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 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
32+ 0.94% |
$3.46K - $4.33K
|
3.44K
$497K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30+ 0.19% |
$3.24K - $4.06K
|
15.8K
$2.29M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 3.92% |
$3.24K - $4.06K
|
796
$115K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
26+ 0.69% |
$2.81K - $3.52K
|
3.81K
$550K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 0.33% |
$2.7K - $3.38K
|
7.67K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
24+ 0.85% |
$2.59K - $3.25K
|
2.84K
$410K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24+ 0.96% |
$2.59K - $3.25K
|
2.53K
$365K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
22+ 1.19% |
$2.38K - $2.98K
|
1.87K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
22+ 17.32% |
$2.38K - $2.98K
|
149
$21.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
18+ 0.39% |
$1.95K - $2.44K
|
4.61K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16+ 0.18% |
$1.73K - $2.16K
|
8.98K
$1.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.32% |
$1.62K - $2.03K
|
4.75K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
15+ 0.25% |
$1.62K - $2.03K
|
6.11K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.25% |
$1.3K - $1.62K
|
4.83K
$698K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
11+ 0.07% |
$1.19K - $1.49K
|
16.4K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.25% |
$1.19K - $1.49K
|
4.34K
$627K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
10+ 0.18% |
$1.08K - $1.35K
|
5.69K
$822K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10+ 0.09% |
$1.08K - $1.35K
|
10.6K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.19% |
$1.08K - $1.35K
|
5.35K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.26% |
$1.08K - $1.35K
|
3.93K
$568K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
10+ 0.33% |
$1.08K - $1.35K
|
3.07K
$443K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 10.34% |
$973 - $1.22K
|
96
$13.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9+ 0.26% |
$973 - $1.22K
|
3.53K
$510K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 450.0% |
$973 - $1.22K
|
11
$1.59K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
9+ 0.24% |
$973 - $1.22K
|
3.73K
$539K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 0.33% |
$864 - $1.08K
|
2.44K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.3% |
$864 - $1.08K
|
2.68K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7+ 0.02% |
$756 - $947
|
35.4K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7+ 0.37% |
$756 - $947
|
1.92K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.26% |
$648 - $812
|
2.32K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6+ 0.19% |
$648 - $812
|
3.22K
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$648 - $812
|
5.14K
$742K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6+ 0.16% |
$648 - $812
|
3.83K
$553K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5+ 0.06% |
$540 - $677
|
7.94K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.03% |
$540 - $677
|
15.9K
$2.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$432 - $541
|
16.9K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.25% |
$432 - $541
|
1.61K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3+ 0.02% |
$324 - $406
|
17.3K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.19% |
$324 - $406
|
1.6K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 1.38% |
$324 - $406
|
220
$31.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.2% |
$216 - $271
|
1.02K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.14% |
$216 - $271
|
1.44K
$209K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 3.33% |
$108 - $135
|
31
$4.48K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$108 - $135
|
558
$80.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$108 - $135
|
4.25K
$614K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $135
|
2.61K
$377K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1- 0.01% |
$108 - $135
|
7.26K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-3- 0.09% |
$324 - $406
|
3.28K
$473K
|