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 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-441- 9.7% |
$33.4K - $36.8K
|
4.11K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-472- 11.64% |
$35.7K - $39.4K
|
3.58K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-510- 1.88% |
$38.6K - $42.6K
|
26.6K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-528- 1.02% |
$39.9K - $44.1K
|
51.4K
$4.33M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-613- 17.4% |
$46.4K - $51.2K
|
2.91K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-615- 2.12% |
$46.5K - $51.3K
|
28.4K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-617- 2.01% |
$46.7K - $51.5K
|
30.2K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-634- 73.81% |
$48K - $52.9K
|
225
$19K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-635- 1.83% |
$48K - $53K
|
34K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-644- 16.22% |
$48.7K - $53.8K
|
3.33K
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-680- 10.04% |
$51.4K - $56.8K
|
6.09K
$514K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-770- 0.48% |
$58.3K - $64.3K
|
161K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-786- 8.6% |
$59.5K - $65.6K
|
8.35K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-829- 8.4% |
$62.7K - $69.2K
|
9.04K
$762K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-854- 6.48% |
$64.6K - $71.3K
|
12.3K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-862- 0.72% |
$65.2K - $72K
|
120K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-864- 0.88% |
$65.4K - $72.1K
|
96.9K
$8.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-898- 14.85% |
$67.9K - $75K
|
5.15K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-909- 1.88% |
$68.8K - $75.9K
|
47.4K
$3.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-980- 1.74% |
$74.1K - $81.8K
|
55.5K
$4.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.15K- 3.83% |
$86.7K - $95.7K
|
28.8K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.17K- 0.96% |
$88.7K - $97.8K
|
121K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.17K- 15.04% |
$88.7K - $97.8K
|
6.62K
$558K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.31K- 1.78% |
$98.8K - $109K
|
72K
$6.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.38K- 7.47% |
$104K - $115K
|
17K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 10.02% |
$106K - $117K
|
12.6K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.46K- 28.69% |
$111K - $122K
|
3.64K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.48K- 3.26% |
$112K - $124K
|
44K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.75K- 0.43% |
$132K - $146K
|
403K
$34M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.78K- 4.04% |
$134K - $148K
|
42.2K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.09K- 3.11% |
$158K - $174K
|
65.1K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.12K- 15.45% |
$161K - $177K
|
11.6K
$980K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.15K- 24.74% |
$163K - $180K
|
6.54K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.24K- 36.86% |
$169K - $187K
|
3.83K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.29K- 9.82% |
$174K - $191K
|
21.1K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.31K- 5.16% |
$175K - $193K
|
42.5K
$3.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.39K- 11.66% |
$181K - $200K
|
18.1K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.39K- 1.01% |
$181K - $200K
|
236K
$19.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 8.41% |
$185K - $204K
|
26.6K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.53K- 35.33% |
$191K - $211K
|
4.63K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.67K- 17.31% |
$202K - $223K
|
12.7K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.71K- 21.37% |
$205K - $226K
|
9.97K
$841K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.87K- 5.35% |
$217K - $240K
|
50.8K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.92K- 4.48% |
$221K - $243K
|
62.2K
$5.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.97K- 2.14% |
$225K - $248K
|
136K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.98K- 1.35% |
$226K - $249K
|
219K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.03K- 29.91% |
$229K - $253K
|
7.1K
$599K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.14K- 27.43% |
$238K - $262K
|
8.32K
$701K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.4K- 9.55% |
$257K - $284K
|
32.2K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.4K- 15.94% |
$257K - $284K
|
18K
$1.51M
|