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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12K+ 5.16% |
$907K - $1M
|
244K
$20.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$884K - $975K
|
11.7K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.1K+ 3.0% |
$840K - $927K
|
381K
$31.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.67K+ 18.4% |
$731K - $807K
|
62.2K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.66K+ 13.75% |
$655K - $722K
|
71.6K
$5.92M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8.6K+ 3.02% |
$651K - $718K
|
293K
$24.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.49KNew |
$642K - $708K
|
8.49K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.41K+ 3.97% |
$636K - $702K
|
220K
$18.2M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.37KNew |
$633K - $699K
|
8.37K
$692K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.37KNew |
$633K - $698K
|
8.37K
$692K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.15K+ 17.54% |
$616K - $680K
|
54.6K
$4.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.1K+ 2.05% |
$613K - $676K
|
404K
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
7.9K+ 191.89% |
$598K - $659K
|
12K
$994K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.86KNew |
$595K - $656K
|
7.86K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.56K+ 6.91% |
$572K - $631K
|
117K
$9.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.11K+ 3.21% |
$538K - $594K
|
229K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.9K+ 6.26% |
$522K - $576K
|
117K
$9.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
6.88KNew |
$520K - $574K
|
6.88K
$569K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.86K+ 6.42% |
$519K - $573K
|
114K
$9.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.86KNew |
$519K - $572K
|
6.86K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.66K+ 130.31% |
$504K - $556K
|
11.8K
$974K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
6.23KNew |
$472K - $520K
|
6.23K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.19K+ 110.43% |
$469K - $517K
|
11.8K
$976K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.04K+ 16.95% |
$457K - $504K
|
41.7K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
6.04K+ 23.73% |
$457K - $504K
|
31.5K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.98K+ 10.21% |
$453K - $499K
|
64.6K
$5.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
5.81K+ 5.89% |
$439K - $485K
|
104K
$8.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.8K+ 2.01% |
$439K - $484K
|
295K
$24.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.68K+ 11.04% |
$429K - $474K
|
57.1K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 12.49% |
$405K - $447K
|
48.3K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.33KNew |
$403K - $444K
|
5.33K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.22K+ 38.77% |
$395K - $436K
|
18.7K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.17KNew |
$391K - $431K
|
5.17K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.01K+ 26.21% |
$379K - $418K
|
24.1K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
5K+ 0.42% |
$379K - $418K
|
1.2M
$99.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
4.88K+ 49.19% |
$369K - $408K
|
14.8K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.77K+ 2.99% |
$361K - $398K
|
165K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
4.64KNew |
$351K - $387K
|
4.64K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.5KNew |
$340K - $376K
|
4.5K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.44K+ 29.32% |
$336K - $370K
|
19.6K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.36K+ 62.03% |
$330K - $364K
|
11.4K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$325K - $359K
|
4.3K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.26KNew |
$322K - $356K
|
4.26K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.25K+ 4.66% |
$322K - $355K
|
95.5K
$7.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.22K+ 6.09% |
$319K - $352K
|
73.5K
$6.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.21K+ 14.58% |
$319K - $352K
|
33.1K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
4.17KNew |
$315K - $348K
|
4.17K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
4.16KNew |
$315K - $347K
|
4.16K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 41.56% |
$314K - $347K
|
14.2K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
4.12K+ 3.58% |
$312K - $344K
|
119K
$9.85M
|