Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGD)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
272K+ 4.77% |
$20.5M - $22.7M
|
5.96M
$478M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
134KNew |
$10.1M - $11.2M
|
134K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
79KNew |
$5.97M - $6.59M
|
79K
$6.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
49.1K+ 6.12% |
$3.72M - $4.1M
|
851K
$68.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
44.4KNew |
$3.36M - $3.71M
|
44.4K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
35.1K+ 40.5% |
$2.65M - $2.93M
|
122K
$9.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$2.2M - $2.43M
|
29.1K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
23.1KNew |
$1.75M - $1.93M
|
23.1K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22.4K+ 12.28% |
$1.7M - $1.87M
|
205K
$16.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.9K+ 9.38% |
$1.51M - $1.66M
|
232K
$18.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
18.8K+ 4.84% |
$1.42M - $1.57M
|
407K
$32.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.9K+ 12.93% |
$1.12M - $1.24M
|
130K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
12.1KNew |
$912K - $1.01M
|
12.1K
$966K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.67K+ 18.4% |
$731K - $807K
|
62.2K
$4.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.49KNew |
$642K - $708K
|
8.49K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.15K+ 17.54% |
$616K - $680K
|
54.6K
$4.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.86KNew |
$595K - $656K
|
7.86K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.56K+ 6.91% |
$572K - $631K
|
117K
$9.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.86K+ 6.42% |
$519K - $573K
|
114K
$9.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.66K+ 130.31% |
$504K - $556K
|
11.8K
$944K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.19K+ 110.43% |
$469K - $517K
|
11.8K
$946K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
6.04K+ 23.73% |
$457K - $504K
|
31.5K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.8K+ 2.01% |
$439K - $484K
|
295K
$23.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.01K+ 26.21% |
$379K - $418K
|
24.1K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
5K+ 0.42% |
$379K - $418K
|
1.2M
$96.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
4.64KNew |
$351K - $387K
|
4.64K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.44K+ 29.32% |
$336K - $370K
|
19.6K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.26KNew |
$322K - $356K
|
4.26K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.25K+ 4.66% |
$322K - $355K
|
95.5K
$7.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.21K+ 14.58% |
$319K - $352K
|
33.1K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 41.56% |
$314K - $347K
|
14.2K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.08KNew |
$308K - $340K
|
4.08K
$327K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.88K+ 16.57% |
$294K - $324K
|
27.3K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
3.67K+ 18.41% |
$278K - $306K
|
23.6K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.55KNew |
$268K - $296K
|
3.55K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.53KNew |
$267K - $294K
|
3.53K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
3.5KNew |
$265K - $292K
|
3.5K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.37KNew |
$255K - $281K
|
3.37K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.33K+ 1.37% |
$252K - $278K
|
247K
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.2K+ 12.01% |
$242K - $267K
|
29.9K
$2.39M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.16K+ 75.17% |
$239K - $264K
|
7.37K
$591K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.1K+ 12.37% |
$235K - $259K
|
28.2K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.08K+ 5.64% |
$233K - $257K
|
57.7K
$4.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.08K+ 7.92% |
$233K - $257K
|
42K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$232K - $256K
|
3.06K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.02K+ 17.91% |
$229K - $252K
|
19.9K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.99KNew |
$226K - $249K
|
2.99K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.63KNew |
$199K - $219K
|
2.63K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.45K+ 1.49% |
$185K - $204K
|
167K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.3K+ 54.1% |
$174K - $192K
|
6.56K
$526K
|