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 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.04K- 11.82% |
$112K - $141K
|
7.75K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.05K- 8.65% |
$113K - $141K
|
11K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.06K- 2.33% |
$114K - $143K
|
44.4K
$6.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.06K- 3.18% |
$114K - $143K
|
32.3K
$4.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 7.42% |
$115K - $143K
|
13.2K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 19.82% |
$115K - $144K
|
4.3K
$621K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.07K- 12.93% |
$115K - $144K
|
7.17K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.08K- 7.52% |
$116K - $146K
|
13.2K
$1.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-1.09K- 11.01% |
$117K - $147K
|
8.77K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.12K- 3.07% |
$121K - $151K
|
35.2K
$5.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.15K- 11.31% |
$124K - $155K
|
8.99K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.15K- 14.92% |
$124K - $155K
|
6.55K
$947K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.17K- 20.87% |
$126K - $158K
|
4.44K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.21K- 5.75% |
$130K - $163K
|
19.8K
$2.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-1.27K- 2.54% |
$137K - $172K
|
48.7K
$7.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.3K- 9.3% |
$141K - $176K
|
12.7K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.32K- 22.02% |
$143K - $179K
|
4.68K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.36K- 36.61% |
$147K - $184K
|
2.35K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.38K- 3.74% |
$149K - $186K
|
35.5K
$5.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.39K- 4.37% |
$150K - $188K
|
30.3K
$4.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.44K- 12.82% |
$155K - $195K
|
9.78K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.47K- 28.95% |
$159K - $199K
|
3.6K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.5K- 6.89% |
$162K - $202K
|
20.2K
$2.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 23.52% |
$166K - $208K
|
4.99K
$721K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.55K- 8.0% |
$167K - $209K
|
17.8K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 0.5% |
$173K - $216K
|
316K
$45.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.63K- 14.35% |
$176K - $221K
|
9.74K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.65K- 25.28% |
$178K - $223K
|
4.87K
$703K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.65K- 1.7% |
$178K - $223K
|
95.5K
$13.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.69K- 4.51% |
$182K - $228K
|
35.7K
$5.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.7K- 28.13% |
$184K - $230K
|
4.34K
$627K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 2.47% |
$184K - $231K
|
67.3K
$9.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.86K- 7.06% |
$201K - $251K
|
24.5K
$3.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.92K- 3.64% |
$207K - $260K
|
50.8K
$7.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.92K- 2.53% |
$208K - $260K
|
73.9K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.94K- 20.16% |
$210K - $262K
|
7.68K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.98K- 4.68% |
$213K - $267K
|
40.2K
$5.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2K- 6.17% |
$216K - $271K
|
30.4K
$4.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.02K- 17.48% |
$218K - $273K
|
9.54K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 1.87% |
$219K - $274K
|
106K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.03K- 2.12% |
$219K - $275K
|
93.8K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.03K- 2.48% |
$220K - $275K
|
79.9K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.05K- 16.56% |
$221K - $277K
|
10.3K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.07K- 3.45% |
$224K - $280K
|
58.1K
$8.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.11K- 27.85% |
$227K - $285K
|
5.45K
$788K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.14K- 2.19% |
$231K - $290K
|
95.8K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.15K- 60.3% |
$232K - $290K
|
1.41K
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.15K- 28.29% |
$232K - $291K
|
5.45K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.16K- 1.26% |
$233K - $292K
|
169K
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.26K- 11.64% |
$245K - $306K
|
17.2K
$2.48M
|