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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
249K+ 1289.15% |
$18.2M - $22.4M
|
268K
$24.5M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
63.9K+ 276.9% |
$4.66M - $5.76M
|
86.9K
$7.93M
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
52.1K+ 37.32% |
$3.81M - $4.7M
|
192K
$17.5M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
38.6K+ 111.21% |
$2.82M - $3.49M
|
73.4K
$6.7M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
35.3K+ 53.72% |
$2.58M - $3.19M
|
101K
$9.23M
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
18.1KNew |
$1.33M - $1.64M
|
18.1K
$1.66M
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
15.9K+ 4.26% |
$1.16M - $1.44M
|
390K
$35.6M
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11.8K+ 3.81% |
$858K - $1.06M
|
320K
$29.2M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11KNew |
$801K - $990K
|
11K
$1M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.4K+ 1.26% |
$757K - $935K
|
836K
$76.2M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.79KNew |
$715K - $883K
|
9.79K
$893K
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.71K+ 59.03% |
$709K - $876K
|
26.2K
$2.39M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.67KNew |
$706K - $872K
|
9.67K
$882K
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.46K+ 36.44% |
$691K - $854K
|
35.4K
$3.23M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.34K+ 3.96% |
$682K - $843K
|
245K
$22.4M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.11K+ 72.01% |
$665K - $822K
|
21.8K
$1.98M
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.19K+ 4.68% |
$598K - $739K
|
183K
$16.7M
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.74K+ 2.26% |
$492K - $608K
|
305K
$27.8M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.72K+ 33.15% |
$491K - $606K
|
27K
$2.46M
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
6.43K+ 32.77% |
$469K - $580K
|
26K
$2.38M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.76KNew |
$421K - $520K
|
5.76K
$526K
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.39K+ 9.04% |
$394K - $487K
|
65.1K
$5.94M
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.92K+ 2.28% |
$286K - $354K
|
176K
$16.1M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.34K+ 14.35% |
$244K - $301K
|
26.6K
$2.43M
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.31K+ 5.7% |
$242K - $299K
|
61.4K
$5.6M
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.15K+ 25.42% |
$230K - $284K
|
15.5K
$1.42M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3KNew |
$219K - $270K
|
3K
$273K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.56KNew |
$187K - $231K
|
2.56K
$234K
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.55KNew |
$186K - $230K
|
2.55K
$232K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.48K+ 1.28% |
$181K - $224K
|
197K
$18M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.45K+ 8.28% |
$179K - $221K
|
32.1K
$2.93M
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.41KNew |
$176K - $217K
|
2.41K
$220K
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.4KNew |
$175K - $216K
|
2.4K
$219K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$170K - $210K
|
2.33K
$213K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.31KNew |
$169K - $208K
|
2.31K
$211K
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.3K+ 13.43% |
$168K - $207K
|
19.4K
$1.77M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.29KNew |
$167K - $207K
|
2.29K
$209K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.27KNew |
$166K - $205K
|
2.27K
$208K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 39.8% |
$149K - $184K
|
7.17K
$654K
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2K+ 6.24% |
$146K - $180K
|
34K
$3.1M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.77K+ 7.62% |
$129K - $160K
|
25K
$2.29M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.62K+ 8.95% |
$119K - $147K
|
19.8K
$1.8M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 21.47% |
$107K - $133K
|
8.32K
$759K
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.45K+ 1.74% |
$106K - $131K
|
84.8K
$7.74M
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.28K+ 12.28% |
$93.8K - $116K
|
11.7K
$1.07M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.26K+ 10.11% |
$91.9K - $113K
|
13.7K
$1.25M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 7.84% |
$80.9K - $100K
|
15.2K
$1.39M
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.08KNew |
$78.5K - $97K
|
1.08K
$98.1K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.04K+ 6.73% |
$76.2K - $94.2K
|
16.6K
$1.51M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
800New |
$58.4K - $72.2K
|
800
$73K
|