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 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-59- 0.38% |
$6.38K - $7.98K
|
15.3K
$2.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-61- 4.5% |
$6.59K - $8.25K
|
1.29K
$187K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-65- 0.75% |
$7.02K - $8.79K
|
8.56K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-73- 0.06% |
$7.89K - $9.88K
|
130K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-75- 2.39% |
$8.1K - $10.1K
|
3.06K
$442K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-77- 2.36% |
$8.32K - $10.4K
|
3.19K
$461K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-78- 12.81% |
$8.43K - $10.6K
|
531
$76.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-79- 1.31% |
$8.54K - $10.7K
|
5.97K
$863K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 1.41% |
$9.4K - $11.8K
|
6.09K
$880K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-88- 0.51% |
$9.51K - $11.9K
|
17.3K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-89- 13.76% |
$9.62K - $12K
|
558
$80.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-92- 0.47% |
$9.94K - $12.4K
|
19.6K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-93- 83.78% |
$10K - $12.6K
|
18
$2.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-95- 15.94% |
$10.3K - $12.9K
|
501
$72.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-96- 5.17% |
$10.4K - $13K
|
1.76K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-97- 2.42% |
$10.5K - $13.1K
|
3.92K
$566K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 4.45% |
$10.8K - $13.5K
|
2.15K
$310K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-101- 0.33% |
$10.9K - $13.7K
|
30.3K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-102- 4.78% |
$11K - $13.8K
|
2.03K
$294K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-102- 3.25% |
$11K - $13.8K
|
3.03K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-107- 0.6% |
$11.6K - $14.5K
|
17.8K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-109- 3.42% |
$11.8K - $14.7K
|
3.08K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-112- 1.86% |
$12.1K - $15.2K
|
5.92K
$856K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-116- 0.07% |
$12.5K - $15.7K
|
172K
$24.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-120- 1.02% |
$13K - $16.2K
|
11.6K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-120- 2.73% |
$13K - $16.2K
|
4.27K
$617K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-122- 0.47% |
$13.2K - $16.5K
|
25.9K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-129- 0.66% |
$13.9K - $17.5K
|
19.4K
$2.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-137- 2.45% |
$14.8K - $18.5K
|
5.47K
$790K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-139- 2.65% |
$15K - $18.8K
|
5.11K
$738K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-139- 0.99% |
$15K - $18.8K
|
13.9K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-140- 0.78% |
$15.1K - $18.9K
|
17.7K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-148- 2.29% |
$16K - $20K
|
6.33K
$914K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-152- 3.07% |
$16.4K - $20.6K
|
4.8K
$694K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-156- 4.95% |
$16.9K - $21.1K
|
2.99K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-157- 3.12% |
$17K - $21.2K
|
4.88K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-159- 1.56% |
$17.2K - $21.5K
|
10K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-162- 3.15% |
$17.5K - $21.9K
|
4.97K
$719K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-177- 0.59% |
$19.1K - $23.9K
|
29.8K
$4.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-185- 10.92% |
$20K - $25K
|
1.51K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-187- 1.96% |
$20.2K - $25.3K
|
9.35K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-187- 24.97% |
$20.2K - $25.3K
|
562
$81.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-188- 3.42% |
$20.3K - $25.4K
|
5.31K
$766K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-190- 0.58% |
$20.5K - $25.7K
|
32.3K
$4.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-195- 5.17% |
$21.1K - $26.4K
|
3.58K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-199- 0.16% |
$21.5K - $26.9K
|
128K
$18.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 13.16% |
$21.6K - $27.1K
|
1.32K
$191K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-201- 3.71% |
$21.7K - $27.2K
|
5.22K
$754K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-206- 2.04% |
$22.3K - $27.9K
|
9.91K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-211- 5.81% |
$22.8K - $28.5K
|
3.42K
$494K
|