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 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
255+ 6.91% |
$34.4K - $37.2K
|
3.95K
$570K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
215+ 3.98% |
$29K - $31.4K
|
5.62K
$812K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
197+ 1.25% |
$26.6K - $28.7K
|
16K
$2.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
168+ 15.63% |
$22.7K - $24.5K
|
1.24K
$180K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
168+ 12.06% |
$22.7K - $24.5K
|
1.56K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
162+ 4.64% |
$21.9K - $23.6K
|
3.66K
$528K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
161+ 3.24% |
$21.7K - $23.5K
|
5.14K
$742K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
146+ 49.49% |
$19.7K - $21.3K
|
441
$63.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
139+ 0.68% |
$18.8K - $20.3K
|
20.4K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
128+ 4.35% |
$17.3K - $18.7K
|
3.07K
$444K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
103+ 0.07% |
$13.9K - $15K
|
152K
$21.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
103New |
$13.9K - $15K
|
103
$14.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
77+ 2.87% |
$10.4K - $11.2K
|
2.76K
$399K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
62+ 4.84% |
$8.37K - $9.04K
|
1.34K
$194K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
50+ 1.7% |
$6.75K - $7.29K
|
3K
$433K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41+ 0.2% |
$5.53K - $5.98K
|
20.3K
$2.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41+ 2.12% |
$5.53K - $5.98K
|
1.97K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 0.38% |
$5.26K - $5.69K
|
10.4K
$1.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26+ 0.35% |
$3.51K - $3.79K
|
7.38K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
21+ 0.2% |
$2.83K - $3.06K
|
10.4K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.97% |
$2.7K - $2.92K
|
2.08K
$301K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19+ 0.16% |
$2.56K - $2.77K
|
12.1K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.44% |
$2.56K - $2.77K
|
4.29K
$620K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16+ 0.12% |
$2.16K - $2.33K
|
13.7K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
14+ 0.16% |
$1.89K - $2.04K
|
8.79K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12+ 0.18% |
$1.62K - $1.75K
|
6.64K
$959K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
12+ 0.73% |
$1.62K - $1.75K
|
1.65K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11+ 0.23% |
$1.48K - $1.6K
|
4.76K
$687K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
8+ 0.25% |
$1.08K - $1.17K
|
3.27K
$472K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$810 - $875
|
14.9K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6+ 0.19% |
$810 - $875
|
3.22K
$466K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 5.21% |
$675 - $729
|
101
$14.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4+ 0.09% |
$540 - $583
|
4.61K
$666K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.25% |
$540 - $583
|
1.58K
$228K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.04% |
$270 - $292
|
4.61K
$666K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$135 - $146
|
559
$80.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$135 - $146
|
3.65K
$527K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.03% |
$135 - $146
|
2.93K
$423K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3- 0.04% |
$405 - $438
|
6.74K
$974K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4- 0.07% |
$540 - $583
|
5.69K
$822K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5- 0.3% |
$675 - $729
|
1.65K
$238K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-21- 1.16% |
$2.83K - $3.06K
|
1.79K
$259K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-23- 0.12% |
$3.1K - $3.35K
|
19.8K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-24- 0.31% |
$3.24K - $3.5K
|
7.65K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-44- 0.46% |
$5.94K - $6.42K
|
9.45K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 1.81% |
$6.75K - $7.29K
|
2.72K
$393K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-51- 1.19% |
$6.88K - $7.44K
|
4.25K
$613K
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-55- 0.46% |
$7.42K - $8.02K
|
11.9K
$1.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-67- 2.74% |
$9.04K - $9.77K
|
2.38K
$343K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-70- 3.4% |
$9.45K - $10.2K
|
1.99K
$288K
|