Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
273K+ 4.91% |
$32.9M - $36.7M
|
5.84M
$753M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
270KNew |
$32.4M - $36.2M
|
270K
$34.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
238K+ 6.52% |
$28.6M - $32M
|
3.89M
$502M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
234K+ 3.54% |
$28.1M - $31.4M
|
6.82M
$880M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
171K+ 8.56% |
$20.6M - $23M
|
2.17M
$280M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
137K+ 4.18% |
$16.5M - $18.4M
|
3.41M
$440M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
107K+ 19.36% |
$12.9M - $14.4M
|
661K
$85.3M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
88.8K+ 3.84% |
$10.7M - $11.9M
|
2.4M
$310M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80K+ 9.67% |
$9.62M - $10.8M
|
907K
$117M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73.2K+ 15566.81% |
$8.8M - $9.83M
|
73.6K
$9.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.2K+ 874.33% |
$6.52M - $7.28M
|
60.4K
$7.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
49.9KNew |
$6M - $6.71M
|
49.9K
$6.44M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.3K+ 2.19% |
$5.93M - $6.62M
|
2.3M
$296M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
48.1K+ 104.59% |
$5.78M - $6.46M
|
94.1K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.4KNew |
$5.1M - $5.7M
|
42.4K
$5.47M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.3K+ 1967.47% |
$5.09M - $5.69M
|
44.5K
$5.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
36.4KNew |
$4.37M - $4.88M
|
36.4K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
35.6K+ 45.51% |
$4.28M - $4.78M
|
114K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
35.3K+ 6.44% |
$4.24M - $4.74M
|
583K
$75.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.3K+ 12.08% |
$3.88M - $4.33M
|
299K
$38.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
26.6K+ 1287.71% |
$3.2M - $3.57M
|
28.7K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
25.3K+ 8.65% |
$3.04M - $3.4M
|
318K
$41M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24.1KNew |
$2.9M - $3.24M
|
24.1K
$3.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
23K+ 411.66% |
$2.77M - $3.09M
|
28.6K
$3.69M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22.3K+ 495.93% |
$2.68M - $3M
|
26.8K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
18.8K+ 32.87% |
$2.25M - $2.52M
|
75.8K
$9.78M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
18K+ 39.81% |
$2.17M - $2.42M
|
63.4K
$8.17M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
15K+ 13.56% |
$1.81M - $2.02M
|
126K
$16.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14.8K+ 8.57% |
$1.78M - $1.99M
|
187K
$24.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
14KNew |
$1.69M - $1.88M
|
14K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 8.47% |
$1.64M - $1.83M
|
175K
$22.5M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 112.66% |
$1.56M - $1.74M
|
24.4K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
12.3K+ 26.47% |
$1.48M - $1.65M
|
58.6K
$7.56M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.2KNew |
$1.47M - $1.64M
|
12.2K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.2K+ 8.4% |
$1.47M - $1.64M
|
158K
$20.3M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.8KNew |
$1.42M - $1.59M
|
11.8K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10.8K+ 13.42% |
$1.3M - $1.46M
|
91.6K
$11.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.1K+ 6.13% |
$1.22M - $1.36M
|
176K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.53K+ 78.31% |
$1.03M - $1.15M
|
19.4K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.01K+ 16.93% |
$963K - $1.08M
|
55.3K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.89K+ 84.25% |
$949K - $1.06M
|
17.3K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.88K+ 27.34% |
$947K - $1.06M
|
36.7K
$4.73M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.8KNew |
$938K - $1.05M
|
7.8K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.59K+ 162.47% |
$913K - $1.02M
|
12.3K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.57K+ 34.0% |
$910K - $1.02M
|
29.8K
$3.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.94K+ 9.26% |
$835K - $933K
|
81.9K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.76KNew |
$813K - $908K
|
6.76K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.75K+ 60.58% |
$812K - $907K
|
17.9K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.55K+ 408.81% |
$787K - $879K
|
8.15K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.37K+ 1.22% |
$766K - $856K
|
530K
$68.4M
|