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 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$748 - $804
|
5.04K
$661K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6+ 0.16% |
$748 - $804
|
3.67K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6New |
$748 - $804
|
6
$788
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.31% |
$623 - $670
|
1.6K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.56% |
$623 - $670
|
905
$119K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.1% |
$623 - $670
|
5.18K
$680K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$623 - $670
|
1.6K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$374 - $402
|
1.01K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.09% |
$374 - $402
|
3.32K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3+ 0.05% |
$374 - $402
|
6.02K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$249 - $268
|
1.84K
$241K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$249 - $268
|
555
$72.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.07% |
$249 - $268
|
2.88K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.24% |
$125 - $134
|
413
$54.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$125 - $134
|
2.5K
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.1% |
$125 - $134
|
954
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$125 - $134
|
4.96K
$652K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.06% |
$125 - $134
|
1.7K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2- 0.01% |
$249 - $268
|
15.5K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2- 1.98% |
$249 - $268
|
99
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2- 0.1% |
$249 - $268
|
1.92K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.15% |
$249 - $268
|
1.29K
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-3- 0.01% |
$374 - $402
|
31K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.1% |
$374 - $402
|
2.97K
$390K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4- 0.08% |
$498 - $536
|
4.99K
$655K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-4- 0.11% |
$498 - $536
|
3.59K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5- 0.26% |
$623 - $670
|
1.9K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-7- 0.33% |
$872 - $938
|
2.09K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 90.0% |
$1.12K - $1.21K
|
1
$131
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$1.12K - $1.21K
|
5.33K
$699K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-9- 4.05% |
$1.12K - $1.21K
|
213
$28K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 1.3% |
$1.12K - $1.21K
|
685
$89.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11- 1.51% |
$1.37K - $1.47K
|
719
$94.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 0.44% |
$1.5K - $1.61K
|
2.69K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-15- 0.2% |
$1.87K - $2.01K
|
7.44K
$976K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-19- 0.05% |
$2.37K - $2.55K
|
41.7K
$5.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-20- 0.33% |
$2.49K - $2.68K
|
6.01K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-20- 0.5% |
$2.49K - $2.68K
|
3.97K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-21- 0.2% |
$2.62K - $2.81K
|
10.7K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-21- 0.23% |
$2.62K - $2.81K
|
9.14K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-24- 0.14% |
$2.99K - $3.22K
|
17.5K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-24- 0.21% |
$2.99K - $3.22K
|
11.2K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-25- 1.18% |
$3.12K - $3.35K
|
2.1K
$275K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-29- 1.17% |
$3.61K - $3.88K
|
2.45K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-30- 0.62% |
$3.74K - $4.02K
|
4.83K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31- 0.07% |
$3.86K - $4.15K
|
47.3K
$6.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-31- 0.97% |
$3.86K - $4.15K
|
3.15K
$413K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-33- 0.34% |
$4.11K - $4.42K
|
9.56K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-34- 1.39% |
$4.24K - $4.55K
|
2.4K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-36- 1.44% |
$4.49K - $4.82K
|
2.46K
$323K
|