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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11+ 0.22% |
$1.32K - $1.48K
|
4.96K
$639K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
10+ 0.27% |
$1.2K - $1.34K
|
3.72K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
10+ 0.31% |
$1.2K - $1.34K
|
3.21K
$414K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9+ 0.26% |
$1.08K - $1.21K
|
3.52K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9+ 0.27% |
$1.08K - $1.21K
|
3.3K
$425K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.24% |
$962 - $1.07K
|
3.41K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8+ 0.44% |
$962 - $1.07K
|
1.81K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.27% |
$962 - $1.07K
|
2.94K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.27% |
$962 - $1.07K
|
2.98K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.26% |
$721 - $806
|
2.31K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 4.24% |
$601 - $672
|
123
$15.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.04% |
$601 - $672
|
11.2K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5+ 0.29% |
$601 - $672
|
1.71K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5+ 0.13% |
$601 - $672
|
3.82K
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4+ 0.22% |
$481 - $537
|
1.82K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4+ 0.12% |
$481 - $537
|
3.22K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.25% |
$481 - $537
|
1.6K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.25% |
$481 - $537
|
1.61K
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.05% |
$481 - $537
|
7.94K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.13% |
$361 - $403
|
2.35K
$302K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3+ 0.08% |
$361 - $403
|
3.78K
$488K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$361 - $403
|
1.01K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$240 - $269
|
557
$71.8K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$240 - $269
|
4.82K
$621K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$240 - $269
|
6.52K
$841K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.07% |
$240 - $269
|
2.88K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
2+ 0.44% |
$240 - $269
|
457
$58.9K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$120 - $134
|
7.26K
$936K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$120 - $134
|
2.61K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 100.0% |
$120 - $134
|
2
$258
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2- 0.04% |
$240 - $269
|
5.36K
$691K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.55% |
$601 - $672
|
900
$116K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.12% |
$842 - $940
|
5.67K
$731K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-7- 1.14% |
$842 - $940
|
609
$78.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8- 0.15% |
$962 - $1.07K
|
5.34K
$688K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9- 0.08% |
$1.08K - $1.21K
|
10.6K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-11- 0.31% |
$1.32K - $1.48K
|
3.58K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14- 0.06% |
$1.68K - $1.88K
|
23.2K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15- 0.48% |
$1.8K - $2.01K
|
3.14K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-17- 0.1% |
$2.04K - $2.28K
|
17.5K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-18- 0.83% |
$2.16K - $2.42K
|
2.16K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-18- 51.43% |
$2.16K - $2.42K
|
17
$2.19K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-19- 0.77% |
$2.28K - $2.55K
|
2.43K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-20- 0.25% |
$2.4K - $2.69K
|
7.85K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-22- 0.11% |
$2.65K - $2.95K
|
20.3K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-24- 0.2% |
$2.89K - $3.22K
|
11.8K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 0.63% |
$3.25K - $3.63K
|
4.25K
$548K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-27- 0.45% |
$3.25K - $3.63K
|
5.98K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-28- 0.15% |
$3.37K - $3.76K
|
18.9K
$2.43M
|