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 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-29- 0.36% |
$3.49K - $3.89K
|
8.11K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-30- 1.5% |
$3.61K - $4.03K
|
1.97K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-31- 4.57% |
$3.73K - $4.16K
|
647
$83.5K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-34- 0.27% |
$4.09K - $4.57K
|
12.8K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-34- 3.7% |
$4.09K - $4.57K
|
885
$114K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-36- 11.5% |
$4.33K - $4.83K
|
277
$35.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-38- 0.36% |
$4.57K - $5.1K
|
10.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-38- 1.58% |
$4.57K - $5.1K
|
2.37K
$305K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-40- 19.23% |
$4.81K - $5.37K
|
168
$21.7K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-40- 0.66% |
$4.81K - $5.37K
|
6K
$774K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-43- 0.76% |
$5.17K - $5.77K
|
5.6K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-45- 1.13% |
$5.41K - $6.04K
|
3.92K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-46- 0.83% |
$5.53K - $6.18K
|
5.48K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-50- 1.29% |
$6.01K - $6.72K
|
3.83K
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-51- 1.54% |
$6.13K - $6.85K
|
3.27K
$422K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-51- 0.36% |
$6.13K - $6.85K
|
14K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-53- 86.89% |
$6.37K - $7.12K
|
8
$1.03K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-54- 0.47% |
$6.49K - $7.25K
|
11.6K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-54- 0.46% |
$6.49K - $7.25K
|
11.6K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-55- 0.77% |
$6.61K - $7.39K
|
7.06K
$911K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-60- 0.96% |
$7.21K - $8.06K
|
6.18K
$797K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-61- 0.65% |
$7.33K - $8.19K
|
9.33K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-63- 0.53% |
$7.58K - $8.46K
|
11.7K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-64- 1.0% |
$7.7K - $8.6K
|
6.31K
$813K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-65- 1.19% |
$7.82K - $8.73K
|
5.42K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-68- 3.41% |
$8.18K - $9.13K
|
1.93K
$248K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-69- 2.81% |
$8.3K - $9.27K
|
2.38K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-70- 2.27% |
$8.42K - $9.4K
|
3.02K
$389K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-70- 0.51% |
$8.42K - $9.4K
|
13.6K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-70- 1.22% |
$8.42K - $9.4K
|
5.68K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 4.4% |
$8.42K - $9.4K
|
1.52K
$196K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-73- 0.47% |
$8.78K - $9.8K
|
15.4K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-73- 3.26% |
$8.78K - $9.8K
|
2.16K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-75- 2.0% |
$9.02K - $10.1K
|
3.67K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-76- 3.56% |
$9.14K - $10.2K
|
2.06K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-76- 0.42% |
$9.14K - $10.2K
|
17.9K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-77- 40.96% |
$9.26K - $10.3K
|
111
$14.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-80- 1.13% |
$9.62K - $10.7K
|
6.97K
$900K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-82- 1.06% |
$9.86K - $11K
|
7.69K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-82- 1.03% |
$9.86K - $11K
|
7.9K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-84- 2.34% |
$10.1K - $11.3K
|
3.51K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-91- 1.66% |
$10.9K - $12.2K
|
5.4K
$696K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-102- 1.35% |
$12.3K - $13.7K
|
7.45K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-103- 5.63% |
$12.4K - $13.8K
|
1.73K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-103- 1.53% |
$12.4K - $13.8K
|
6.63K
$855K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-107- 0.87% |
$12.9K - $14.4K
|
12.1K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-112- 6.52% |
$13.5K - $15K
|
1.61K
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-113- 5.2% |
$13.6K - $15.2K
|
2.06K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-118- 7.24% |
$14.2K - $15.8K
|
1.51K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-120- 1.29% |
$14.4K - $16.1K
|
9.22K
$1.19M
|