $604K
|
61.7K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.98K+ 1.33% |
$526K - $592K
|
532K
$47.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.93KNew |
$522K - $588K
|
6.93K
$618K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.52KNew |
$491K - $553K
|
6.52K
$582K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
6.23KNew |
$469K - $528K
|
6.23K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.23KNew |
$469K - $528K
|
6.23K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.14KNew |
$462K - $520K
|
6.14K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.13K+ 6.72% |
$462K - $520K
|
97.3K
$8.69M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.12K+ 59.11% |
$461K - $519K
|
16.5K
$1.47M
|