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 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
212+ 1.59% |
$16K - $17.7K
|
13.6K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
202+ 4.98% |
$15.3K - $16.9K
|
4.26K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
195+ 4.43% |
$14.8K - $16.3K
|
4.59K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
189+ 0.62% |
$14.3K - $15.8K
|
30.6K
$2.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
172New |
$13K - $14.4K
|
172
$13.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
148+ 19.27% |
$11.2K - $12.4K
|
916
$72.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
137New |
$10.4K - $11.4K
|
137
$10.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
129+ 3.87% |
$9.76K - $10.8K
|
3.46K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
119+ 1.89% |
$9K - $9.93K
|
6.41K
$510K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
112+ 3.01% |
$8.47K - $9.35K
|
3.84K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 4.23% |
$7.94K - $8.76K
|
2.59K
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
93New |
$7.04K - $7.76K
|
93
$7.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
85+ 3.19% |
$6.43K - $7.09K
|
2.75K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
84+ 1.33% |
$6.35K - $7.01K
|
6.4K
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
76+ 2.01% |
$5.75K - $6.34K
|
3.86K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
73+ 1.34% |
$5.52K - $6.09K
|
5.5K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
73+ 0.61% |
$5.52K - $6.09K
|
12.1K
$958K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
72+ 1.89% |
$5.45K - $6.01K
|
3.88K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
69+ 0.55% |
$5.22K - $5.76K
|
12.5K
$994K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
67+ 6.81% |
$5.07K - $5.59K
|
1.05K
$83.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62+ 8.4% |
$4.69K - $5.18K
|
800
$63.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
61+ 2.27% |
$4.61K - $5.09K
|
2.75K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
60+ 0.91% |
$4.54K - $5.01K
|
6.69K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1.62% |
$4.46K - $4.92K
|
3.71K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
56+ 1.59% |
$4.24K - $4.67K
|
3.57K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
51+ 1.63% |
$3.86K - $4.26K
|
3.18K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
45+ 3.79% |
$3.4K - $3.76K
|
1.23K
$97.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
44+ 0.4% |
$3.33K - $3.67K
|
11K
$872K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
43+ 1.02% |
$3.25K - $3.59K
|
4.27K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
35+ 0.44% |
$2.65K - $2.92K
|
7.96K
$633K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
34+ 0.91% |
$2.57K - $2.84K
|
3.76K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
32New |
$2.42K - $2.67K
|
32
$2.54K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30+ 62.5% |
$2.27K - $2.5K
|
78
$6.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 9.65% |
$2.27K - $2.5K
|
341
$27.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
27+ 0.47% |
$2.04K - $2.25K
|
5.72K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 1.34% |
$1.97K - $2.17K
|
1.96K
$156K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
25+ 0.74% |
$1.89K - $2.09K
|
3.39K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
22+ 0.63% |
$1.66K - $1.84K
|
3.53K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
21+ 0.08% |
$1.59K - $1.75K
|
25.3K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
19+ 0.37% |
$1.44K - $1.59K
|
5.22K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19+ 9.95% |
$1.44K - $1.59K
|
210
$16.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
14+ 0.03% |
$1.06K - $1.17K
|
40.4K
$3.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11+ 3.05% |
$832 - $918
|
372
$29.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.22% |
$681 - $751
|
4.04K
$321K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.39% |
$454 - $501
|
438
$34.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.41% |
$303 - $334
|
287
$22.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.16% |
$303 - $334
|
348
$27.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.1% |
$227 - $250
|
2.87K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3+ 0.45% |
$227 - $250
|
673
$53.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$75.7 - $83.5
|
1
$79.5
|