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 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.17K+ 12.04% |
$742K - $829K
|
57.5K
$7.41M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.75KNew |
$692K - $773K
|
5.75K
$742K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.56KNew |
$669K - $747K
|
5.56K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.47K+ 94.96% |
$657K - $734K
|
11.2K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.43K+ 1.44% |
$653K - $729K
|
382K
$49.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.32K+ 238.32% |
$640K - $715K
|
7.56K
$975K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
5.3K+ 637.38% |
$638K - $712K
|
6.14K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.24K+ 60.49% |
$630K - $704K
|
13.9K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.91KNew |
$591K - $660K
|
4.91K
$634K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
4.67K+ 13.48% |
$561K - $627K
|
39.3K
$5.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.59KNew |
$552K - $616K
|
4.59K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.37K+ 58.38% |
$525K - $587K
|
11.9K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.36KNew |
$524K - $585K
|
4.36K
$562K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.3K+ 14.68% |
$517K - $577K
|
33.6K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.26KNew |
$512K - $572K
|
4.26K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.15K+ 26.94% |
$499K - $557K
|
19.5K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.02K+ 21.46% |
$483K - $539K
|
22.7K
$2.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.01K+ 28.36% |
$483K - $539K
|
18.2K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.98K+ 40.95% |
$479K - $535K
|
13.7K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.31K+ 6.7% |
$398K - $445K
|
52.7K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.31K+ 15.17% |
$398K - $444K
|
25.1K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.26KNew |
$392K - $438K
|
3.26K
$421K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.24K+ 39.35% |
$390K - $436K
|
11.5K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.13KNew |
$377K - $421K
|
3.13K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.08K+ 58.53% |
$370K - $413K
|
8.33K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.06K+ 1.51% |
$368K - $411K
|
205K
$26.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.01KNew |
$362K - $404K
|
3.01K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.87K+ 1.7% |
$345K - $386K
|
172K
$22.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.84K+ 6.81% |
$341K - $381K
|
44.5K
$5.74M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.78K+ 52.7% |
$335K - $374K
|
8.07K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.62K+ 4.53% |
$315K - $351K
|
60.3K
$7.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.5K+ 40.38% |
$300K - $335K
|
8.67K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.45KNew |
$294K - $329K
|
2.45K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.44KNew |
$293K - $327K
|
2.44K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.32KNew |
$279K - $312K
|
2.32K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.29K+ 8.9% |
$275K - $307K
|
28K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.28KNew |
$275K - $307K
|
2.28K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
2.18K+ 46.01% |
$262K - $293K
|
6.92K
$892K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.14K+ 15.45% |
$257K - $288K
|
16K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.14KNew |
$257K - $287K
|
2.14K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 42.39% |
$253K - $283K
|
7.07K
$912K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.08K+ 14.52% |
$250K - $279K
|
16.4K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.01K+ 6.77% |
$242K - $270K
|
31.7K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.01K+ 86.58% |
$241K - $270K
|
4.33K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.99KNew |
$239K - $267K
|
1.99K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 7.55% |
$236K - $263K
|
27.9K
$3.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.9K+ 38.66% |
$229K - $256K
|
6.83K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.87KNew |
$224K - $251K
|
1.87K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.73KNew |
$208K - $232K
|
1.73K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.72K+ 48.98% |
$207K - $232K
|
5.24K
$676K
|