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 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.12K+ 59.11% |
$461K - $519K
|
16.5K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
5.73K+ 165.63% |
$432K - $486K
|
9.2K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.62K+ 81.67% |
$423K - $476K
|
12.5K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.54K+ 3.33% |
$417K - $470K
|
172K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.5K+ 4.1% |
$414K - $466K
|
140K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.45K+ 2.25% |
$411K - $462K
|
248K
$21.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
5.35K+ 91.06% |
$403K - $453K
|
11.2K
$988K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5K+ 141.75% |
$376K - $424K
|
8.52K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.98KNew |
$375K - $422K
|
4.98K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.8K+ 8.85% |
$361K - $407K
|
59K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
4.4K+ 5.58% |
$332K - $373K
|
83.4K
$7.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.04K+ 17.36% |
$304K - $343K
|
27.3K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 13.79% |
$301K - $339K
|
33K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.99KNew |
$301K - $338K
|
3.99K
$352K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.94K+ 60.51% |
$297K - $334K
|
10.5K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.94K+ 8.95% |
$296K - $334K
|
47.9K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.73KNew |
$281K - $316K
|
3.73K
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
3.65KNew |
$275K - $309K
|
3.65K
$322K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.63KNew |
$273K - $307K
|
3.63K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.57K+ 5.74% |
$269K - $303K
|
65.8K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.56K+ 1.56% |
$268K - $302K
|
232K
$20.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.5K+ 9.88% |
$264K - $297K
|
39K
$3.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
3.49K+ 13.78% |
$262K - $295K
|
28.8K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.45KNew |
$259K - $292K
|
3.45K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.26K+ 125.68% |
$245K - $276K
|
5.85K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.23K+ 2.76% |
$243K - $274K
|
120K
$10.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.21K+ 19.4% |
$242K - $272K
|
19.8K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2KNew |
$241K - $271K
|
3.2K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.11KNew |
$234K - $264K
|
3.11K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.11K+ 143.93% |
$234K - $263K
|
5.26K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.08KNew |
$232K - $261K
|
3.08K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.02K+ 11.75% |
$227K - $256K
|
28.7K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.9K+ 43.37% |
$218K - $246K
|
9.59K
$845K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.87K+ 13.64% |
$216K - $244K
|
23.9K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.87K+ 12.56% |
$216K - $243K
|
25.7K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.79KNew |
$210K - $237K
|
2.79K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.75K+ 2.38% |
$207K - $233K
|
118K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.7KNew |
$203K - $229K
|
2.7K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.68KNew |
$202K - $228K
|
2.68K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.65K+ 23.47% |
$200K - $225K
|
14K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.62KNew |
$197K - $222K
|
2.62K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.58KNew |
$194K - $218K
|
2.58K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.57KNew |
$193K - $218K
|
2.57K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.56K+ 0.62% |
$193K - $217K
|
412K
$36.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.55KNew |
$192K - $216K
|
2.55K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.53K+ 10.1% |
$191K - $215K
|
27.6K
$2.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.47KNew |
$186K - $210K
|
2.47K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
2.47KNew |
$186K - $210K
|
2.47K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
2.45KNew |
$185K - $208K
|
2.45K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.45KNew |
$185K - $208K
|
2.45K
$216K
|