Purchases and Sales Made in Q3 2025 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
676K+ 9.43% |
$58.9M - $63M
|
7.85M
$750M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
273KNew |
$23.8M - $25.5M
|
273K
$26.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
188K+ 942.33% |
$16.4M - $17.6M
|
208K
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 20.1% |
$11.4M - $12.3M
|
786K
$75M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
127K+ 3.22% |
$11.1M - $11.9M
|
4.09M
$391M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
92KNew |
$8.01M - $8.57M
|
92K
$8.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
70.3K+ 5.57% |
$6.12M - $6.55M
|
1.33M
$127M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.8K+ 54.91% |
$4.68M - $5.01M
|
152K
$14.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
47.8K+ 4.26% |
$4.16M - $4.45M
|
1.17M
$112M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
37.2K+ 2.45% |
$3.24M - $3.46M
|
1.55M
$148M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
34.1K+ 36.1% |
$2.97M - $3.18M
|
129K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
32.5K+ 0.84% |
$2.83M - $3.03M
|
3.89M
$371M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.1K+ 41.07% |
$2.62M - $2.81M
|
104K
$9.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
29.7KNew |
$2.59M - $2.77M
|
29.7K
$2.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
23K+ 7.56% |
$2.01M - $2.15M
|
328K
$31.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.1K+ 11.68% |
$1.92M - $2.06M
|
211K
$20.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.2K+ 37.87% |
$1.59M - $1.7M
|
66.3K
$6.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.1K+ 10.37% |
$1.49M - $1.6M
|
182K
$17.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.1K+ 5.64% |
$1.32M - $1.41M
|
283K
$27M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
14.6K+ 17.21% |
$1.27M - $1.36M
|
99.4K
$9.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 8.35% |
$1.25M - $1.34M
|
187K
$17.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12.7K+ 4.97% |
$1.11M - $1.19M
|
269K
$25.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 52.49% |
$994K - $1.06M
|
33.2K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6K+ 52.69% |
$925K - $990K
|
30.8K
$2.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$895K - $959K
|
10.3K
$982K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.92K+ 16.23% |
$864K - $925K
|
71K
$6.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
9.25K+ 3.49% |
$805K - $862K
|
274K
$26.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
8.99K+ 4.69% |
$783K - $838K
|
201K
$19.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
8.34K+ 58.98% |
$726K - $777K
|
22.5K
$2.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7.66K+ 110.3% |
$667K - $714K
|
14.6K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.48KNew |
$651K - $697K
|
7.48K
$714K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
7.38K+ 0.71% |
$643K - $688K
|
1.05M
$100M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.88K+ 42.09% |
$599K - $641K
|
23.2K
$2.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.76K+ 2.51% |
$588K - $630K
|
276K
$26.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.3K+ 5.32% |
$548K - $587K
|
125K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6K+ 30.9% |
$522K - $559K
|
25.4K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.9K+ 2.99% |
$514K - $550K
|
203K
$19.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.87K+ 3.33% |
$511K - $547K
|
182K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.77K+ 1.39% |
$502K - $538K
|
422K
$40.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.6K+ 17.35% |
$487K - $522K
|
37.9K
$3.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.57K+ 5.5% |
$485K - $519K
|
107K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.45K+ 2.22% |
$475K - $508K
|
251K
$24M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.42K+ 212.63% |
$472K - $505K
|
7.97K
$761K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.99K+ 8.12% |
$434K - $465K
|
66.4K
$6.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.9K+ 68.36% |
$426K - $456K
|
12.1K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
4.82K+ 18.1% |
$419K - $449K
|
31.4K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.75KNew |
$413K - $442K
|
4.75K
$453K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.72K+ 2.39% |
$411K - $440K
|
202K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.52K+ 48.61% |
$393K - $421K
|
13.8K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.45K+ 16.5% |
$388K - $415K
|
31.4K
$3M
|