Purchases and Sales Made in Q2 2025 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-472- 3.98% |
$51K - $63.9K
|
11.4K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-478- 5.15% |
$51.7K - $64.7K
|
8.81K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-490- 9.08% |
$52.9K - $66.3K
|
4.91K
$709K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-501- 11.95% |
$54.1K - $67.8K
|
3.69K
$533K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-540- 6.94% |
$58.4K - $73.1K
|
7.24K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-555- 0.7% |
$60K - $75.1K
|
78.8K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-568- 0.34% |
$61.4K - $76.9K
|
166K
$24M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-568- 7.04% |
$61.4K - $76.9K
|
7.5K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-569- 2.36% |
$61.5K - $77K
|
23.6K
$3.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-586- 7.03% |
$63.3K - $79.3K
|
7.75K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-586- 5.66% |
$63.3K - $79.3K
|
9.77K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-592- 8.91% |
$64K - $80.1K
|
6.05K
$874K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-598- 17.55% |
$64.6K - $80.9K
|
2.81K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-605- 22.63% |
$65.4K - $81.9K
|
2.07K
$299K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-608- 20.29% |
$65.7K - $82.3K
|
2.39K
$345K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-632- 2.26% |
$68.3K - $85.5K
|
27.3K
$3.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-640- 14.75% |
$69.2K - $86.6K
|
3.7K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-658- 1.19% |
$71.1K - $89K
|
54.7K
$7.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-659- 5.56% |
$71.2K - $89.2K
|
11.2K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-670- 20.08% |
$72.4K - $90.7K
|
2.67K
$385K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-682- 1.36% |
$73.7K - $92.3K
|
49.6K
$7.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-705- 30.77% |
$76.2K - $95.4K
|
1.59K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-708- 13.06% |
$76.5K - $95.8K
|
4.72K
$681K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-710- 28.99% |
$76.7K - $96.1K
|
1.74K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-723- 1.81% |
$78.1K - $97.8K
|
39.3K
$5.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-727- 19.8% |
$78.6K - $98.4K
|
2.95K
$425K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-727- 14.85% |
$78.6K - $98.4K
|
4.17K
$602K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-735- 8.04% |
$79.4K - $99.4K
|
8.41K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-744- 5.85% |
$80.4K - $101K
|
12K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-756- 5.4% |
$81.7K - $102K
|
13.2K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-761- 19.07% |
$82.2K - $103K
|
3.23K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-783- 23.95% |
$84.6K - $106K
|
2.49K
$359K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-787- 9.45% |
$85K - $106K
|
7.54K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-801- 4.42% |
$86.6K - $108K
|
17.3K
$2.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-802- 1.83% |
$86.7K - $109K
|
42.9K
$6.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-805- 5.93% |
$87K - $109K
|
12.8K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-808- 8.13% |
$87.3K - $109K
|
9.14K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-819- 12.0% |
$88.5K - $111K
|
6.01K
$868K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-823- 11.4% |
$88.9K - $111K
|
6.4K
$924K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-829- 8.99% |
$89.6K - $112K
|
8.39K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-836- 25.81% |
$90.3K - $113K
|
2.4K
$347K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-850- 34.86% |
$91.9K - $115K
|
1.59K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-857- 0.56% |
$92.6K - $116K
|
152K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-913- 11.55% |
$98.7K - $124K
|
6.99K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-916- 4.22% |
$99K - $124K
|
20.8K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-923- 5.12% |
$99.7K - $125K
|
17.1K
$2.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-925- 3.57% |
$100K - $125K
|
25K
$3.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-962- 19.32% |
$104K - $130K
|
4.02K
$581K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-982- 10.3% |
$106K - $133K
|
8.55K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.02K- 15.02% |
$110K - $137K
|
5.75K
$830K
|