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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
472+ 5.04% |
$35.6K - $40K
|
9.83K
$866K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
460+ 8.66% |
$34.6K - $39K
|
5.77K
$508K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
451+ 17.17% |
$34K - $38.2K
|
3.08K
$271K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
448+ 4.3% |
$33.7K - $38K
|
10.9K
$958K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
418+ 1.28% |
$31.5K - $35.4K
|
33.1K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
414+ 249.4% |
$31.2K - $35.1K
|
580
$51.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
400+ 5.0% |
$30.1K - $33.9K
|
8.4K
$740K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
375+ 3.12% |
$28.2K - $31.8K
|
12.4K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
374+ 10.29% |
$28.2K - $31.7K
|
4.01K
$353K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
363+ 3.57% |
$27.3K - $30.8K
|
10.5K
$928K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
349+ 8.11% |
$26.3K - $29.6K
|
4.65K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
346+ 100.0% |
$26.1K - $29.3K
|
692
$61K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
342+ 5.78% |
$25.8K - $29K
|
6.26K
$551K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
334+ 10.76% |
$25.2K - $28.3K
|
3.44K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
314+ 3.75% |
$23.7K - $26.6K
|
8.68K
$765K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
307+ 5.77% |
$23.1K - $26K
|
5.63K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
277+ 3.15% |
$20.9K - $23.5K
|
9.07K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
272+ 0.56% |
$20.5K - $23.1K
|
48.6K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
260+ 0.86% |
$19.6K - $22K
|
30.6K
$2.69M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
199+ 24.88% |
$15K - $16.9K
|
999
$88K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
188+ 2.93% |
$14.2K - $15.9K
|
6.6K
$582K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
177+ 4.89% |
$13.3K - $15K
|
3.8K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
165+ 4.3% |
$12.4K - $14K
|
4K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
164+ 5.96% |
$12.4K - $13.9K
|
2.91K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
157+ 2.63% |
$11.8K - $13.3K
|
6.13K
$540K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
155New |
$11.7K - $13.1K
|
155
$13.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
150+ 9.52% |
$11.3K - $12.7K
|
1.73K
$152K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
147+ 3.77% |
$11.1K - $12.5K
|
4.05K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
146+ 5.46% |
$11K - $12.4K
|
2.82K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
143+ 8.86% |
$10.8K - $12.1K
|
1.76K
$155K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
143+ 5.54% |
$10.8K - $12.1K
|
2.72K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
142+ 2.23% |
$10.7K - $12K
|
6.52K
$575K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
141New |
$10.6K - $12K
|
141
$12.4K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
130+ 10.56% |
$9.79K - $11K
|
1.36K
$120K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
121+ 1.65% |
$9.11K - $10.3K
|
7.47K
$659K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
118+ 0.12% |
$8.89K - $10K
|
95.6K
$8.42M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
115+ 3.4% |
$8.66K - $9.75K
|
3.5K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
109+ 3.0% |
$8.21K - $9.24K
|
3.74K
$330K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
100+ 1.14% |
$7.53K - $8.48K
|
8.84K
$779K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
88+ 1.97% |
$6.63K - $7.46K
|
4.55K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
88+ 1.28% |
$6.63K - $7.46K
|
6.94K
$612K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
70+ 0.22% |
$5.27K - $5.93K
|
32.3K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
69+ 0.56% |
$5.2K - $5.85K
|
12.4K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
69New |
$5.2K - $5.85K
|
69
$6.08K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
64+ 1.43% |
$4.82K - $5.43K
|
4.53K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
60New |
$4.52K - $5.09K
|
60
$5.29K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
54+ 0.4% |
$4.07K - $4.58K
|
13.5K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51+ 0.63% |
$3.84K - $4.32K
|
8.1K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 1.49% |
$3.84K - $4.32K
|
3.46K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
48+ 0.1% |
$3.62K - $4.07K
|
46.7K
$4.11M
|