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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.34K+ 11.3% |
$176K - $199K
|
23.1K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.1K+ 68.43% |
$158K - $178K
|
5.16K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.02KNew |
$152K - $171K
|
2.02K
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.93K+ 59.7% |
$145K - $164K
|
5.16K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.87K+ 17.78% |
$141K - $158K
|
12.4K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.86K+ 1.94% |
$140K - $158K
|
98K
$8.64M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.83K+ 6.49% |
$138K - $155K
|
30K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.8K+ 189.47% |
$136K - $153K
|
2.75K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.75K+ 9.36% |
$132K - $148K
|
20.4K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.72K+ 13.5% |
$130K - $146K
|
14.5K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.7K+ 17.12% |
$128K - $144K
|
11.6K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 15.62% |
$119K - $134K
|
11.7K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.5K+ 16.08% |
$113K - $127K
|
10.8K
$956K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.45K+ 6.63% |
$109K - $123K
|
23.3K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.41K+ 5.17% |
$106K - $120K
|
28.7K
$2.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.37K+ 2.42% |
$103K - $116K
|
58.1K
$5.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.37K+ 11.81% |
$103K - $116K
|
13K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.29K+ 44.52% |
$97K - $109K
|
4.18K
$368K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
1.25K+ 27.95% |
$94.3K - $106K
|
5.73K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.2KNew |
$90.7K - $102K
|
1.2K
$106K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.16K+ 5.49% |
$87.4K - $98.3K
|
22.3K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.15K+ 9.52% |
$86.4K - $97.2K
|
13.2K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.1K+ 3.7% |
$82.9K - $93.2K
|
30.8K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.1KNew |
$82.6K - $93K
|
1.1K
$96.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.09K+ 29.83% |
$82.4K - $92.7K
|
4.76K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.04K+ 3.94% |
$78.3K - $88.2K
|
27.4K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 24.85% |
$76.8K - $86.5K
|
5.13K
$452K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
975+ 4.12% |
$73.4K - $82.7K
|
24.6K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
973+ 1.0% |
$73.3K - $82.5K
|
97.9K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
965+ 10.67% |
$72.7K - $81.8K
|
10K
$882K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
954+ 43.28% |
$71.9K - $80.9K
|
3.16K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
951+ 26.48% |
$71.6K - $80.6K
|
4.54K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
881+ 2.23% |
$66.4K - $74.7K
|
40.3K
$3.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
845+ 7.16% |
$63.6K - $71.6K
|
12.6K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
836+ 5.14% |
$63K - $70.9K
|
17.1K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
831+ 16.99% |
$62.6K - $70.4K
|
5.72K
$504K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
764+ 3.24% |
$57.5K - $64.8K
|
24.4K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
751+ 9.37% |
$56.6K - $63.7K
|
8.77K
$773K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
744New |
$56K - $63.1K
|
744
$65.6K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
742+ 15.3% |
$55.9K - $62.9K
|
5.59K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
725+ 6.4% |
$54.6K - $61.5K
|
12K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
722+ 3.96% |
$54.4K - $61.2K
|
18.9K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
720+ 6.26% |
$54.2K - $61K
|
12.2K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
675+ 3.96% |
$50.8K - $57.2K
|
17.7K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
663+ 1035.94% |
$49.9K - $56.2K
|
727
$64.1K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
661+ 23.06% |
$49.8K - $56K
|
3.53K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
541+ 4.59% |
$40.7K - $45.9K
|
12.3K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
508+ 10.39% |
$38.3K - $43.1K
|
5.4K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
506+ 4.4% |
$38.1K - $42.9K
|
12K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
486+ 11.08% |
$36.6K - $41.2K
|
4.87K
$429K
|