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 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-120- 1.12% |
$14.4K - $16.1K
|
10.6K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-125- 43.1% |
$15K - $16.8K
|
165
$21.3K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-129- 1.01% |
$15.5K - $17.3K
|
12.6K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-129- 0.8% |
$15.5K - $17.3K
|
15.9K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-131- 4.02% |
$15.8K - $17.6K
|
3.13K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-133- 0.67% |
$16K - $17.9K
|
19.7K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-139- 1.89% |
$16.7K - $18.7K
|
7.23K
$933K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-140- 0.2% |
$16.8K - $18.8K
|
70.2K
$9.05M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-154- 16.49% |
$18.5K - $20.7K
|
780
$101K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-154- 8.28% |
$18.5K - $20.7K
|
1.71K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-154- 0.79% |
$18.5K - $20.7K
|
19.3K
$2.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-159- 2.34% |
$19.1K - $21.4K
|
6.64K
$857K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-160- 0.23% |
$19.2K - $21.5K
|
69K
$8.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-170- 0.94% |
$20.4K - $22.8K
|
17.9K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-177- 8.47% |
$21.3K - $23.8K
|
1.91K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-177- 8.93% |
$21.3K - $23.8K
|
1.81K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-177- 1.23% |
$21.3K - $23.8K
|
14.2K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-178- 4.07% |
$21.4K - $23.9K
|
4.19K
$541K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-180- 17.7% |
$21.6K - $24.2K
|
837
$108K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-181- 3.96% |
$21.8K - $24.3K
|
4.39K
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-182- 2.52% |
$21.9K - $24.4K
|
7.03K
$907K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-187- 1.32% |
$22.5K - $25.1K
|
14K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-192- 3.6% |
$23.1K - $25.8K
|
5.14K
$662K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-194- 9.45% |
$23.3K - $26.1K
|
1.86K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-195- 5.94% |
$23.4K - $26.2K
|
3.09K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-195- 3.85% |
$23.4K - $26.2K
|
4.88K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-198- 8.94% |
$23.8K - $26.6K
|
2.02K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-199- 0.43% |
$23.9K - $26.7K
|
46K
$5.93M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 15.49% |
$24K - $26.9K
|
1.09K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-206- 0.12% |
$24.8K - $27.7K
|
172K
$22.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-211- 1.73% |
$25.4K - $28.3K
|
12K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 8.59% |
$25.4K - $28.3K
|
2.25K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-212- 6.31% |
$25.5K - $28.5K
|
3.15K
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-215- 36.63% |
$25.9K - $28.9K
|
372
$48K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-215- 8.27% |
$25.9K - $28.9K
|
2.39K
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-216- 2.9% |
$26K - $29K
|
7.22K
$931K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-224- 1.54% |
$26.9K - $30.1K
|
14.3K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-230- 23.09% |
$27.7K - $30.9K
|
766
$98.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-241- 4.99% |
$29K - $32.4K
|
4.59K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-245- 4.07% |
$29.5K - $32.9K
|
5.77K
$744K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-248- 62.31% |
$29.8K - $33.3K
|
150
$19.3K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-251- 3.3% |
$30.2K - $33.7K
|
7.36K
$949K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-265- 8.12% |
$31.9K - $35.6K
|
3K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-270- 1.56% |
$32.5K - $36.3K
|
17K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-272- 2.24% |
$32.7K - $36.5K
|
11.9K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-274- 6.77% |
$32.9K - $36.8K
|
3.78K
$487K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-277- 56.07% |
$33.3K - $37.2K
|
217
$28K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-282- 6.52% |
$33.9K - $37.9K
|
4.04K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-300- 12.39% |
$36.1K - $40.3K
|
2.12K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 6.14% |
$38.2K - $42.7K
|
4.86K
$627K
|