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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.5K- 10.77% |
$265K - $292K
|
29K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.54K- 95.8% |
$268K - $295K
|
155
$13.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.6K- 13.68% |
$272K - $300K
|
22.7K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.78K- 11.29% |
$286K - $316K
|
29.7K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.01K- 2.29% |
$303K - $335K
|
171K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.15K- 1.62% |
$314K - $347K
|
252K
$21.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.27K- 22.48% |
$323K - $357K
|
14.7K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.12K- 1.55% |
$388K - $428K
|
326K
$27.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-5.23K- 1.86% |
$395K - $436K
|
276K
$23.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.7K- 37.89% |
$431K - $476K
|
9.34K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.95K- 34.11% |
$450K - $497K
|
11.5K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.1K- 2.77% |
$461K - $509K
|
214K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.43K- 8.11% |
$486K - $536K
|
72.9K
$6.14M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.89K- 12.12% |
$522K - $575K
|
50K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7.02K- 14.58% |
$531K - $586K
|
41.1K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.6K- 0.46% |
$575K - $634K
|
1.65M
$139M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.68K- 1.54% |
$657K - $725K
|
555K
$46.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-9.51K- 5.41% |
$720K - $794K
|
166K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12K- 30.7% |
$909K - $1M
|
27.1K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-12.7K- 24.43% |
$964K - $1.06M
|
39.4K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.9K- 22.76% |
$973K - $1.07M
|
43.6K
$3.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-13.9K- 50.73% |
$1.05M - $1.16M
|
13.5K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.3K- 7.08% |
$1.08M - $1.19M
|
188K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.8K- 2.59% |
$1.12M - $1.24M
|
558K
$47M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-19.1K- 64.9% |
$1.45M - $1.6M
|
10.4K
$873K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.1K- 82.79% |
$1.52M - $1.68M
|
4.17K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-20.9K- 75.35% |
$1.58M - $1.75M
|
6.85K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.4K- 49.51% |
$1.7M - $1.87M
|
22.9K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.7K- 19.27% |
$1.72M - $1.9M
|
95.3K
$8.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-22.9K- 13.37% |
$1.73M - $1.91M
|
148K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-23.8K- 1.62% |
$1.8M - $1.99M
|
1.44M
$121M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-38K- 54.46% |
$2.87M - $3.17M
|
31.7K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.9K- 11.69% |
$3.47M - $3.83M
|
347K
$29.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-50K- 13.32% |
$3.78M - $4.17M
|
326K
$27.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-204K- 16.61% |
$15.4M - $17M
|
1.02M
$86.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-421K- 23.39% |
$31.9M - $35.2M
|
1.38M
$116M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.02M- 98.42% |
$76.9M - $84.9M
|
16.3K
$1.37M
|