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 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11KNew |
$801K - $990K
|
11K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
10.7K+ 10.06% |
$781K - $964K
|
117K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 4.06% |
$775K - $957K
|
272K
$25.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.4K+ 1.26% |
$757K - $935K
|
836K
$77.3M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.98K+ 68.64% |
$729K - $900K
|
24.5K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
9.81K+ 190.16% |
$716K - $885K
|
15K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.79KNew |
$715K - $883K
|
9.79K
$906K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.71K+ 59.03% |
$709K - $876K
|
26.2K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.67KNew |
$706K - $872K
|
9.67K
$895K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.46K+ 36.44% |
$691K - $854K
|
35.4K
$3.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.34K+ 3.96% |
$682K - $843K
|
245K
$22.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.11K+ 72.01% |
$665K - $822K
|
21.8K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.19K+ 4.68% |
$598K - $739K
|
183K
$17M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.03K+ 2848.58% |
$587K - $725K
|
8.32K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.29K+ 2.62% |
$532K - $658K
|
286K
$26.4M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.25K+ 142.9% |
$529K - $654K
|
12.3K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.74K+ 2.26% |
$492K - $608K
|
305K
$28.2M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.72K+ 33.15% |
$491K - $606K
|
27K
$2.5M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
6.43K+ 32.77% |
$469K - $580K
|
26K
$2.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.33K+ 97.47% |
$462K - $571K
|
12.8K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
6.27K+ 22.85% |
$457K - $565K
|
33.7K
$3.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.06KNew |
$443K - $547K
|
6.06K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.93KNew |
$433K - $535K
|
5.93K
$549K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.76KNew |
$421K - $520K
|
5.76K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.71K+ 11.76% |
$417K - $515K
|
54.3K
$5.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.42K+ 9.23% |
$395K - $489K
|
64.1K
$5.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.39K+ 9.04% |
$394K - $487K
|
65.1K
$6.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.37K+ 12.56% |
$392K - $484K
|
48.1K
$4.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.11KNew |
$373K - $461K
|
5.11K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
5.02KNew |
$366K - $452K
|
5.02K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.72K+ 23.1% |
$345K - $426K
|
25.2K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.7K+ 393.3% |
$343K - $424K
|
5.89K
$545K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.56KNew |
$333K - $411K
|
4.56K
$421K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.29K+ 8.96% |
$313K - $387K
|
52.2K
$4.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.01KNew |
$293K - $362K
|
4.01K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 12.12% |
$292K - $361K
|
37K
$3.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.92K+ 2.28% |
$286K - $354K
|
176K
$16.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.69K+ 32.93% |
$270K - $333K
|
14.9K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.61K+ 88.86% |
$264K - $326K
|
7.68K
$710K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.39KNew |
$247K - $305K
|
3.39K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
3.35K+ 11.5% |
$244K - $302K
|
32.4K
$3M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.34K+ 14.35% |
$244K - $301K
|
26.6K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.34KNew |
$244K - $301K
|
3.34K
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.31K+ 5.7% |
$242K - $299K
|
61.4K
$5.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.23K+ 4.37% |
$236K - $292K
|
77.1K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.16K+ 10.99% |
$231K - $285K
|
31.9K
$2.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.15K+ 25.42% |
$230K - $284K
|
15.5K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.06K+ 24.79% |
$223K - $276K
|
15.4K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.02KNew |
$220K - $272K
|
3.02K
$279K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.01KNew |
$219K - $271K
|
3.01K
$278K
|