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 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-34- 0.6% |
$2.57K - $2.84K
|
5.6K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-35- 0.78% |
$2.65K - $2.92K
|
4.46K
$376K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-35- 1.29% |
$2.65K - $2.92K
|
2.68K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-39- 2.49% |
$2.95K - $3.26K
|
1.53K
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-40- 0.21% |
$3.03K - $3.34K
|
18.8K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-40- 0.42% |
$3.03K - $3.34K
|
9.55K
$805K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-43- 0.27% |
$3.25K - $3.59K
|
15.7K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-43- 0.62% |
$3.25K - $3.59K
|
6.94K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 2.68% |
$3.48K - $3.84K
|
1.67K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-49- 0.39% |
$3.71K - $4.09K
|
12.4K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-57- 2.52% |
$4.31K - $4.76K
|
2.2K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-68- 0.06% |
$5.14K - $5.68K
|
120K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-68- 0.84% |
$5.14K - $5.68K
|
8K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-82- 0.91% |
$6.2K - $6.84K
|
8.93K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-93- 1.0% |
$7.04K - $7.76K
|
9.18K
$774K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-100- 1.36% |
$7.57K - $8.35K
|
7.28K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-102- 2.52% |
$7.72K - $8.51K
|
3.94K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-110- 0.13% |
$8.32K - $9.18K
|
85.1K
$7.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-112- 1.35% |
$8.47K - $9.35K
|
8.16K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-120- 0.47% |
$9.08K - $10K
|
25.4K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-128- 5.78% |
$9.68K - $10.7K
|
2.09K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-137- 1.43% |
$10.4K - $11.4K
|
9.42K
$794K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-148- 3.87% |
$11.2K - $12.4K
|
3.68K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-179- 5.6% |
$13.5K - $14.9K
|
3.02K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-179- 4.39% |
$13.5K - $14.9K
|
3.9K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-195- 2.76% |
$14.8K - $16.3K
|
6.87K
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-196- 7.18% |
$14.8K - $16.4K
|
2.53K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-203- 2.76% |
$15.4K - $16.9K
|
7.15K
$603K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-215- 6.92% |
$16.3K - $17.9K
|
2.89K
$244K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-218- 0.98% |
$16.5K - $18.2K
|
22K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-230- 3.41% |
$17.4K - $19.2K
|
6.52K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-234- 6.07% |
$17.7K - $19.5K
|
3.62K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-245- 3.22% |
$18.5K - $20.5K
|
7.35K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-245- 2.78% |
$18.5K - $20.5K
|
8.56K
$722K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-250- 3.26% |
$18.9K - $20.9K
|
7.42K
$625K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-254- 5.17% |
$19.2K - $21.2K
|
4.66K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-256- 3.23% |
$19.4K - $21.4K
|
7.67K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-261- 1.01% |
$19.7K - $21.8K
|
25.6K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-271- 5.25% |
$20.5K - $22.6K
|
4.89K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-297- 0.97% |
$22.5K - $24.8K
|
30.3K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-300- 2.72% |
$22.7K - $25K
|
10.7K
$904K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-303- 2.92% |
$22.9K - $25.3K
|
10.1K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-304- 6.81% |
$23K - $25.4K
|
4.16K
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-320- 1.35% |
$24.2K - $26.7K
|
23.4K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-342- 2.35% |
$25.9K - $28.5K
|
14.2K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-365- 3.42% |
$27.6K - $30.5K
|
10.3K
$870K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-381- 9.4% |
$28.8K - $31.8K
|
3.67K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-408- 0.71% |
$30.9K - $34.1K
|
56.7K
$4.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-414- 5.91% |
$31.3K - $34.6K
|
6.59K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-416- 3.01% |
$31.5K - $34.7K
|
13.4K
$1.13M
|