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 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.35% |
$530 - $584
|
2.01K
$160K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10- 0.07% |
$757 - $835
|
13.5K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 0.38% |
$832 - $918
|
2.9K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-11- 0.14% |
$832 - $918
|
8.06K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-14- 10.37% |
$1.06K - $1.17K
|
121
$9.62K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-17- 0.26% |
$1.29K - $1.42K
|
6.45K
$513K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-28- 0.08% |
$2.12K - $2.34K
|
35.8K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-34- 0.6% |
$2.57K - $2.84K
|
5.6K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-35- 1.29% |
$2.65K - $2.92K
|
2.68K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-43- 0.27% |
$3.25K - $3.59K
|
15.7K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-43- 0.62% |
$3.25K - $3.59K
|
6.94K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-57- 2.52% |
$4.31K - $4.76K
|
2.2K
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-68- 0.84% |
$5.14K - $5.68K
|
8K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-82- 0.91% |
$6.2K - $6.84K
|
8.93K
$710K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-110- 0.13% |
$8.32K - $9.18K
|
85.1K
$6.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-120- 0.47% |
$9.08K - $10K
|
25.4K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-148- 3.87% |
$11.2K - $12.4K
|
3.68K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-179- 4.39% |
$13.5K - $14.9K
|
3.9K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-195- 2.76% |
$14.8K - $16.3K
|
6.87K
$546K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-196- 7.18% |
$14.8K - $16.4K
|
2.53K
$201K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-218- 0.98% |
$16.5K - $18.2K
|
22K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-230- 3.41% |
$17.4K - $19.2K
|
6.52K
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-234- 6.07% |
$17.7K - $19.5K
|
3.62K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-245- 2.78% |
$18.5K - $20.5K
|
8.56K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-256- 3.23% |
$19.4K - $21.4K
|
7.67K
$610K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-261- 1.01% |
$19.7K - $21.8K
|
25.6K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-271- 5.25% |
$20.5K - $22.6K
|
4.89K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-297- 0.97% |
$22.5K - $24.8K
|
30.3K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-303- 2.92% |
$22.9K - $25.3K
|
10.1K
$801K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-342- 2.35% |
$25.9K - $28.5K
|
14.2K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-408- 0.71% |
$30.9K - $34.1K
|
56.7K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-414- 5.91% |
$31.3K - $34.6K
|
6.59K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-416- 3.01% |
$31.5K - $34.7K
|
13.4K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-472- 11.64% |
$35.7K - $39.4K
|
3.58K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-510- 1.88% |
$38.6K - $42.6K
|
26.6K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-615- 2.12% |
$46.5K - $51.3K
|
28.4K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-617- 2.01% |
$46.7K - $51.5K
|
30.2K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-634- 73.81% |
$48K - $52.9K
|
225
$17.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-635- 1.83% |
$48K - $53K
|
34K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-644- 16.22% |
$48.7K - $53.8K
|
3.33K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-680- 10.04% |
$51.4K - $56.8K
|
6.09K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-786- 8.6% |
$59.5K - $65.6K
|
8.35K
$664K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-862- 0.72% |
$65.2K - $72K
|
120K
$9.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-898- 14.85% |
$67.9K - $75K
|
5.15K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-909- 1.88% |
$68.8K - $75.9K
|
47.4K
$3.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-980- 1.74% |
$74.1K - $81.8K
|
55.5K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.15K- 3.83% |
$86.7K - $95.7K
|
28.8K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.17K- 0.96% |
$88.7K - $97.8K
|
121K
$9.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.31K- 1.78% |
$98.8K - $109K
|
72K
$5.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 10.02% |
$106K - $117K
|
12.6K
$1M
|