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 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
282+ 8.77% |
$35.1K - $37.8K
|
3.5K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
279+ 5.17% |
$34.8K - $37.4K
|
5.67K
$745K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
276+ 0.21% |
$34.4K - $37K
|
130K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
275+ 21.28% |
$34.3K - $36.8K
|
1.57K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
273+ 1.36% |
$34K - $36.6K
|
20.3K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
268New |
$33.4K - $35.9K
|
268
$35.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
265New |
$33K - $35.5K
|
265
$34.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
260+ 10.25% |
$32.4K - $34.8K
|
2.8K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
246+ 3.92% |
$30.7K - $33K
|
6.52K
$856K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
240+ 1.41% |
$29.9K - $32.2K
|
17.3K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
237+ 1.98% |
$29.5K - $31.7K
|
12.2K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
232+ 2.73% |
$28.9K - $31.1K
|
8.73K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
231+ 2.99% |
$28.8K - $30.9K
|
7.95K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
230+ 1.37% |
$28.7K - $30.8K
|
17K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
221+ 9.27% |
$27.5K - $29.6K
|
2.61K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
210+ 6.66% |
$26.2K - $28.1K
|
3.36K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
207+ 2.04% |
$25.8K - $27.7K
|
10.4K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
203+ 9.6% |
$25.3K - $27.2K
|
2.32K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
192+ 1.86% |
$23.9K - $25.7K
|
10.5K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
190+ 8.36% |
$23.7K - $25.5K
|
2.46K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
190New |
$23.7K - $25.5K
|
190
$24.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
188New |
$23.4K - $25.2K
|
188
$24.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
177+ 21.85% |
$22.1K - $23.7K
|
987
$130K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
165+ 1.18% |
$20.6K - $22.1K
|
14.1K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
164+ 56.36% |
$20.4K - $22K
|
455
$59.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
156+ 11.85% |
$19.4K - $20.9K
|
1.47K
$193K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
153+ 7.34% |
$19.1K - $20.5K
|
2.24K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
152+ 2.14% |
$18.9K - $20.4K
|
7.26K
$953K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$18.7K - $20.1K
|
150
$19.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
149New |
$18.6K - $20K
|
149
$19.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148+ 18.05% |
$18.4K - $19.8K
|
968
$127K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$18.1K - $19.4K
|
145
$19K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
143+ 0.92% |
$17.8K - $19.2K
|
15.7K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
137New |
$17.1K - $18.4K
|
137
$18K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
136+ 4.31% |
$16.9K - $18.2K
|
3.29K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
135+ 2.74% |
$16.8K - $18.1K
|
5.07K
$665K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
132New |
$16.4K - $17.7K
|
132
$17.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
120+ 0.89% |
$15K - $16.1K
|
13.6K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
111+ 4.45% |
$13.8K - $14.9K
|
2.61K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
108+ 0.92% |
$13.5K - $14.5K
|
11.8K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
108+ 80.6% |
$13.5K - $14.5K
|
242
$31.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
106+ 0.23% |
$13.2K - $14.2K
|
46K
$6.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
105+ 0.56% |
$13.1K - $14.1K
|
18.8K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
103+ 5.38% |
$12.8K - $13.8K
|
2.02K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
103+ 0.66% |
$12.8K - $13.8K
|
15.6K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
96+ 1.53% |
$12K - $12.9K
|
6.37K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
96+ 4.07% |
$12K - $12.9K
|
2.46K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
85+ 3.48% |
$10.6K - $11.4K
|
2.53K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
84+ 0.02% |
$10.5K - $11.3K
|
377K
$49.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
82+ 0.68% |
$10.2K - $11K
|
12.1K
$1.58M
|