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 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.35K+ 109.93% |
$102K - $113K
|
2.58K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.31K+ 12.75% |
$99.3K - $110K
|
11.6K
$922K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.31K+ 5.55% |
$98.7K - $109K
|
24.8K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 1.5% |
$98.7K - $109K
|
88.1K
$7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 13.74% |
$94.5K - $104K
|
10.3K
$822K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.23K+ 5.43% |
$93.3K - $103K
|
24K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.21K+ 159.08% |
$91.5K - $101K
|
1.97K
$157K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.12K+ 6.6% |
$84.5K - $93.2K
|
18K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1K+ 2.68% |
$75.8K - $83.6K
|
38.3K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
998+ 3.15% |
$75.5K - $83.3K
|
32.7K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
945+ 12.41% |
$71.5K - $78.9K
|
8.56K
$681K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
928+ 4.74% |
$70.2K - $77.5K
|
20.5K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
926+ 3.44% |
$70.1K - $77.3K
|
27.8K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
906+ 2.11% |
$68.5K - $75.6K
|
43.9K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
863New |
$65.3K - $72K
|
863
$68.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
846+ 1.88% |
$64K - $70.6K
|
45.7K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
841+ 1.12% |
$63.6K - $70.2K
|
75.8K
$6.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
840+ 4.22% |
$63.5K - $70.1K
|
20.7K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
825+ 8.52% |
$62.4K - $68.9K
|
10.5K
$836K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
804+ 19.87% |
$60.8K - $67.1K
|
4.85K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
759+ 10.94% |
$57.4K - $63.4K
|
7.7K
$612K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
719+ 19.17% |
$54.4K - $60K
|
4.47K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
682New |
$51.6K - $56.9K
|
682
$54.2K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
623+ 6.53% |
$47.1K - $52K
|
10.2K
$808K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
568New |
$43K - $47.4K
|
568
$45.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
563+ 13.24% |
$42.6K - $47K
|
4.82K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
505+ 5.96% |
$38.2K - $42.2K
|
8.97K
$714K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
500New |
$37.8K - $41.7K
|
500
$39.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
478+ 2.06% |
$36.2K - $39.9K
|
23.7K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
472+ 37.73% |
$35.7K - $39.4K
|
1.72K
$137K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
456+ 4.02% |
$34.5K - $38.1K
|
11.8K
$937K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
446+ 15.7% |
$33.7K - $37.2K
|
3.29K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
443+ 12.3% |
$33.5K - $37K
|
4.05K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
402+ 0.44% |
$30.4K - $33.6K
|
91.2K
$7.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
401+ 4.71% |
$30.3K - $33.5K
|
8.92K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
375+ 1.19% |
$28.4K - $31.3K
|
32K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
370+ 7.85% |
$28K - $30.9K
|
5.09K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
361+ 2.91% |
$27.3K - $30.1K
|
12.8K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
346New |
$26.2K - $28.9K
|
346
$27.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
326+ 11.11% |
$24.7K - $27.2K
|
3.26K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
292+ 6.45% |
$22.1K - $24.4K
|
4.82K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
290+ 7.85% |
$21.9K - $24.2K
|
3.98K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
289+ 8.38% |
$21.9K - $24.1K
|
3.74K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
268+ 1.37% |
$20.3K - $22.4K
|
19.9K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
238+ 0.68% |
$18K - $19.9K
|
35.5K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
235+ 28.45% |
$17.8K - $19.6K
|
1.06K
$84.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
229+ 3.72% |
$17.3K - $19.1K
|
6.38K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219+ 1.27% |
$16.6K - $18.3K
|
17.5K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
217+ 0.95% |
$16.4K - $18.1K
|
23.1K
$1.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
212+ 1.59% |
$16K - $17.7K
|
13.6K
$1.08M
|