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 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-214- 4.36% |
$23.1K - $29K
|
4.7K
$679K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-215- 5.32% |
$23.2K - $29.1K
|
3.83K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-225- 20.64% |
$24.3K - $30.4K
|
865
$125K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 0.9% |
$24.3K - $30.4K
|
24.9K
$3.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-231- 5.22% |
$25K - $31.3K
|
4.19K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-235- 13.64% |
$25.4K - $31.8K
|
1.49K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-242- 4.88% |
$26.2K - $32.7K
|
4.71K
$681K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-244- 2.33% |
$26.4K - $33K
|
10.2K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-253- 4.12% |
$27.3K - $34.2K
|
5.89K
$851K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-254- 3.02% |
$27.4K - $34.4K
|
8.16K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-257- 3.68% |
$27.8K - $34.8K
|
6.73K
$973K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-262- 4.15% |
$28.3K - $35.4K
|
6.04K
$873K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 8.96% |
$29.1K - $36.4K
|
2.73K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-272- 9.44% |
$29.4K - $36.8K
|
2.61K
$377K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-277- 1.54% |
$29.9K - $37.5K
|
17.7K
$2.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-283- 8.15% |
$30.6K - $38.3K
|
3.19K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-283- 18.73% |
$30.6K - $38.3K
|
1.23K
$177K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-284- 1.19% |
$30.7K - $38.4K
|
23.6K
$3.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-297- 4.62% |
$32.1K - $40.2K
|
6.13K
$886K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-297- 2.97% |
$32.1K - $40.2K
|
9.71K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-305- 12.79% |
$33K - $41.3K
|
2.08K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-306- 14.14% |
$33.1K - $41.4K
|
1.86K
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-309- 9.94% |
$33.4K - $41.8K
|
2.8K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-309- 2.65% |
$33.4K - $41.8K
|
11.3K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-312- 2.06% |
$33.7K - $42.2K
|
14.8K
$2.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-343- 11.48% |
$37.1K - $46.4K
|
2.64K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-347- 10.36% |
$37.5K - $46.9K
|
3K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-360- 5.47% |
$38.9K - $48.7K
|
6.23K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-363- 8.56% |
$39.2K - $49.1K
|
3.88K
$560K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-365- 12.09% |
$39.4K - $49.4K
|
2.66K
$384K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-367- 11.46% |
$39.7K - $49.7K
|
2.84K
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-376- 8.55% |
$40.6K - $50.9K
|
4.02K
$581K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-385- 6.28% |
$41.6K - $52.1K
|
5.75K
$831K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-395- 3.84% |
$42.7K - $53.4K
|
9.89K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-398- 4.94% |
$43K - $53.8K
|
7.65K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-406- 12.63% |
$43.9K - $54.9K
|
2.81K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-415- 6.0% |
$44.8K - $56.1K
|
6.5K
$940K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-415- 25.86% |
$44.8K - $56.1K
|
1.19K
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-419- 10.71% |
$45.3K - $56.7K
|
3.5K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-422- 3.36% |
$45.6K - $57.1K
|
12.1K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-422- 1.58% |
$45.6K - $57.1K
|
26.3K
$3.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-427- 1.71% |
$46.1K - $57.8K
|
24.5K
$3.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-427- 3.03% |
$46.1K - $57.8K
|
13.7K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-430- 5.48% |
$46.5K - $58.2K
|
7.42K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-438- 7.17% |
$47.3K - $59.3K
|
5.67K
$819K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-442- 6.92% |
$47.8K - $59.8K
|
5.94K
$859K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-450- 16.91% |
$48.6K - $60.9K
|
2.21K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-464- 19.41% |
$50.1K - $62.8K
|
1.93K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-470- 6.66% |
$50.8K - $63.6K
|
6.59K
$952K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-472- 3.98% |
$51K - $63.9K
|
11.4K
$1.65M
|