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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-39- 1.12% |
$4.86K - $5.22K
|
3.44K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-39- 1.44% |
$4.86K - $5.22K
|
2.66K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-41- 5.34% |
$5.11K - $5.49K
|
727
$95.4K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43- 0.96% |
$5.36K - $5.76K
|
4.44K
$583K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-46- 1.68% |
$5.73K - $6.16K
|
2.69K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-46- 0.64% |
$5.73K - $6.16K
|
7.12K
$934K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-49- 2.06% |
$6.11K - $6.56K
|
2.34K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-49- 10.23% |
$6.11K - $6.56K
|
430
$56.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-53- 0.98% |
$6.6K - $7.1K
|
5.38K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-53- 3.28% |
$6.6K - $7.1K
|
1.56K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-55- 3.36% |
$6.85K - $7.37K
|
1.58K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-56- 7.63% |
$6.98K - $7.5K
|
678
$89K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-56- 0.5% |
$6.98K - $7.5K
|
11.1K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-60- 1.68% |
$7.48K - $8.04K
|
3.52K
$462K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-61- 2.73% |
$7.6K - $8.17K
|
2.17K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-61- 0.49% |
$7.6K - $8.17K
|
12.4K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-61- 18.26% |
$7.6K - $8.17K
|
273
$35.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-62- 1.89% |
$7.73K - $8.31K
|
3.21K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65- 1.33% |
$8.1K - $8.71K
|
4.81K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-68- 2.11% |
$8.47K - $9.11K
|
3.15K
$414K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 4.22% |
$8.72K - $9.38K
|
1.59K
$209K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-72- 2.16% |
$8.97K - $9.65K
|
3.26K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-75- 2.86% |
$9.35K - $10K
|
2.55K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-75- 3.21% |
$9.35K - $10K
|
2.26K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-76- 11.46% |
$9.47K - $10.2K
|
587
$77K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-78- 2.46% |
$9.72K - $10.4K
|
3.09K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-84- 3.76% |
$10.5K - $11.3K
|
2.15K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-90- 1.99% |
$11.2K - $12.1K
|
4.43K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-95- 4.04% |
$11.8K - $12.7K
|
2.26K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-100- 1.63% |
$12.5K - $13.4K
|
6.04K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 1.94% |
$12.5K - $13.4K
|
5.07K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-103- 3.47% |
$12.8K - $13.8K
|
2.87K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-105- 2.53% |
$13.1K - $14.1K
|
4.05K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 51.22% |
$13.1K - $14.1K
|
100
$13.1K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-117- 1.58% |
$14.6K - $15.7K
|
7.31K
$960K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-121- 1.44% |
$15.1K - $16.2K
|
8.31K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-128- 3.85% |
$16K - $17.1K
|
3.2K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-130- 2.57% |
$16.2K - $17.4K
|
4.92K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-132- 1.96% |
$16.4K - $17.7K
|
6.6K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-133- 3.69% |
$16.6K - $17.8K
|
3.47K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-133- 6.09% |
$16.6K - $17.8K
|
2.05K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-137- 4.09% |
$17.1K - $18.4K
|
3.21K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 2.7% |
$17.1K - $18.4K
|
4.94K
$649K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-138- 5.32% |
$17.2K - $18.5K
|
2.46K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-140- 1.64% |
$17.4K - $18.8K
|
8.39K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-141- 1.96% |
$17.6K - $18.9K
|
7.06K
$926K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-141- 6.09% |
$17.6K - $18.9K
|
2.17K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-144- 0.87% |
$17.9K - $19.3K
|
16.4K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-146- 0.58% |
$18.2K - $19.6K
|
25K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-147- 3.38% |
$18.3K - $19.7K
|
4.2K
$551K
|