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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4- 0.23% |
$432 - $541
|
1.74K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-6- 0.08% |
$648 - $812
|
7.32K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-6- 0.3% |
$648 - $812
|
2.01K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 0.35% |
$648 - $812
|
1.71K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6- 0.08% |
$648 - $812
|
7.36K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-6- 3.08% |
$648 - $812
|
189
$27.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6- 0.24% |
$648 - $812
|
2.48K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7- 0.12% |
$756 - $947
|
5.76K
$833K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7- 0.26% |
$756 - $947
|
2.65K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8- 0.01% |
$864 - $1.08K
|
69.9K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 0.04% |
$973 - $1.22K
|
23.2K
$3.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-10- 0.14% |
$1.08K - $1.35K
|
7.05K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.42% |
$1.08K - $1.35K
|
2.38K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.18% |
$1.3K - $1.62K
|
6.75K
$975K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13- 0.21% |
$1.4K - $1.76K
|
6.05K
$874K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17- 0.93% |
$1.84K - $2.3K
|
1.82K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-18- 0.57% |
$1.95K - $2.44K
|
3.13K
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-18- 0.51% |
$1.95K - $2.44K
|
3.52K
$508K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.89% |
$2.27K - $2.84K
|
1.09K
$158K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-21- 0.22% |
$2.27K - $2.84K
|
9.49K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-21- 0.35% |
$2.27K - $2.84K
|
5.96K
$861K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.46% |
$2.59K - $3.25K
|
5.14K
$742K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-25- 0.34% |
$2.7K - $3.38K
|
7.27K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-25- 1.25% |
$2.7K - $3.38K
|
1.97K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-25- 0.31% |
$2.7K - $3.38K
|
8.12K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27- 0.07% |
$2.92K - $3.65K
|
40.9K
$5.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-28- 0.78% |
$3.03K - $3.79K
|
3.56K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-29- 1.06% |
$3.13K - $3.92K
|
2.7K
$391K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-29- 1.14% |
$3.13K - $3.92K
|
2.5K
$362K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29- 1.22% |
$3.13K - $3.92K
|
2.35K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 0.27% |
$3.24K - $4.06K
|
11.2K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-32- 0.77% |
$3.46K - $4.33K
|
4.13K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-36- 0.24% |
$3.89K - $4.87K
|
14.9K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-37- 16.44% |
$4K - $5.01K
|
188
$27.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-38- 2.09% |
$4.11K - $5.14K
|
1.78K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-40- 0.29% |
$4.32K - $5.41K
|
14K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-41- 0.27% |
$4.43K - $5.55K
|
15.3K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41- 0.39% |
$4.43K - $5.55K
|
10.4K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-45- 0.39% |
$4.86K - $6.09K
|
11.4K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-47- 0.96% |
$5.08K - $6.36K
|
4.83K
$698K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-48- 0.35% |
$5.19K - $6.49K
|
13.7K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-50- 0.98% |
$5.4K - $6.77K
|
5.07K
$733K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-50- 2.37% |
$5.4K - $6.77K
|
2.06K
$297K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-50- 1.11% |
$5.4K - $6.77K
|
4.44K
$642K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-51- 1.71% |
$5.51K - $6.9K
|
2.93K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-53- 2.46% |
$5.73K - $7.17K
|
2.1K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-55- 1.37% |
$5.94K - $7.44K
|
3.96K
$572K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 3.25% |
$5.94K - $7.44K
|
1.64K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-56- 0.79% |
$6.05K - $7.58K
|
7.01K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-58- 2.81% |
$6.27K - $7.85K
|
2K
$289K
|