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 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-8.72K- 8.68% |
$1.09M - $1.17M
|
91.7K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.75K- 61.21% |
$1.22M - $1.31M
|
6.18K
$811K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.79K- 1.9% |
$1.22M - $1.31M
|
505K
$66.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.94K- 31.55% |
$1.24M - $1.33M
|
21.6K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10.9K- 66.26% |
$1.36M - $1.46M
|
5.54K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-11.2K- 67.12% |
$1.4M - $1.5M
|
5.49K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.7K- 58.49% |
$1.45M - $1.56M
|
8.28K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.1K- 54.66% |
$1.51M - $1.62M
|
10K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.8K- 52.2% |
$1.59M - $1.71M
|
11.7K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-13.5K- 48.14% |
$1.68M - $1.81M
|
14.5K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.1K- 0.67% |
$1.88M - $2.02M
|
2.25M
$295M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.6K- 75.3% |
$2.19M - $2.35M
|
5.76K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.8K- 5.29% |
$2.22M - $2.39M
|
319K
$41.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.2K- 83.52% |
$2.27M - $2.44M
|
3.6K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.9K- 15.15% |
$2.35M - $2.53M
|
106K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-21.2K- 49.53% |
$2.64M - $2.84M
|
21.6K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.9K- 15.31% |
$2.98M - $3.2M
|
132K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-24.1K- 4.22% |
$3.01M - $3.23M
|
548K
$71.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.6K- 12.32% |
$3.81M - $4.09M
|
217K
$28.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-39K- 77.23% |
$4.86M - $5.22M
|
11.5K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-40.7K- 1.23% |
$5.07M - $5.45M
|
3.28M
$430M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-42.5K- 68.16% |
$5.3M - $5.7M
|
19.9K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-91.2K- 48.97% |
$11.4M - $12.2M
|
95K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-107K- 1.89% |
$13.4M - $14.4M
|
5.57M
$731M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-110K- 21.07% |
$13.7M - $14.7M
|
411K
$53.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-116K- 92.86% |
$14.5M - $15.6M
|
8.95K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-228K- 29.71% |
$28.5M - $30.6M
|
540K
$70.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-457K- 3.37% |
$57M - $61.3M
|
13.1M
$1.72B
|