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 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.58K+ 3.16% |
$119K - $132K
|
51.5K
$4.26M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$114K - $126K
|
1.5K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.48K+ 10.32% |
$112K - $124K
|
15.8K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.45K+ 15.67% |
$109K - $121K
|
10.7K
$883K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.43K+ 21.71% |
$108K - $119K
|
8.02K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.41K+ 12.82% |
$107K - $118K
|
12.4K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.35K+ 109.93% |
$102K - $113K
|
2.58K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.31K+ 12.75% |
$99.3K - $110K
|
11.6K
$959K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 1.5% |
$98.7K - $109K
|
88.1K
$7.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.31K+ 5.55% |
$98.7K - $109K
|
24.8K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.28K+ 2.77% |
$96.7K - $107K
|
47.4K
$3.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.26K+ 11.35% |
$95.4K - $105K
|
12.4K
$1.02M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 13.74% |
$94.5K - $104K
|
10.3K
$855K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 13.74% |
$94.5K - $104K
|
10.3K
$855K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.25K+ 92.64% |
$94.3K - $104K
|
2.59K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.23K+ 5.43% |
$93.3K - $103K
|
24K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.23K+ 10.02% |
$92.7K - $102K
|
13.5K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.21K+ 159.08% |
$91.5K - $101K
|
1.97K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
1.13K+ 10.09% |
$85.8K - $94.7K
|
12.4K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.12K+ 6.6% |
$84.5K - $93.2K
|
18K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.11K+ 12.56% |
$83.9K - $92.6K
|
9.94K
$822K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.06K+ 10.11% |
$80K - $88.2K
|
11.5K
$952K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
1.05K+ 40.57% |
$79.3K - $87.5K
|
3.63K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 10.16% |
$78.8K - $87K
|
11.3K
$934K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.02K+ 15.27% |
$77.5K - $85.5K
|
7.73K
$639K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1K+ 2.68% |
$75.8K - $83.6K
|
38.3K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
998+ 3.15% |
$75.5K - $83.3K
|
32.7K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
990+ 28.83% |
$74.9K - $82.6K
|
4.42K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
945+ 12.41% |
$71.5K - $78.9K
|
8.56K
$708K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
929New |
$70.3K - $77.5K
|
929
$76.8K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
928+ 4.74% |
$70.2K - $77.5K
|
20.5K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
926+ 3.44% |
$70.1K - $77.3K
|
27.8K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
906+ 2.11% |
$68.5K - $75.6K
|
43.9K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
891+ 27.84% |
$67.4K - $74.4K
|
4.09K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
863New |
$65.3K - $72K
|
863
$71.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
858+ 5.47% |
$64.9K - $71.6K
|
16.5K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
846+ 1.88% |
$64K - $70.6K
|
45.7K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
841+ 1.12% |
$63.6K - $70.2K
|
75.8K
$6.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
840+ 4.22% |
$63.5K - $70.1K
|
20.7K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
825+ 8.52% |
$62.4K - $68.9K
|
10.5K
$869K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
804+ 19.87% |
$60.8K - $67.1K
|
4.85K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
790+ 0.28% |
$59.8K - $65.9K
|
284K
$23.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
776+ 112.95% |
$58.7K - $64.8K
|
1.46K
$121K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
759+ 10.94% |
$57.4K - $63.4K
|
7.7K
$637K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
739+ 14.4% |
$55.9K - $61.7K
|
5.87K
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
719+ 19.17% |
$54.4K - $60K
|
4.47K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
695+ 3.29% |
$52.6K - $58K
|
21.8K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
682New |
$51.6K - $56.9K
|
682
$56.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
669+ 2.96% |
$50.6K - $55.8K
|
23.3K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
648+ 4.12% |
$49K - $54.1K
|
16.4K
$1.35M
|