Purchases and Sales Made in Q3 2025 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
56.8K+ 34.19% |
$7.66M - $8.29M
|
223K
$32.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37K+ 14.29% |
$4.99M - $5.39M
|
296K
$42.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
26.9K+ 15.01% |
$3.63M - $3.93M
|
206K
$29.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Members Capital Advisors Inc
|
BUY
|
- |
19.4K+ 372.28% |
$2.61M - $2.83M
|
24.6K
$3.55M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
13.1K+ 4.72% |
$1.77M - $1.92M
|
292K
$42.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.21K+ 9.38% |
$1.11M - $1.2M
|
95.7K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.55K+ 23.96% |
$884K - $955K
|
33.9K
$4.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.24K+ 34.0% |
$841K - $909K
|
24.6K
$3.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
4.76KNew |
$643K - $695K
|
4.76K
$688K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.46K+ 45.94% |
$602K - $651K
|
14.2K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
4.21K+ 40.74% |
$568K - $614K
|
14.5K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.99K+ 10.99% |
$538K - $581K
|
40.2K
$5.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.53KNew |
$476K - $515K
|
3.53K
$510K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.1K+ 2.78% |
$418K - $452K
|
114K
$16.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.07K+ 13.0% |
$414K - $447K
|
26.6K
$3.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.9K+ 34.61% |
$391K - $423K
|
11.3K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.63K+ 17.7% |
$355K - $384K
|
17.5K
$2.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.35K+ 79.32% |
$317K - $342K
|
5.31K
$767K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.92KNew |
$259K - $280K
|
1.92K
$277K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.85KNew |
$249K - $270K
|
1.85K
$267K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.75KNew |
$236K - $256K
|
1.75K
$253K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 4.81% |
$235K - $254K
|
37.9K
$5.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.66KNew |
$224K - $242K
|
1.66K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.64K+ 2.93% |
$221K - $239K
|
57.5K
$8.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.61K+ 20.92% |
$217K - $234K
|
9.28K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.49K+ 8.39% |
$201K - $217K
|
19.2K
$2.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.45K+ 13.88% |
$195K - $211K
|
11.9K
$1.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.43KNew |
$192K - $208K
|
1.43K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.4KNew |
$189K - $204K
|
1.4K
$202K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.39KNew |
$188K - $203K
|
1.39K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.37K+ 12.27% |
$185K - $200K
|
12.5K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.27K+ 19.35% |
$172K - $185K
|
7.84K
$1.13M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.11K+ 43.17% |
$149K - $161K
|
3.67K
$530K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
966+ 1.5% |
$130K - $141K
|
65.2K
$9.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
962+ 2.2% |
$130K - $140K
|
44.7K
$6.45M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
922+ 15.03% |
$124K - $134K
|
7.06K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
874+ 496.59% |
$118K - $127K
|
1.05K
$152K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600+ 14.39% |
$81K - $87.5K
|
4.77K
$689K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
594+ 3.41% |
$80.2K - $86.6K
|
18K
$2.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
436+ 5.88% |
$58.8K - $63.6K
|
7.85K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
428+ 5.97% |
$57.8K - $62.4K
|
7.6K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
421+ 1.77% |
$56.8K - $61.4K
|
24.2K
$3.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
413+ 0.71% |
$55.7K - $60.2K
|
58.5K
$8.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
379+ 1.93% |
$51.1K - $55.3K
|
20K
$2.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
372+ 3.11% |
$50.2K - $54.3K
|
12.3K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
360+ 4.41% |
$48.6K - $52.5K
|
8.53K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
345+ 1.61% |
$46.6K - $50.3K
|
21.8K
$3.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
326+ 8.11% |
$44K - $47.6K
|
4.34K
$628K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
324+ 7.38% |
$43.7K - $47.3K
|
4.72K
$682K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
319+ 0.76% |
$43K - $46.5K
|
42.1K
$6.08M
|