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 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.72KNew |
$207K - $231K
|
1.72K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 7.01% |
$204K - $228K
|
25.9K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.7K+ 50.21% |
$204K - $228K
|
5.07K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.69K+ 1.36% |
$204K - $228K
|
127K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.69KNew |
$203K - $227K
|
1.69K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.62K+ 6.23% |
$195K - $217K
|
27.6K
$3.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 11.32% |
$194K - $217K
|
15.9K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.59K+ 5.37% |
$192K - $214K
|
31.3K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.51K+ 9.43% |
$182K - $203K
|
17.5K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.41K+ 22.16% |
$170K - $190K
|
7.78K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 4.84% |
$167K - $186K
|
30K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.38K+ 5.62% |
$166K - $185K
|
25.9K
$3.34M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.37K+ 13.86% |
$165K - $184K
|
11.2K
$1.45M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.37KNew |
$164K - $184K
|
1.37K
$176K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.32K+ 10.18% |
$159K - $178K
|
14.3K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.32K+ 73.78% |
$159K - $177K
|
3.11K
$401K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.3K+ 129600.0% |
$156K - $174K
|
1.3K
$167K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.22K+ 42.11% |
$147K - $164K
|
4.13K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 0.79% |
$143K - $160K
|
152K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.19K+ 13.26% |
$143K - $160K
|
10.2K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.17K+ 4.51% |
$141K - $157K
|
27.1K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.15K+ 0.95% |
$138K - $154K
|
122K
$15.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.14K+ 36.18% |
$137K - $153K
|
4.29K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.08K+ 16.99% |
$130K - $145K
|
7.46K
$962K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.05K+ 42.17% |
$126K - $141K
|
3.53K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.01K+ 12.72% |
$122K - $136K
|
8.97K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
996+ 67.66% |
$120K - $134K
|
2.47K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
992+ 16.36% |
$119K - $133K
|
7.06K
$910K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
967+ 5.01% |
$116K - $130K
|
20.3K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
926+ 22.05% |
$111K - $124K
|
5.13K
$661K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
904+ 2.03% |
$109K - $121K
|
45.5K
$5.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
904+ 9.79% |
$109K - $121K
|
10.1K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
901+ 0.52% |
$108K - $121K
|
175K
$22.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
880+ 0.93% |
$106K - $118K
|
95.9K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
802+ 8.3% |
$96.4K - $108K
|
10.5K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
781+ 7.82% |
$93.9K - $105K
|
10.8K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
749New |
$90.1K - $101K
|
749
$96.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
714+ 29.31% |
$85.9K - $95.9K
|
3.15K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
709+ 28.61% |
$85.3K - $95.2K
|
3.19K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 85.37% |
$84.2K - $94K
|
1.52K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
691+ 22.92% |
$83.1K - $92.8K
|
3.71K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
682+ 6.95% |
$82K - $91.6K
|
10.5K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
677New |
$81.4K - $90.9K
|
677
$87.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
661+ 1.6% |
$79.5K - $88.8K
|
41.9K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
625+ 13.78% |
$75.2K - $83.9K
|
5.16K
$666K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
609+ 4.07% |
$73.2K - $81.8K
|
15.6K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
609+ 38.86% |
$73.2K - $81.8K
|
2.18K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
592+ 21.17% |
$71.2K - $79.5K
|
3.39K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
585+ 1.96% |
$70.3K - $78.6K
|
30.4K
$3.92M
|