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 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-81- 3.09% |
$10.9K - $11.8K
|
2.54K
$368K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-82- 2.33% |
$11.1K - $12K
|
3.43K
$496K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-86- 1.22% |
$11.6K - $12.5K
|
6.94K
$1M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-87- 2.94% |
$11.7K - $12.7K
|
2.88K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-90- 0.49% |
$12.1K - $13.1K
|
18.3K
$2.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-98- 4.42% |
$13.2K - $14.3K
|
2.12K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-108- 0.61% |
$14.6K - $15.8K
|
17.6K
$2.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-125- 0.48% |
$16.9K - $18.2K
|
25.8K
$3.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-128- 1.83% |
$17.3K - $18.7K
|
6.88K
$994K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-159- 0.69% |
$21.5K - $23.2K
|
23K
$3.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-181- 0.74% |
$24.4K - $26.4K
|
24.3K
$3.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-210- 3.28% |
$28.3K - $30.6K
|
6.19K
$894K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-211- 2.58% |
$28.5K - $30.8K
|
7.95K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-223- 8.43% |
$30.1K - $32.5K
|
2.42K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-244- 1.88% |
$32.9K - $35.6K
|
12.7K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-260- 1.71% |
$35.1K - $37.9K
|
14.9K
$2.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-285- 11.17% |
$38.5K - $41.6K
|
2.27K
$328K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-309- 4.17% |
$41.7K - $45.1K
|
7.11K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-355- 3.8% |
$47.9K - $51.8K
|
9K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-377- 8.68% |
$50.9K - $55K
|
3.97K
$573K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-393- 4.69% |
$53K - $57.3K
|
8K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-393- 9.86% |
$53K - $57.3K
|
3.59K
$519K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-416- 3.05% |
$56.1K - $60.7K
|
13.2K
$1.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-449- 7.1% |
$60.6K - $65.5K
|
5.88K
$849K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-466- 11.9% |
$62.9K - $68K
|
3.45K
$498K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-521- 2.15% |
$70.3K - $76K
|
23.7K
$3.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-525- 4.31% |
$70.8K - $76.6K
|
11.7K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-525- 8.79% |
$70.8K - $76.6K
|
5.45K
$787K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-541- 4.77% |
$73K - $78.9K
|
10.8K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-571- 1.15% |
$77.1K - $83.3K
|
49.1K
$7.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-670- 12.94% |
$90.4K - $97.7K
|
4.51K
$651K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-702- 94.74% |
$94.7K - $102K
|
39
$5.63K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-705- 17.61% |
$95.1K - $103K
|
3.3K
$476K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-726- 1.46% |
$98K - $106K
|
49.1K
$7.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-734- 4.46% |
$99K - $107K
|
15.7K
$2.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-749- 4.88% |
$101K - $109K
|
14.6K
$2.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-786- 0.46% |
$106K - $115K
|
170K
$24.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-929- 3.1% |
$125K - $136K
|
29.1K
$4.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.04K- 1.09% |
$140K - $151K
|
94.4K
$13.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.08K- 40.53% |
$145K - $157K
|
1.58K
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.17K- 10.55% |
$157K - $170K
|
9.88K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.35K- 4.18% |
$182K - $197K
|
30.9K
$4.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.4K- 8.59% |
$189K - $204K
|
14.9K
$2.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.51K- 5.61% |
$203K - $220K
|
25.3K
$3.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.51K- 15.83% |
$204K - $220K
|
8.03K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 2.4% |
$218K - $235K
|
65.7K
$9.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.72K- 1.36% |
$232K - $250K
|
124K
$17.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 11.56% |
$254K - $275K
|
14.4K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.9K- 2.4% |
$256K - $276K
|
76.9K
$11.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 5.95% |
$300K - $324K
|
35.2K
$5.08M
|