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 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.29K- 39.58% |
$248K - $310K
|
3.5K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.39K- 20.68% |
$258K - $323K
|
9.17K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.5K- 0.79% |
$271K - $339K
|
315K
$45.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.72K- 15.51% |
$294K - $368K
|
14.8K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.99K- 6.4% |
$323K - $404K
|
43.7K
$6.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.01K- 10.78% |
$325K - $407K
|
24.9K
$3.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.03K- 56.37% |
$328K - $410K
|
2.35K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.13K- 3.44% |
$338K - $423K
|
87.7K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3.18K- 2.6% |
$343K - $430K
|
119K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.22K- 14.88% |
$347K - $435K
|
18.4K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.23K- 8.2% |
$349K - $438K
|
36.2K
$5.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.47K- 1.24% |
$375K - $470K
|
278K
$40.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.54K- 54.68% |
$382K - $478K
|
2.93K
$423K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.62K- 2.07% |
$391K - $490K
|
171K
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.72K- 75.79% |
$401K - $503K
|
1.19K
$171K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.76K- 67.44% |
$406K - $508K
|
1.81K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.85K- 6.42% |
$416K - $521K
|
56.1K
$8.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.91K- 10.7% |
$423K - $529K
|
32.6K
$4.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.23K- 34.19% |
$457K - $572K
|
8.13K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-4.28K- 14.56% |
$462K - $579K
|
25.1K
$3.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.47K- 9.68% |
$483K - $605K
|
41.7K
$6.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.85K- 3.83% |
$524K - $656K
|
122K
$17.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.96K- 5.68% |
$535K - $670K
|
82.3K
$11.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.97K- 4.92% |
$537K - $672K
|
96K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.02K- 15.75% |
$542K - $679K
|
26.8K
$3.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.06K- 6.28% |
$547K - $684K
|
75.5K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.17K- 43.63% |
$559K - $700K
|
6.68K
$965K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.42K- 44.32% |
$586K - $733K
|
6.81K
$984K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.67K- 42.69% |
$613K - $768K
|
7.62K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.52K- 10.8% |
$704K - $882K
|
53.8K
$7.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.73K- 74.47% |
$727K - $910K
|
2.31K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.98K- 0.66% |
$754K - $945K
|
1.04M
$151M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-7.26K- 7.93% |
$785K - $983K
|
84.4K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.3K- 12.53% |
$789K - $988K
|
51K
$7.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-8.24K- 28.79% |
$890K - $1.11M
|
20.4K
$2.94M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.4K- 66.32% |
$1.02M - $1.27M
|
4.77K
$689K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.88K- 12.67% |
$1.07M - $1.34M
|
68.1K
$9.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.6K- 39.25% |
$1.15M - $1.44M
|
16.5K
$2.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12.4K- 21.18% |
$1.34M - $1.68M
|
46.2K
$6.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13.3K- 10.68% |
$1.44M - $1.8M
|
111K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-14.1K- 33.44% |
$1.53M - $1.91M
|
28.1K
$4.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.2K- 6.82% |
$1.54M - $1.92M
|
194K
$28M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-14.4K- 9.13% |
$1.55M - $1.95M
|
143K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.4K- 6.11% |
$1.56M - $1.95M
|
221K
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15K- 7.38% |
$1.62M - $2.03M
|
188K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 3.97% |
$1.64M - $2.05M
|
367K
$53M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-15.9K- 51.25% |
$1.72M - $2.16M
|
15.2K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.1K- 8.69% |
$1.85M - $2.32M
|
180K
$26M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18.2K- 43.36% |
$1.96M - $2.46M
|
23.7K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.4K- 12.1% |
$1.99M - $2.5M
|
134K
$19.4M
|