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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-277- 13.29% |
$20.9K - $23.5K
|
1.81K
$159K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-284- 0.93% |
$21.4K - $24.1K
|
30.3K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-291- 6.97% |
$21.9K - $24.7K
|
3.88K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-293- 6.08% |
$22.1K - $24.8K
|
4.53K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-297- 14.8% |
$22.4K - $25.2K
|
1.71K
$151K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-298- 1.29% |
$22.4K - $25.3K
|
22.8K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-312- 2.28% |
$23.5K - $26.4K
|
13.4K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-332- 8.66% |
$25K - $28.1K
|
3.5K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-337- 3.33% |
$25.4K - $28.6K
|
9.79K
$863K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-346- 50.0% |
$26.1K - $29.3K
|
346
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-360- 1.57% |
$27.1K - $30.5K
|
22.5K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-362- 12.12% |
$27.3K - $30.7K
|
2.63K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-370- 1.17% |
$27.9K - $31.4K
|
31.1K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-378- 10.72% |
$28.5K - $32K
|
3.15K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-385- 3.51% |
$29K - $32.6K
|
10.6K
$933K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-400- 6.99% |
$30.1K - $33.9K
|
5.32K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-403- 5.13% |
$30.4K - $34.2K
|
7.46K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-404- 17.19% |
$30.4K - $34.2K
|
1.95K
$171K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-405- 3.44% |
$30.5K - $34.3K
|
11.4K
$1M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-411- 1.87% |
$31K - $34.8K
|
21.6K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-420- 5.46% |
$31.6K - $35.6K
|
7.28K
$641K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-429- 1.86% |
$32.3K - $36.4K
|
22.7K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-459- 11.03% |
$34.6K - $38.9K
|
3.7K
$326K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-468- 12.14% |
$35.2K - $39.7K
|
3.39K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-471- 1.26% |
$35.5K - $39.9K
|
37K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 13.08% |
$36.2K - $40.8K
|
3.2K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-492- 6.65% |
$37.1K - $41.7K
|
6.91K
$609K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-492- 5.48% |
$37.1K - $41.7K
|
8.48K
$747K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-494- 16.1% |
$37.2K - $41.9K
|
2.58K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-495- 0.42% |
$37.3K - $42K
|
119K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-500- 13.33% |
$37.7K - $42.4K
|
3.25K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-527- 6.3% |
$39.7K - $44.7K
|
7.84K
$691K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-529- 14.91% |
$39.8K - $44.8K
|
3.02K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-547- 3.85% |
$41.2K - $46.4K
|
13.7K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-560- 8.64% |
$42.2K - $47.5K
|
5.92K
$522K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-590- 8.5% |
$44.4K - $50K
|
6.35K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-614- 4.32% |
$46.2K - $52K
|
13.6K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-615- 3.09% |
$46.3K - $52.1K
|
19.3K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-615- 13.9% |
$46.3K - $52.1K
|
3.81K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-631- 2.37% |
$47.5K - $53.5K
|
26K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-661- 8.2% |
$49.8K - $56K
|
7.4K
$652K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-665- 12.86% |
$50.1K - $56.4K
|
4.51K
$397K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-667- 62.87% |
$50.2K - $56.5K
|
394
$34.7K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-677- 21.69% |
$51K - $57.4K
|
2.44K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-677- 8.44% |
$51K - $57.4K
|
7.35K
$647K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-684- 5.1% |
$51.5K - $58K
|
12.7K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-699Closed |
$52.6K - $59.3K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-710- 5.57% |
$53.5K - $60.2K
|
12K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-772- 10.01% |
$58.1K - $65.4K
|
6.94K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-793- 6.53% |
$59.7K - $67.2K
|
11.3K
$999K
|