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 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
26New |
$2.26K - $2.42K
|
26
$2.48K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25+ 25.25% |
$2.18K - $2.33K
|
124
$11.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.15% |
$2.18K - $2.33K
|
17.1K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 2.22% |
$2K - $2.14K
|
1.06K
$101K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
23+ 0.31% |
$2K - $2.14K
|
7.43K
$710K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
22+ 0.07% |
$1.92K - $2.05K
|
30.4K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
21+ 0.81% |
$1.83K - $1.96K
|
2.63K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
21New |
$1.83K - $1.96K
|
21
$2.01K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 1.32% |
$1.74K - $1.86K
|
1.54K
$147K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20+ 57.14% |
$1.74K - $1.86K
|
55
$5.25K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 1.21% |
$1.65K - $1.77K
|
1.59K
$152K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$1.57K - $1.68K
|
18
$1.72K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
17New |
$1.48K - $1.58K
|
17
$1.62K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
17+ 0.03% |
$1.48K - $1.58K
|
62.5K
$5.97M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
16+ 0.15% |
$1.39K - $1.49K
|
10.8K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.06% |
$1.31K - $1.4K
|
27.1K
$2.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.47% |
$1.22K - $1.3K
|
2.97K
$284K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
13+ 5.06% |
$1.13K - $1.21K
|
270
$25.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.26% |
$958 - $1.03K
|
4.32K
$413K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10+ 0.02% |
$871 - $932
|
57.5K
$5.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10+ 0.29% |
$871 - $932
|
3.41K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$871 - $932
|
10
$955
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$783 - $839
|
8.64K
$825K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
9+ 0.12% |
$783 - $839
|
7.7K
$735K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
8New |
$696 - $746
|
8
$764
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.23% |
$522 - $559
|
2.67K
$255K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.17% |
$435 - $466
|
2.87K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2+ 1.9% |
$174 - $186
|
107
$10.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1New |
$87.1 - $93.2
|
1
$95.5
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$87.1 - $93.2
|
2.86K
$273K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$87.1 - $93.2
|
1
$95.5
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$174 - $186
|
4.66K
$445K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-3- 0.35% |
$261 - $280
|
859
$82K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-4- 0.15% |
$348 - $373
|
2.72K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4- 2.2% |
$348 - $373
|
178
$17K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-4- 0.02% |
$348 - $373
|
18.7K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.02% |
$522 - $559
|
36.5K
$3.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8- 0.08% |
$696 - $746
|
9.53K
$910K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9- 0.07% |
$783 - $839
|
12.4K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10- 1.73% |
$871 - $932
|
569
$54.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-10- 0.07% |
$871 - $932
|
15.4K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-11- 0.12% |
$958 - $1.03K
|
8.92K
$852K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-12- 0.32% |
$1.04K - $1.12K
|
3.75K
$358K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-13- 0.35% |
$1.13K - $1.21K
|
3.73K
$356K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15- 0.21% |
$1.31K - $1.4K
|
7.11K
$679K
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-17- 0.51% |
$1.48K - $1.58K
|
3.35K
$320K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-19- 0.19% |
$1.65K - $1.77K
|
10.2K
$969K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-20- 0.73% |
$1.74K - $1.86K
|
2.7K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.29% |
$1.74K - $1.86K
|
6.95K
$664K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-21- 2.62% |
$1.83K - $1.96K
|
780
$74.5K
|