Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-400- 8.3% |
$49.8K - $53.6K
|
4.42K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-400- 5.06% |
$49.8K - $53.6K
|
7.5K
$984K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-412- 5.18% |
$51.3K - $55.2K
|
7.55K
$991K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-420- 29.23% |
$52.3K - $56.3K
|
1.02K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-426- 5.58% |
$53.1K - $57.1K
|
7.21K
$947K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-438- 6.56% |
$54.6K - $58.7K
|
6.24K
$819K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-452- 12.12% |
$56.3K - $60.5K
|
3.28K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-456- 3.65% |
$56.8K - $61.1K
|
12K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-462- 4.7% |
$57.6K - $61.9K
|
9.37K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-472- 0.66% |
$58.8K - $63.2K
|
71.3K
$9.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-484- 2.75% |
$60.3K - $64.8K
|
17.1K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-495- 2.97% |
$61.7K - $66.3K
|
16.2K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-515- 5.23% |
$64.2K - $69K
|
9.34K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-524- 6.05% |
$65.3K - $70.2K
|
8.14K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-530- 6.31% |
$66K - $71K
|
7.87K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-535- 10.59% |
$66.7K - $71.7K
|
4.52K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-537- 3.85% |
$66.9K - $71.9K
|
13.4K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-538- 4.17% |
$67K - $72.1K
|
12.4K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-541- 8.92% |
$67.4K - $72.5K
|
5.53K
$725K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-574- 6.78% |
$71.5K - $76.9K
|
7.89K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-579- 10.51% |
$72.1K - $77.6K
|
4.93K
$647K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-583- 5.61% |
$72.6K - $78.1K
|
9.81K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-583- 2.22% |
$72.6K - $78.1K
|
25.7K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-591- 15.97% |
$73.6K - $79.2K
|
3.11K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-593- 0.5% |
$73.9K - $79.4K
|
117K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-596- 5.86% |
$74.3K - $79.8K
|
9.57K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-598- 7.01% |
$74.5K - $80.1K
|
7.93K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-610- 2.43% |
$76K - $81.7K
|
24.5K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-610- 10.01% |
$76K - $81.7K
|
5.48K
$720K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-622- 14.97% |
$77.5K - $83.3K
|
3.53K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-639- 8.8% |
$79.6K - $85.6K
|
6.62K
$869K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-644- 5.27% |
$80.2K - $86.3K
|
11.6K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-646- 1.37% |
$80.5K - $86.5K
|
46.3K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-666- 13.48% |
$83K - $89.2K
|
4.27K
$561K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-677- 6.51% |
$84.4K - $90.7K
|
9.73K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-684- 4.52% |
$85.2K - $91.6K
|
14.4K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-708- 13.41% |
$88.2K - $94.8K
|
4.57K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-732- 2.17% |
$91.2K - $98.1K
|
33K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-743- 6.92% |
$92.6K - $99.5K
|
9.99K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-754- 2.13% |
$94K - $101K
|
34.6K
$4.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-755- 17.57% |
$94.1K - $101K
|
3.54K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-759- 30.37% |
$94.6K - $102K
|
1.74K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-760- 1.35% |
$94.7K - $102K
|
55.5K
$7.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-773- 9.88% |
$96.3K - $104K
|
7.05K
$926K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-778- 12.9% |
$96.9K - $104K
|
5.25K
$690K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-780- 12.73% |
$97.2K - $104K
|
5.35K
$702K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-784- 1.35% |
$97.7K - $105K
|
57.2K
$7.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-795- 2.64% |
$99.1K - $106K
|
29.4K
$3.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 77.81% |
$100K - $108K
|
229
$30.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-825- 6.48% |
$103K - $111K
|
11.9K
$1.56M
|