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 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-708- 7.09% |
$85.1K - $95.1K
|
9.28K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-709- 15.51% |
$85.3K - $95.2K
|
3.86K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-712- 2.87% |
$85.6K - $95.6K
|
24.1K
$3.1M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-718- 29.14% |
$86.3K - $96.4K
|
1.75K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-720- 0.26% |
$86.6K - $96.7K
|
274K
$35.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-729- 10.97% |
$87.7K - $97.9K
|
5.92K
$763K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-741- 2.88% |
$89.1K - $99.5K
|
25K
$3.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-755- 21.37% |
$90.8K - $101K
|
2.78K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-789- 1.21% |
$94.9K - $106K
|
64.3K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-794- 11.44% |
$95.5K - $107K
|
6.15K
$793K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-805- 2.92% |
$96.8K - $108K
|
26.8K
$3.45M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-814- 12.35% |
$97.9K - $109K
|
5.78K
$745K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-821- 1.48% |
$98.7K - $110K
|
54.7K
$7.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-855- 33.54% |
$103K - $115K
|
1.69K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-860- 6.93% |
$103K - $115K
|
11.6K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-878- 3.23% |
$106K - $118K
|
26.3K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-879- 3.1% |
$106K - $118K
|
27.5K
$3.54M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-896- 0.91% |
$108K - $120K
|
97.1K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-896- 4.43% |
$108K - $120K
|
19.3K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-917- 15.04% |
$110K - $123K
|
5.18K
$668K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-925- 7.53% |
$111K - $124K
|
11.4K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-944- 11.37% |
$114K - $127K
|
7.36K
$950K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-991- 2.64% |
$119K - $133K
|
36.5K
$4.71M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-996- 37.03% |
$120K - $134K
|
1.69K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1K- 11.49% |
$120K - $134K
|
7.7K
$994K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 41.77% |
$124K - $138K
|
1.44K
$185K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.05K- 19.08% |
$126K - $141K
|
4.45K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.08K- 31.11% |
$130K - $145K
|
2.39K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.09K- 9.79% |
$131K - $146K
|
10K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.14K- 37.58% |
$137K - $153K
|
1.89K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.15K- 10.03% |
$138K - $154K
|
10.3K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 5.08% |
$142K - $159K
|
22.1K
$2.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.19K- 1.34% |
$142K - $159K
|
87.2K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.21K- 17.85% |
$146K - $163K
|
5.57K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.22K- 45.89% |
$147K - $164K
|
1.44K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.25K- 16.95% |
$150K - $167K
|
6.11K
$787K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.27K- 8.16% |
$153K - $171K
|
14.3K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.35K- 5.83% |
$162K - $181K
|
21.7K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.35K- 31.07% |
$163K - $182K
|
3K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 23.55% |
$164K - $183K
|
4.42K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.36K- 25.34% |
$164K - $183K
|
4.01K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.39K- 37.78% |
$167K - $187K
|
2.29K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.46K- 2.04% |
$175K - $195K
|
69.9K
$9.01M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.46K- 46.5% |
$176K - $196K
|
1.68K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.48K- 4.25% |
$178K - $198K
|
33.3K
$4.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.49K- 4.38% |
$179K - $200K
|
32.4K
$4.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.51K- 21.94% |
$182K - $203K
|
5.38K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.55K- 23.54% |
$186K - $208K
|
5.04K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.66K- 17.81% |
$199K - $222K
|
7.64K
$986K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.7K- 1.7% |
$204K - $228K
|
97.9K
$12.6M
|