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 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219+ 1.27% |
$16.6K - $18.3K
|
17.5K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
217+ 0.95% |
$16.4K - $18.1K
|
23.1K
$1.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
212+ 1.59% |
$16K - $17.7K
|
13.6K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
212+ 2.49% |
$16K - $17.7K
|
8.74K
$723K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
206+ 1.47% |
$15.6K - $17.2K
|
14.2K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
202+ 4.98% |
$15.3K - $16.9K
|
4.26K
$352K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
200New |
$15.1K - $16.7K
|
200
$16.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
195+ 4.43% |
$14.8K - $16.3K
|
4.59K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
189+ 0.62% |
$14.3K - $15.8K
|
30.6K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
174+ 0.07% |
$13.2K - $14.5K
|
242K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
172New |
$13K - $14.4K
|
172
$14.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
168+ 4.91% |
$12.7K - $14K
|
3.59K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
166New |
$12.6K - $13.9K
|
166
$13.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
164New |
$12.4K - $13.7K
|
164
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
161+ 2.8% |
$12.2K - $13.4K
|
5.91K
$489K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
156+ 3.68% |
$11.8K - $13K
|
4.39K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
148+ 19.27% |
$11.2K - $12.4K
|
916
$75.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
142+ 4.6% |
$10.7K - $11.9K
|
3.23K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
142+ 3.12% |
$10.7K - $11.9K
|
4.69K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
137New |
$10.4K - $11.4K
|
137
$11.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
130+ 6.24% |
$9.83K - $10.9K
|
2.22K
$183K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
129+ 3.87% |
$9.76K - $10.8K
|
3.46K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
120New |
$9.08K - $10K
|
120
$9.93K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
119+ 1.89% |
$9K - $9.93K
|
6.41K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
113+ 2.11% |
$8.55K - $9.43K
|
5.47K
$452K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
112+ 3.01% |
$8.47K - $9.35K
|
3.84K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
110+ 0.91% |
$8.32K - $9.18K
|
12.1K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
110+ 1.19% |
$8.32K - $9.18K
|
9.36K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 4.23% |
$7.94K - $8.76K
|
2.59K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100+ 0.4% |
$7.57K - $8.35K
|
25.1K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
95+ 6.42% |
$7.19K - $7.93K
|
1.58K
$130K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
93New |
$7.04K - $7.76K
|
93
$7.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
88+ 1.34% |
$6.66K - $7.35K
|
6.68K
$552K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
85+ 3.19% |
$6.43K - $7.09K
|
2.75K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
84+ 1.33% |
$6.35K - $7.01K
|
6.4K
$529K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
76+ 2.01% |
$5.75K - $6.34K
|
3.86K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
73+ 1.34% |
$5.52K - $6.09K
|
5.5K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
73+ 0.61% |
$5.52K - $6.09K
|
12.1K
$997K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
72+ 1.89% |
$5.45K - $6.01K
|
3.88K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
72+ 9.34% |
$5.45K - $6.01K
|
843
$69.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
69+ 0.55% |
$5.22K - $5.76K
|
12.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
67+ 6.81% |
$5.07K - $5.59K
|
1.05K
$86.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
66+ 30.56% |
$4.99K - $5.51K
|
282
$23.3K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
64+ 1.33% |
$4.84K - $5.34K
|
4.89K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62+ 8.4% |
$4.69K - $5.18K
|
800
$66.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
61+ 2.27% |
$4.61K - $5.09K
|
2.75K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
60New |
$4.54K - $5.01K
|
60
$4.96K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
60+ 0.91% |
$4.54K - $5.01K
|
6.69K
$553K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1.62% |
$4.46K - $4.92K
|
3.71K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
56+ 1.59% |
$4.24K - $4.67K
|
3.57K
$295K
|