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 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.24K- 50.58% |
$303K - $327K
|
2.19K
$317K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.25K- 2.99% |
$304K - $329K
|
73.3K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.26K- 5.09% |
$305K - $330K
|
42.1K
$6.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.43K- 3.04% |
$327K - $354K
|
77.5K
$11.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.43K- 33.61% |
$328K - $354K
|
4.8K
$693K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.64K- 19.93% |
$492K - $531K
|
14.6K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.61K- 15.47% |
$623K - $673K
|
25.2K
$3.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.91K- 37.68% |
$1.2M - $1.3M
|
14.7K
$2.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.3K- 11.77% |
$1.52M - $1.65M
|
84.7K
$12.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-14.4K- 52.44% |
$1.94M - $2.1M
|
13.1K
$1.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-25.2K- 7.96% |
$3.41M - $3.68M
|
292K
$42.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.3K- 5.94% |
$3.41M - $3.69M
|
400K
$57.9M
|