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 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 6.14% |
$38.2K - $42.7K
|
4.86K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-334- 3.98% |
$40.2K - $44.9K
|
8.05K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-338- 10.56% |
$40.6K - $45.4K
|
2.86K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-347- 7.56% |
$41.7K - $46.6K
|
4.24K
$547K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-350- 14.23% |
$42.1K - $47K
|
2.11K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-354- 5.02% |
$42.6K - $47.5K
|
6.7K
$865K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-366- 1.71% |
$44K - $49.2K
|
21K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-367- 0.72% |
$44.1K - $49.3K
|
50.3K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-369- 0.48% |
$44.4K - $49.6K
|
76.1K
$9.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-371- 1.4% |
$44.6K - $49.8K
|
26K
$3.36M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-376- 2.33% |
$45.2K - $50.5K
|
15.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-376- 7.37% |
$45.2K - $50.5K
|
4.73K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-377- 5.87% |
$45.3K - $50.6K
|
6.05K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-386- 3.59% |
$46.4K - $51.8K
|
10.4K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-386- 6.9% |
$46.4K - $51.8K
|
5.21K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-388- 1.6% |
$46.7K - $52.1K
|
23.9K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-392- 63.53% |
$47.1K - $52.6K
|
225
$29K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-393- 9.77% |
$47.3K - $52.8K
|
3.63K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-393- 7.09% |
$47.3K - $52.8K
|
5.15K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-400- 4.88% |
$48.1K - $53.7K
|
7.8K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-415- 5.65% |
$49.9K - $55.7K
|
6.93K
$893K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-425- 2.5% |
$51.1K - $57.1K
|
16.6K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-428- 4.68% |
$51.5K - $57.5K
|
8.71K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-428- 4.47% |
$51.5K - $57.5K
|
9.14K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-432- 3.64% |
$51.9K - $58K
|
11.4K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-455- 0.78% |
$54.7K - $61.1K
|
58.1K
$7.49M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-459- 2.47% |
$55.2K - $61.6K
|
18.1K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-462- 12.46% |
$55.6K - $62K
|
3.25K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-465- 5.26% |
$55.9K - $62.4K
|
8.38K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-474- 13.57% |
$57K - $63.7K
|
3.02K
$390K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-488- 20.44% |
$58.7K - $65.5K
|
1.9K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-494- 3.4% |
$59.4K - $66.3K
|
14K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-503- 21.54% |
$60.5K - $67.6K
|
1.83K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-505- 3.21% |
$60.7K - $67.8K
|
15.2K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-507- 2.69% |
$61K - $68.1K
|
18.3K
$2.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-508- 0.86% |
$61.1K - $68.2K
|
58.7K
$7.57M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-520- 16.28% |
$62.5K - $69.8K
|
2.67K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-532- 15.22% |
$64K - $71.4K
|
2.96K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-532- 8.06% |
$64K - $71.4K
|
6.07K
$782K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-546- 1.65% |
$65.7K - $73.3K
|
32.5K
$4.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-556- 9.03% |
$66.9K - $74.7K
|
5.6K
$723K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-576- 18.81% |
$69.3K - $77.4K
|
2.49K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-579- 9.08% |
$69.6K - $77.8K
|
5.8K
$748K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-581- 0.83% |
$69.9K - $78K
|
69.4K
$8.95M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-585- 8.16% |
$70.3K - $78.6K
|
6.59K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-596- 5.3% |
$71.7K - $80K
|
10.7K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-605- 88.32% |
$72.7K - $81.3K
|
80
$10.3K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-624- 4.49% |
$75K - $83.8K
|
13.3K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-637- 17.09% |
$76.6K - $85.5K
|
3.09K
$399K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-654- 4.87% |
$78.6K - $87.8K
|
12.8K
$1.65M
|