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 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
744+ 3.37% |
$80.4K - $101K
|
22.8K
$3.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
741New |
$80.1K - $100K
|
741
$107K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
709+ 6.96% |
$76.6K - $95.9K
|
10.9K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
679+ 13.93% |
$73.4K - $91.9K
|
5.55K
$802K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
675+ 6.33% |
$72.9K - $91.3K
|
11.3K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
672+ 35.56% |
$72.6K - $90.9K
|
2.56K
$370K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
659+ 2.39% |
$71.2K - $89.2K
|
28.3K
$4.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
638+ 17.22% |
$68.9K - $86.3K
|
4.34K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
605+ 756.25% |
$65.4K - $81.9K
|
685
$99K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
546+ 1.14% |
$59K - $73.9K
|
48.6K
$7.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
541+ 5.16% |
$58.5K - $73.2K
|
11K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
507+ 2.79% |
$54.8K - $68.6K
|
18.7K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
499+ 28.88% |
$53.9K - $67.5K
|
2.23K
$322K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
481+ 4.1% |
$52K - $65.1K
|
12.2K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
443+ 23.74% |
$47.9K - $59.9K
|
2.31K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
439+ 5.32% |
$47.4K - $59.4K
|
8.69K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
422+ 43.46% |
$45.6K - $57.1K
|
1.39K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
422New |
$45.6K - $57.1K
|
422
$61K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
417+ 14.24% |
$45.1K - $56.4K
|
3.35K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
413+ 0.47% |
$44.6K - $55.9K
|
87.4K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
389+ 3.69% |
$42K - $52.6K
|
10.9K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
385+ 1.98% |
$41.6K - $52.1K
|
19.8K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
381+ 137.05% |
$41.2K - $51.5K
|
659
$95.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
367+ 16.8% |
$39.7K - $49.7K
|
2.55K
$369K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
360+ 2.82% |
$38.9K - $48.7K
|
13.1K
$1.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
350+ 7.67% |
$37.8K - $47.4K
|
4.91K
$710K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
316+ 17.94% |
$34.1K - $42.8K
|
2.08K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
302+ 11.3% |
$32.6K - $40.9K
|
2.98K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
258+ 2.05% |
$27.9K - $34.9K
|
12.9K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
258+ 5.01% |
$27.9K - $34.9K
|
5.41K
$781K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
250+ 2.29% |
$27K - $33.8K
|
11.2K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
247+ 11.64% |
$26.7K - $33.4K
|
2.37K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
236+ 1.35% |
$25.5K - $31.9K
|
17.7K
$2.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
231+ 7.23% |
$25K - $31.3K
|
3.42K
$495K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
224+ 7.14% |
$24.2K - $30.3K
|
3.36K
$486K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
220+ 2.95% |
$23.8K - $29.8K
|
7.68K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
210+ 10.58% |
$22.7K - $28.4K
|
2.2K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
202+ 0.84% |
$21.8K - $27.3K
|
24.3K
$3.5M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 3.45% |
$21.7K - $27.2K
|
6.03K
$871K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
200+ 0.26% |
$21.6K - $27.1K
|
76.3K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
195+ 6.81% |
$21.1K - $26.4K
|
3.06K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
190+ 0.11% |
$20.5K - $25.7K
|
176K
$25.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
189+ 4.58% |
$20.4K - $25.6K
|
4.32K
$624K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
188+ 125.33% |
$20.3K - $25.4K
|
338
$48.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
183+ 0.19% |
$19.8K - $24.8K
|
96.1K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
180+ 16.5% |
$19.5K - $24.4K
|
1.27K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
177+ 1.25% |
$19.1K - $23.9K
|
14.3K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
177+ 0.57% |
$19.1K - $23.9K
|
31.5K
$4.54M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
175+ 5.48% |
$18.9K - $23.7K
|
3.37K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
175+ 2.35% |
$18.9K - $23.7K
|
7.62K
$1.1M
|