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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.75K- 8.86% |
$210K - $235K
|
18K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.76K- 22.25% |
$211K - $236K
|
6.14K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.79K- 36.35% |
$215K - $241K
|
3.14K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.8K- 3.61% |
$216K - $242K
|
48.1K
$6.2M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.8K- 12.56% |
$217K - $242K
|
12.6K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.84K- 22.22% |
$221K - $247K
|
6.43K
$829K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.99K- 39.44% |
$240K - $268K
|
3.06K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.03K- 40.7% |
$244K - $273K
|
2.96K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.04K- 23.85% |
$245K - $274K
|
6.51K
$840K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.08K- 4.83% |
$250K - $279K
|
41K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.21K- 0.67% |
$266K - $297K
|
326K
$42.1M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.22K- 30.85% |
$266K - $298K
|
4.97K
$641K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.27K- 13.02% |
$273K - $305K
|
15.2K
$1.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.32K- 14.1% |
$279K - $311K
|
14.1K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.34K- 2.16% |
$281K - $314K
|
106K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.36K- 2.64% |
$283K - $317K
|
87K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.4K- 2.45% |
$289K - $322K
|
95.8K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.48K- 19.57% |
$298K - $333K
|
10.2K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.55K- 3.07% |
$306K - $342K
|
80.5K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.59K- 20.68% |
$312K - $348K
|
9.94K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.7K- 61.1% |
$325K - $362K
|
1.72K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.92K- 23.44% |
$351K - $392K
|
9.53K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.02K- 26.84% |
$363K - $406K
|
8.24K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.07K- 6.16% |
$369K - $412K
|
46.7K
$6.02M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.13K- 35.79% |
$376K - $420K
|
5.61K
$723K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.13K- 26.24% |
$376K - $420K
|
8.79K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.22K- 25.25% |
$387K - $433K
|
9.54K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.35K- 5.27% |
$403K - $450K
|
60.2K
$7.76M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.38K- 9.0% |
$406K - $453K
|
34.1K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.4K- 19.36% |
$408K - $456K
|
14.1K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.46K- 7.58% |
$416K - $465K
|
42.2K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.49K- 6.85% |
$420K - $469K
|
47.5K
$6.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.76K- 43.53% |
$452K - $505K
|
4.88K
$629K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.77K- 9.17% |
$454K - $507K
|
37.4K
$4.82M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-3.8K- 12.25% |
$457K - $510K
|
27.2K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.84K- 8.87% |
$461K - $515K
|
39.4K
$5.08M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.02K- 4.42% |
$483K - $539K
|
86.9K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.05K- 3.06% |
$487K - $544K
|
128K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.12K- 4.34% |
$496K - $553K
|
90.8K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.33K- 49.97% |
$521K - $582K
|
4.34K
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.46K- 29.73% |
$537K - $599K
|
10.5K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.48K- 7.84% |
$539K - $602K
|
52.7K
$6.79M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.68K- 40.1% |
$563K - $628K
|
6.99K
$901K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.7K- 21.82% |
$566K - $632K
|
16.9K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.95K- 50.23% |
$595K - $665K
|
4.9K
$632K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.09K- 10.42% |
$612K - $683K
|
43.7K
$5.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-5.29K- 19.66% |
$636K - $710K
|
21.6K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.35K- 29.4% |
$643K - $718K
|
12.8K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.57K- 35.53% |
$670K - $749K
|
10.1K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.6K- 62.55% |
$673K - $752K
|
3.35K
$432K
|