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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.71K- 55.6% |
$687K - $767K
|
4.56K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.78K- 5.46% |
$695K - $777K
|
100K
$12.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-6.22K- 43.69% |
$748K - $835K
|
8.02K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.49K- 54.19% |
$781K - $872K
|
5.49K
$708K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6.7K- 7.67% |
$805K - $899K
|
80.6K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.86K- 2.12% |
$825K - $921K
|
317K
$40.9M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.89K- 99.88% |
$829K - $925K
|
8
$1.03K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.92K- 26.26% |
$832K - $929K
|
19.4K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.99K- 35.46% |
$840K - $938K
|
12.7K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-7.58K- 30.33% |
$912K - $1.02M
|
17.4K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-7.74K- 45.27% |
$930K - $1.04M
|
9.35K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-7.75K- 99.61% |
$932K - $1.04M
|
30
$3.87K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.79K- 37.98% |
$936K - $1.05M
|
12.7K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.84K- 11.86% |
$943K - $1.05M
|
58.3K
$7.52M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-8.29K- 74.64% |
$996K - $1.11M
|
2.82K
$363K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.56K- 7.31% |
$1.03M - $1.15M
|
108K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8.66K- 50.09% |
$1.04M - $1.16M
|
8.63K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-9.09K- 10.28% |
$1.09M - $1.22M
|
79.4K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.12K- 4.19% |
$1.1M - $1.22M
|
208K
$26.9M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.26K- 5.72% |
$1.11M - $1.24M
|
152K
$19.7M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-9.53K- 20.55% |
$1.15M - $1.28M
|
36.8K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-9.8K- 62.69% |
$1.18M - $1.32M
|
5.83K
$752K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.95KClosed |
$1.2M - $1.34M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-10.1K- 10.12% |
$1.22M - $1.36M
|
90K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.5K- 3.3% |
$1.27M - $1.41M
|
309K
$39.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.8K- 3.24% |
$1.42M - $1.58M
|
351K
$45.3M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-11.9K- 4.07% |
$1.43M - $1.6M
|
281K
$36.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12KClosed |
$1.45M - $1.61M
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-13K- 29.44% |
$1.56M - $1.74M
|
31.1K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.8K- 15.04% |
$1.66M - $1.85M
|
78K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.9K- 25.72% |
$1.67M - $1.86M
|
40K
$5.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-14K- 12.18% |
$1.68M - $1.88M
|
101K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 27.07% |
$1.79M - $2M
|
40.1K
$5.17M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-15K- 52.58% |
$1.8M - $2.02M
|
13.5K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.3K- 0.12% |
$1.84M - $2.05M
|
13.1M
$1.69B
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.2K- 36.32% |
$2.18M - $2.44M
|
31.9K
$4.11M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-19.5K- 90.32% |
$2.35M - $2.62M
|
2.09K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.6K- 11.06% |
$2.35M - $2.63M
|
157K
$20.3M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-20.5K- 22.3% |
$2.46M - $2.75M
|
71.3K
$9.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-21K- 21.65% |
$2.52M - $2.82M
|
75.9K
$9.79M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-26.1K- 6.6% |
$3.14M - $3.51M
|
369K
$47.6M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-31.8K- 41.2% |
$3.82M - $4.27M
|
45.3K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.8K- 50.33% |
$3.94M - $4.4M
|
32.3K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33K- 21.63% |
$3.97M - $4.44M
|
120K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-39.6K- 68.72% |
$4.76M - $5.32M
|
18K
$2.33M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-40.5K- 90.95% |
$4.87M - $5.43M
|
4.03K
$520K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.3K- 15.04% |
$4.97M - $5.55M
|
234K
$30.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-42.2K- 30.0% |
$5.08M - $5.67M
|
98.5K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-42.6K- 20.91% |
$5.12M - $5.72M
|
161K
$20.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-44K- 26.1% |
$5.29M - $5.91M
|
125K
$16.1M
|