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 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-800- 15.36% |
$60.3K - $67.8K
|
4.41K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-803- 14.89% |
$60.5K - $68.1K
|
4.59K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-818- 55.91% |
$61.6K - $69.3K
|
645
$56.8K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-828- 4.15% |
$62.4K - $70.2K
|
19.1K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-828- 23.63% |
$62.4K - $70.2K
|
2.68K
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-839- 10.54% |
$63.2K - $71.1K
|
7.12K
$628K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-881- 5.36% |
$66.4K - $74.7K
|
15.6K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-933- 17.06% |
$70.3K - $79.1K
|
4.54K
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-946- 7.01% |
$71.3K - $80.2K
|
12.6K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-948- 3.71% |
$71.4K - $80.4K
|
24.6K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-954- 24.25% |
$71.9K - $80.9K
|
2.98K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-963- 54.81% |
$72.5K - $81.6K
|
794
$70K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 0.88% |
$79.5K - $89.4K
|
119K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 2.95% |
$79.9K - $89.9K
|
34.9K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.07K- 13.95% |
$80.6K - $90.7K
|
6.6K
$582K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.17K- 1.37% |
$87.9K - $98.9K
|
83.9K
$7.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.18K- 4.74% |
$88.7K - $99.9K
|
23.7K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.21K- 2.18% |
$91.3K - $103K
|
54.3K
$4.78M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-1.22K- 6.95% |
$91.5K - $103K
|
16.3K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.23K- 10.17% |
$92.3K - $104K
|
10.8K
$954K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 9.81% |
$92.4K - $104K
|
11.3K
$994K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.26K- 26.08% |
$94.6K - $106K
|
3.56K
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.26K- 7.03% |
$95.1K - $107K
|
16.7K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.28K- 0.39% |
$96.1K - $108K
|
325K
$28.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.31K- 2.14% |
$98.4K - $111K
|
59.8K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.34K- 3.3% |
$101K - $113K
|
39.1K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.35K- 4.67% |
$101K - $114K
|
27.5K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.41K- 7.21% |
$106K - $120K
|
18.1K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.46K- 7.35% |
$110K - $124K
|
18.4K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.48K- 85.78% |
$111K - $125K
|
245
$21.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.51K- 6.29% |
$114K - $128K
|
22.5K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.57K- 0.95% |
$118K - $133K
|
163K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.59K- 10.79% |
$120K - $135K
|
13.1K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.62K- 49.8% |
$122K - $138K
|
1.64K
$144K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.63K- 45.41% |
$123K - $138K
|
1.96K
$172K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.76K- 5.98% |
$133K - $149K
|
27.7K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.85K- 11.32% |
$139K - $157K
|
14.5K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.05K- 0.38% |
$154K - $174K
|
532K
$46.9M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.06K- 26.62% |
$155K - $174K
|
5.67K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.07K- 24.16% |
$156K - $175K
|
6.5K
$572K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.14K- 11.88% |
$161K - $182K
|
15.9K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.17K- 0.54% |
$164K - $184K
|
401K
$35.4M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.2K- 11.7% |
$166K - $186K
|
16.6K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.24K- 0.4% |
$169K - $190K
|
552K
$48.6M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.28K- 22.89% |
$172K - $193K
|
7.69K
$677K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.3K- 8.1% |
$173K - $195K
|
26.1K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.4K- 5.88% |
$181K - $203K
|
38.4K
$3.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-2.49K- 5.6% |
$187K - $211K
|
41.9K
$3.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.49K- 12.69% |
$188K - $211K
|
17.1K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.5K- 17.34% |
$188K - $212K
|
11.9K
$1.05M
|