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 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.62K- 33.23% |
$198K - $222K
|
5.27K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.67K- 22.98% |
$201K - $226K
|
8.95K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.78K- 4.27% |
$209K - $235K
|
62.3K
$5.49M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.82K- 7.87% |
$212K - $239K
|
33K
$2.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.86K- 38.6% |
$216K - $243K
|
4.55K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.91K- 21.66% |
$219K - $247K
|
10.5K
$929K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.99K- 6.53% |
$225K - $253K
|
42.8K
$3.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.48K- 8.47% |
$262K - $295K
|
37.6K
$3.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.5K- 10.56% |
$263K - $296K
|
29.6K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.55K- 5.49% |
$267K - $301K
|
61.1K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.56K- 5.73% |
$268K - $302K
|
58.7K
$5.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.58K- 9.34% |
$270K - $303K
|
34.8K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.7K- 2.72% |
$278K - $313K
|
132K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.01K- 32.46% |
$302K - $340K
|
8.35K
$736K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.03K- 5.89% |
$304K - $342K
|
64.4K
$5.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.11K- 26.1% |
$309K - $348K
|
11.6K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.12K- 1.4% |
$310K - $349K
|
291K
$25.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.2K- 15.48% |
$316K - $356K
|
22.9K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.31K- 9.88% |
$325K - $366K
|
39.3K
$3.47M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-4.46K- 53.61% |
$336K - $378K
|
3.86K
$340K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.47K- 10.66% |
$337K - $379K
|
37.5K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.48K- 6.26% |
$338K - $380K
|
67.1K
$5.92M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.52K- 2.81% |
$341K - $383K
|
156K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.55K- 10.92% |
$343K - $386K
|
37.1K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.7K- 40.22% |
$354K - $398K
|
6.99K
$616K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.78K- 2.24% |
$360K - $405K
|
209K
$18.4M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.84K- 17.42% |
$365K - $411K
|
23K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.9K- 2.86% |
$369K - $415K
|
166K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.11K- 1.8% |
$385K - $433K
|
278K
$24.5M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.48K- 0.49% |
$413K - $465K
|
1.12M
$98.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.55K- 11.11% |
$418K - $470K
|
44.4K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-5.93K- 2.12% |
$447K - $503K
|
274K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.46K- 4.7% |
$487K - $548K
|
131K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-6.5K- 70.8% |
$490K - $551K
|
2.68K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.51K- 51.63% |
$491K - $552K
|
6.1K
$538K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.63K- 8.76% |
$500K - $562K
|
69.1K
$6.09M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.64K- 5.11% |
$500K - $563K
|
123K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.83K- 1.69% |
$514K - $579K
|
397K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7.27K- 70.48% |
$547K - $616K
|
3.04K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.21K- 3.36% |
$618K - $696K
|
236K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.89K- 3.59% |
$669K - $753K
|
238K
$21M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.91K- 1.6% |
$671K - $755K
|
549K
$48.4M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-9.26K- 77.07% |
$698K - $785K
|
2.76K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.53K- 88.86% |
$718K - $808K
|
1.19K
$105K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-10.2KClosed |
$765K - $861K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.6K- 5.15% |
$796K - $896K
|
195K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.4K- 5.2% |
$861K - $970K
|
209K
$18.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13.8K- 18.83% |
$1.04M - $1.17M
|
59.7K
$5.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-14K- 12.34% |
$1.06M - $1.19M
|
99.8K
$8.79M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.5K- 28.26% |
$1.09M - $1.23M
|
36.9K
$3.25M
|