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 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
584+ 150.9% |
$70.2K - $78.4K
|
971
$125K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
560+ 2.34% |
$67.3K - $75.2K
|
24.5K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
546+ 4.97% |
$65.7K - $73.3K
|
11.5K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
535+ 5.01% |
$64.3K - $71.9K
|
11.2K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
508+ 7.75% |
$61.1K - $68.2K
|
7.06K
$911K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
507+ 0.73% |
$61K - $68.1K
|
70.3K
$9.07M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
487+ 4.04% |
$58.6K - $65.4K
|
12.5K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
477+ 3.3% |
$57.4K - $64.1K
|
14.9K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
473+ 14.6% |
$56.9K - $63.5K
|
3.71K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
471+ 19.16% |
$56.6K - $63.3K
|
2.93K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
469+ 8.33% |
$56.4K - $63K
|
6.1K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
463+ 22.67% |
$55.7K - $62.2K
|
2.51K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
461+ 13.02% |
$55.4K - $61.9K
|
4K
$516K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
460+ 20.4% |
$55.3K - $61.8K
|
2.72K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
452+ 10.17% |
$54.3K - $60.7K
|
4.9K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
421+ 4.06% |
$50.6K - $56.5K
|
10.8K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
377+ 18.7% |
$45.3K - $50.6K
|
2.39K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
365+ 3.15% |
$43.9K - $49K
|
11.9K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
362+ 5.66% |
$43.5K - $48.6K
|
6.76K
$872K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
339+ 43.74% |
$40.8K - $45.5K
|
1.11K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
320+ 12.13% |
$38.5K - $43K
|
2.96K
$382K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
315+ 8.75% |
$37.9K - $42.3K
|
3.91K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
309+ 119.31% |
$37.2K - $41.5K
|
568
$73.3K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
299+ 1.4% |
$36K - $40.2K
|
21.7K
$2.8M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
257+ 2.93% |
$30.9K - $34.5K
|
9.03K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
257+ 7.21% |
$30.9K - $34.5K
|
3.82K
$493K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
256+ 23.29% |
$30.8K - $34.4K
|
1.36K
$175K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
256+ 2.16% |
$30.8K - $34.4K
|
12.1K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
254+ 3.61% |
$30.5K - $34.1K
|
7.3K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
251+ 3.14% |
$30.2K - $33.7K
|
8.25K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
212+ 4.45% |
$25.5K - $28.5K
|
4.98K
$642K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
198+ 8.48% |
$23.8K - $26.6K
|
2.53K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
187+ 45.72% |
$22.5K - $25.1K
|
596
$76.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
183New |
$22K - $24.6K
|
183
$23.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
165+ 2.63% |
$19.8K - $22.2K
|
6.44K
$831K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
162+ 6.45% |
$19.5K - $21.8K
|
2.67K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
158New |
$19K - $21.2K
|
158
$20.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
152+ 1.25% |
$18.3K - $20.4K
|
12.4K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
150+ 15.2% |
$18K - $20.1K
|
1.14K
$147K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
148+ 34.42% |
$17.8K - $19.9K
|
578
$74.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 1.73% |
$17.2K - $19.2K
|
8.42K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
140+ 8.91% |
$16.8K - $18.8K
|
1.71K
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
140+ 8.44% |
$16.8K - $18.8K
|
1.8K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
131+ 0.1% |
$15.8K - $17.6K
|
130K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
128+ 1.1% |
$15.4K - $17.2K
|
11.8K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
127New |
$15.3K - $17.1K
|
127
$16.4K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
123+ 0.21% |
$14.8K - $16.5K
|
59.9K
$7.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
123+ 3.67% |
$14.8K - $16.5K
|
3.47K
$448K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
122+ 4.24% |
$14.7K - $16.4K
|
3K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
122+ 4.95% |
$14.7K - $16.4K
|
2.59K
$333K
|