Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
272K+ 4.77% |
$20.5M - $22.7M
|
5.96M
$474M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
134KNew |
$10.1M - $11.2M
|
134K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
35.1K+ 40.5% |
$2.65M - $2.93M
|
122K
$9.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
23.1KNew |
$1.75M - $1.93M
|
23.1K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22.4K+ 12.28% |
$1.7M - $1.87M
|
205K
$16.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.9K+ 9.38% |
$1.51M - $1.66M
|
232K
$18.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
18.8K+ 4.84% |
$1.42M - $1.57M
|
407K
$32.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.67K+ 18.4% |
$731K - $807K
|
62.2K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.15K+ 17.54% |
$616K - $680K
|
54.6K
$4.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.56K+ 6.91% |
$572K - $631K
|
117K
$9.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.86K+ 6.42% |
$519K - $573K
|
114K
$9.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.66K+ 130.31% |
$504K - $556K
|
11.8K
$936K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.19K+ 110.43% |
$469K - $517K
|
11.8K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
6.04K+ 23.73% |
$457K - $504K
|
31.5K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.8K+ 2.01% |
$439K - $484K
|
295K
$23.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.01K+ 26.21% |
$379K - $418K
|
24.1K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
5K+ 0.42% |
$379K - $418K
|
1.2M
$95.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.26KNew |
$322K - $356K
|
4.26K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.25K+ 4.66% |
$322K - $355K
|
95.5K
$7.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.21K+ 14.58% |
$319K - $352K
|
33.1K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 41.56% |
$314K - $347K
|
14.2K
$1.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.08KNew |
$308K - $340K
|
4.08K
$324K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.88K+ 16.57% |
$294K - $324K
|
27.3K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
3.67K+ 18.41% |
$278K - $306K
|
23.6K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.55KNew |
$268K - $296K
|
3.55K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.53KNew |
$267K - $294K
|
3.53K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
3.5KNew |
$265K - $292K
|
3.5K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.37KNew |
$255K - $281K
|
3.37K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.33K+ 1.37% |
$252K - $278K
|
247K
$19.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.2K+ 12.01% |
$242K - $267K
|
29.9K
$2.37M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.16K+ 75.17% |
$239K - $264K
|
7.37K
$586K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.08K+ 5.64% |
$233K - $257K
|
57.7K
$4.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.08K+ 7.92% |
$233K - $257K
|
42K
$3.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$232K - $256K
|
3.06K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.02K+ 17.91% |
$229K - $252K
|
19.9K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.99KNew |
$226K - $249K
|
2.99K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.63KNew |
$199K - $219K
|
2.63K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.45K+ 1.49% |
$185K - $204K
|
167K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.3K+ 54.1% |
$174K - $192K
|
6.56K
$522K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.29K+ 8.44% |
$173K - $191K
|
29.4K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2.04K+ 3.08% |
$155K - $171K
|
68.4K
$5.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.94K+ 0.81% |
$147K - $162K
|
241K
$19.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.83KNew |
$138K - $153K
|
1.83K
$146K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 6.86% |
$132K - $145K
|
27.1K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 32.38% |
$128K - $142K
|
6.94K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.64K+ 16.97% |
$124K - $137K
|
11.3K
$900K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 3.91% |
$120K - $133K
|
42.2K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.58K+ 3.16% |
$119K - $132K
|
51.5K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.45K+ 15.67% |
$109K - $121K
|
10.7K
$849K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.41K+ 12.82% |
$107K - $118K
|
12.4K
$988K
|