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 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.73K- 8.16% |
$215K - $231K
|
19.4K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.76K- 8.19% |
$219K - $236K
|
19.7K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.78K- 3.71% |
$222K - $239K
|
46.2K
$5.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.82K- 3.87% |
$227K - $244K
|
45.3K
$5.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.83K- 99.95% |
$228K - $245K
|
1
$117
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.88K- 26.24% |
$234K - $252K
|
5.28K
$619K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.9K- 26.12% |
$236K - $254K
|
5.36K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.02K- 6.9% |
$251K - $270K
|
27.2K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.06K- 7.67% |
$256K - $275K
|
24.8K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-2.09K- 21.51% |
$260K - $279K
|
7.61K
$891K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.15K- 3.48% |
$268K - $289K
|
59.8K
$7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.16K- 5.45% |
$269K - $290K
|
37.5K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.18K- 0.69% |
$272K - $293K
|
313K
$36.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.23K- 6.02% |
$278K - $299K
|
34.8K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.23K- 2.44% |
$278K - $299K
|
89.4K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.24K- 12.99% |
$279K - $300K
|
15K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.24K- 8.73% |
$279K - $300K
|
23.4K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.37K- 3.89% |
$296K - $318K
|
58.5K
$6.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.4K- 53.73% |
$299K - $322K
|
2.07K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 5.86% |
$308K - $331K
|
39.7K
$4.64M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.52K- 0.91% |
$314K - $337K
|
275K
$32.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.55K- 46.94% |
$318K - $341K
|
2.88K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.55K- 10.65% |
$318K - $342K
|
21.4K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.56K- 12.42% |
$319K - $343K
|
18K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.61K- 0.5% |
$325K - $350K
|
524K
$61.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.63K- 3.66% |
$327K - $352K
|
69.2K
$8.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.65K- 0.9% |
$331K - $355K
|
293K
$34.3M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-2.67K- 18.38% |
$333K - $358K
|
11.9K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.71K- 2.45% |
$338K - $363K
|
108K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.74K- 5.09% |
$341K - $367K
|
51K
$5.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.75K- 6.29% |
$343K - $368K
|
41K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2.78K- 3.33% |
$347K - $373K
|
80.8K
$9.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-2.83K- 47.79% |
$352K - $378K
|
3.09K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.89K- 3.17% |
$360K - $387K
|
88.4K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.92K- 9.33% |
$363K - $391K
|
28.4K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.93K- 22.17% |
$365K - $392K
|
10.3K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.97K- 19.01% |
$370K - $398K
|
12.7K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.98K- 17.5% |
$371K - $399K
|
14.1K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3K- 30.34% |
$374K - $402K
|
6.89K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.05K- 61.31% |
$380K - $409K
|
1.93K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.2K- 0.87% |
$399K - $428K
|
363K
$42.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.29K- 11.25% |
$410K - $441K
|
26K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.35K- 2.83% |
$417K - $449K
|
115K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.4K- 6.36% |
$423K - $455K
|
50K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.42K- 50.34% |
$426K - $458K
|
3.38K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.46K- 6.62% |
$431K - $464K
|
48.8K
$5.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.63K- 6.32% |
$453K - $487K
|
53.9K
$6.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.64K- 2.52% |
$453K - $487K
|
141K
$16.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.67K- 3.85% |
$458K - $492K
|
91.8K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-3.75K- 20.86% |
$468K - $503K
|
14.2K
$1.67M
|