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
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 90.0% |
$1.12K - $1.21K
|
1
$129
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$1.12K - $1.21K
|
5.33K
$687K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-9- 4.05% |
$1.12K - $1.21K
|
213
$27.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 1.3% |
$1.12K - $1.21K
|
685
$88.4K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9- 0.38% |
$1.12K - $1.21K
|
2.34K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11- 1.51% |
$1.37K - $1.47K
|
719
$92.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 0.44% |
$1.5K - $1.61K
|
2.69K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-15- 0.2% |
$1.87K - $2.01K
|
7.44K
$959K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-17- 0.5% |
$2.12K - $2.28K
|
3.37K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-19- 0.05% |
$2.37K - $2.55K
|
41.7K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-20- 0.5% |
$2.49K - $2.68K
|
3.97K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-20- 0.33% |
$2.49K - $2.68K
|
6.01K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-21- 0.23% |
$2.62K - $2.81K
|
9.14K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-21- 0.2% |
$2.62K - $2.81K
|
10.7K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-24- 0.14% |
$2.99K - $3.22K
|
17.5K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-24- 0.21% |
$2.99K - $3.22K
|
11.2K
$1.45M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-25- 0.46% |
$3.12K - $3.35K
|
5.42K
$699K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-25- 1.18% |
$3.12K - $3.35K
|
2.1K
$270K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-29- 1.17% |
$3.61K - $3.88K
|
2.45K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-30- 0.62% |
$3.74K - $4.02K
|
4.83K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31- 0.07% |
$3.86K - $4.15K
|
47.3K
$6.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-31- 0.97% |
$3.86K - $4.15K
|
3.15K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-33- 0.34% |
$4.11K - $4.42K
|
9.56K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-34- 1.39% |
$4.24K - $4.55K
|
2.4K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-36- 1.44% |
$4.49K - $4.82K
|
2.46K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-39- 1.12% |
$4.86K - $5.22K
|
3.44K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-39- 1.44% |
$4.86K - $5.22K
|
2.66K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-41- 5.34% |
$5.11K - $5.49K
|
727
$93.8K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43- 0.96% |
$5.36K - $5.76K
|
4.44K
$573K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-46- 1.68% |
$5.73K - $6.16K
|
2.69K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-46- 0.64% |
$5.73K - $6.16K
|
7.12K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-49- 10.23% |
$6.11K - $6.56K
|
430
$55.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-49- 2.06% |
$6.11K - $6.56K
|
2.34K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-53- 0.98% |
$6.6K - $7.1K
|
5.38K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-53- 3.28% |
$6.6K - $7.1K
|
1.56K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-55- 3.36% |
$6.85K - $7.37K
|
1.58K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-56- 7.63% |
$6.98K - $7.5K
|
678
$87.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-56- 0.5% |
$6.98K - $7.5K
|
11.1K
$1.43M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-59- 13.95% |
$7.35K - $7.9K
|
364
$46.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-60- 1.68% |
$7.48K - $8.04K
|
3.52K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-61- 0.49% |
$7.6K - $8.17K
|
12.4K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-61- 18.26% |
$7.6K - $8.17K
|
273
$35.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-61- 2.73% |
$7.6K - $8.17K
|
2.17K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-62- 1.89% |
$7.73K - $8.31K
|
3.21K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65- 1.33% |
$8.1K - $8.71K
|
4.81K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-68- 2.11% |
$8.47K - $9.11K
|
3.15K
$406K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 4.22% |
$8.72K - $9.38K
|
1.59K
$205K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-72- 2.16% |
$8.97K - $9.65K
|
3.26K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-75- 3.21% |
$9.35K - $10K
|
2.26K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-75- 2.86% |
$9.35K - $10K
|
2.55K
$329K
|