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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
627New |
$47.4K - $52.3K
|
627
$51.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
624+ 116.85% |
$47.2K - $52.1K
|
1.16K
$95.8K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
623+ 6.53% |
$47.1K - $52K
|
10.2K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
618+ 6.3% |
$46.8K - $51.6K
|
10.4K
$862K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
615+ 3.49% |
$46.5K - $51.3K
|
18.2K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
607+ 3.83% |
$45.9K - $50.7K
|
16.4K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
574+ 20.22% |
$43.4K - $47.9K
|
3.41K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
568New |
$43K - $47.4K
|
568
$47K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
564New |
$42.7K - $47.1K
|
564
$46.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
563+ 13.24% |
$42.6K - $47K
|
4.82K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
556+ 0.39% |
$42.1K - $46.4K
|
143K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
552+ 1.37% |
$41.8K - $46.1K
|
40.8K
$3.37M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
512+ 2.63% |
$38.7K - $42.7K
|
20K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
511+ 14.4% |
$38.7K - $42.7K
|
4.06K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
505+ 5.96% |
$38.2K - $42.2K
|
8.97K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
505+ 6.01% |
$38.2K - $42.2K
|
8.91K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
500New |
$37.8K - $41.7K
|
500
$41.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
482+ 1.29% |
$36.5K - $40.2K
|
37.7K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
478+ 2.06% |
$36.2K - $39.9K
|
23.7K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
472+ 37.73% |
$35.7K - $39.4K
|
1.72K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
469New |
$35.5K - $39.1K
|
469
$38.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
456+ 4.02% |
$34.5K - $38.1K
|
11.8K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
455+ 0.39% |
$34.4K - $38K
|
116K
$9.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
446+ 15.7% |
$33.7K - $37.2K
|
3.29K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
443+ 12.3% |
$33.5K - $37K
|
4.05K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
440+ 0.78% |
$33.3K - $36.7K
|
56.9K
$4.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
402+ 0.44% |
$30.4K - $33.6K
|
91.2K
$7.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
401+ 4.71% |
$30.3K - $33.5K
|
8.92K
$737K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
390+ 1.24% |
$29.5K - $32.6K
|
31.9K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
377+ 10.6% |
$28.5K - $31.5K
|
3.93K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
375+ 1.19% |
$28.4K - $31.3K
|
32K
$2.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
370+ 7.85% |
$28K - $30.9K
|
5.09K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
361+ 2.91% |
$27.3K - $30.1K
|
12.8K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
357+ 0.87% |
$27K - $29.8K
|
41.2K
$3.4M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
350+ 6.94% |
$26.5K - $29.2K
|
5.39K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
346New |
$26.2K - $28.9K
|
346
$28.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
346+ 1.33% |
$26.2K - $28.9K
|
26.4K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
341+ 4.44% |
$25.8K - $28.5K
|
8.02K
$664K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
326+ 11.11% |
$24.7K - $27.2K
|
3.26K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
315+ 7.74% |
$23.8K - $26.3K
|
4.39K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
307+ 12.55% |
$23.2K - $25.6K
|
2.75K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
292+ 6.45% |
$22.1K - $24.4K
|
4.82K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
290+ 7.85% |
$21.9K - $24.2K
|
3.98K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
289+ 8.38% |
$21.9K - $24.1K
|
3.74K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
268+ 1.37% |
$20.3K - $22.4K
|
19.9K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
254+ 9.36% |
$19.2K - $21.2K
|
2.97K
$245K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
246+ 9.39% |
$18.6K - $20.5K
|
2.87K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
238+ 0.68% |
$18K - $19.9K
|
35.5K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
235+ 28.45% |
$17.8K - $19.6K
|
1.06K
$87.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
229+ 3.72% |
$17.3K - $19.1K
|
6.38K
$528K
|