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 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 51.22% |
$13.1K - $14.1K
|
100
$11.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-105- 2.53% |
$13.1K - $14.1K
|
4.05K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-117- 1.58% |
$14.6K - $15.7K
|
7.31K
$856K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-121- 1.44% |
$15.1K - $16.2K
|
8.31K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-128- 3.85% |
$16K - $17.1K
|
3.2K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-130- 2.57% |
$16.2K - $17.4K
|
4.92K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-132- 1.96% |
$16.4K - $17.7K
|
6.6K
$773K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-133- 6.09% |
$16.6K - $17.8K
|
2.05K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-133- 3.69% |
$16.6K - $17.8K
|
3.47K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-137- 4.09% |
$17.1K - $18.4K
|
3.21K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 2.7% |
$17.1K - $18.4K
|
4.94K
$579K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-138- 5.32% |
$17.2K - $18.5K
|
2.46K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-140- 1.64% |
$17.4K - $18.8K
|
8.39K
$982K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-141- 6.09% |
$17.6K - $18.9K
|
2.17K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-141- 1.96% |
$17.6K - $18.9K
|
7.06K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-144- 0.87% |
$17.9K - $19.3K
|
16.4K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-146- 0.58% |
$18.2K - $19.6K
|
25K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-147- 3.38% |
$18.3K - $19.7K
|
4.2K
$492K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-149- 1.04% |
$18.6K - $20K
|
14.2K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-149- 2.04% |
$18.6K - $20K
|
7.17K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-159- 1.76% |
$19.8K - $21.3K
|
8.88K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-161- 4.66% |
$20.1K - $21.6K
|
3.29K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-163- 34.46% |
$20.3K - $21.8K
|
310
$36.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-171- 3.76% |
$21.3K - $22.9K
|
4.37K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-174- 0.11% |
$21.7K - $23.3K
|
151K
$17.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-177- 9.35% |
$22.1K - $23.7K
|
1.72K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-177- 1.39% |
$22.1K - $23.7K
|
12.6K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-178- 1.89% |
$22.2K - $23.8K
|
9.24K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-183- 0.39% |
$22.8K - $24.5K
|
46.4K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-187- 0.29% |
$23.3K - $25.1K
|
65K
$7.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-187- 0.8% |
$23.3K - $25.1K
|
23.2K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-190- 4.66% |
$23.7K - $25.5K
|
3.88K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-192- 0.25% |
$23.9K - $25.7K
|
76.5K
$8.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-195- 3.01% |
$24.3K - $26.1K
|
6.28K
$735K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-197- 0.44% |
$24.5K - $26.4K
|
44.6K
$5.22M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-200- 1.26% |
$24.9K - $26.8K
|
15.7K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-206- 1.82% |
$25.7K - $27.6K
|
11.1K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-207- 2.95% |
$25.8K - $27.7K
|
6.8K
$797K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-209- 4.1% |
$26K - $28K
|
4.89K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-210- 5.65% |
$26.2K - $28.1K
|
3.51K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-212- 2.42% |
$26.4K - $28.4K
|
8.55K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-214- 8.08% |
$26.7K - $28.7K
|
2.44K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-227- 1.05% |
$28.3K - $30.4K
|
21.4K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-233- 3.68% |
$29K - $31.2K
|
6.1K
$714K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-248- 11.83% |
$30.9K - $33.2K
|
1.85K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-249- 2.06% |
$31K - $33.4K
|
11.8K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-256- 13.58% |
$31.9K - $34.3K
|
1.63K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-262- 3.93% |
$32.6K - $35.1K
|
6.4K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-278- 3.36% |
$34.6K - $37.2K
|
8K
$936K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-278- 1.57% |
$34.6K - $37.2K
|
17.4K
$2.04M
|