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 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-14.7K- 12.15% |
$1.11M - $1.24M
|
106K
$9.36M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.1K- 8.73% |
$1.14M - $1.28M
|
158K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-16K- 6.62% |
$1.2M - $1.36M
|
225K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18.1K- 1.76% |
$1.36M - $1.53M
|
1.01M
$88.7M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.3K- 5.28% |
$1.38M - $1.55M
|
328K
$28.9M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.3K- 26.52% |
$1.46M - $1.64M
|
53.5K
$4.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19.6K- 38.08% |
$1.48M - $1.66M
|
31.9K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.9K- 21.97% |
$1.58M - $1.77M
|
74.3K
$6.55M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-21K- 36.96% |
$1.58M - $1.78M
|
35.9K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-26.2K- 3.08% |
$1.97M - $2.22M
|
825K
$72.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.1K- 79.75% |
$2.12M - $2.38M
|
7.14K
$629K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29.7K- 9.12% |
$2.24M - $2.52M
|
296K
$26.1M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.9K- 67.26% |
$2.4M - $2.7M
|
15.5K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-32.4K- 7.96% |
$2.44M - $2.74M
|
374K
$33M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-32.9K- 22.23% |
$2.48M - $2.79M
|
115K
$10.1M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-39.4K- 2.63% |
$2.97M - $3.34M
|
1.46M
$128M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42.4K- 58.94% |
$3.19M - $3.6M
|
29.5K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-51.3K- 42.46% |
$3.86M - $4.35M
|
69.5K
$6.13M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-52.8K- 3.25% |
$3.98M - $4.48M
|
1.57M
$138M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-56K- 20.27% |
$4.22M - $4.75M
|
220K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-80.1K- 33.97% |
$6.03M - $6.79M
|
156K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-85.4K- 4.56% |
$6.43M - $7.24M
|
1.78M
$157M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-91.4K- 6.62% |
$6.88M - $7.75M
|
1.29M
$114M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-105K- 11.49% |
$7.87M - $8.86M
|
805K
$71M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-105K- 1.77% |
$7.94M - $8.93M
|
5.86M
$516M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-108K- 3.19% |
$8.17M - $9.19M
|
3.3M
$290M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-132K- 9.16% |
$9.93M - $11.2M
|
1.31M
$115M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-146K- 12.16% |
$11M - $12.4M
|
1.05M
$93M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-181K- 25.78% |
$13.6M - $15.3M
|
520K
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200K- 3.96% |
$15.1M - $17M
|
4.85M
$428M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-204K- 4.55% |
$15.4M - $17.3M
|
4.28M
$377M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-716K- 35.69% |
$54M - $60.7M
|
1.29M
$114M
|