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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3KNew |
$219K - $271K
|
3K
$278K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3KNew |
$219K - $270K
|
3K
$277K
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.94K+ 65.26% |
$214K - $265K
|
7.44K
$688K
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.89KNew |
$211K - $261K
|
2.89K
$267K
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.85KNew |
$208K - $257K
|
2.85K
$264K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.85K+ 7.56% |
$208K - $257K
|
40.5K
$3.74M
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.76K+ 8.88% |
$202K - $249K
|
33.9K
$3.13M
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.76K+ 9.98% |
$201K - $249K
|
30.4K
$2.81M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.64KNew |
$193K - $238K
|
2.64K
$244K
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.64K+ 8.16% |
$193K - $238K
|
35K
$3.23M
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.59KNew |
$189K - $234K
|
2.59K
$240K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.56KNew |
$187K - $231K
|
2.56K
$237K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.55K+ 22.51% |
$186K - $230K
|
13.9K
$1.29M
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.55K+ 46.59% |
$186K - $230K
|
8.03K
$743K
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.55KNew |
$186K - $230K
|
2.55K
$236K
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.53K+ 21.01% |
$185K - $228K
|
14.6K
$1.35M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.53KNew |
$185K - $228K
|
2.53K
$234K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.48K+ 1.28% |
$181K - $224K
|
197K
$18.2M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.45K+ 8.28% |
$179K - $221K
|
32.1K
$2.97M
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.43KNew |
$178K - $220K
|
2.43K
$225K
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.41KNew |
$176K - $217K
|
2.41K
$223K
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.4KNew |
$175K - $216K
|
2.4K
$222K
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.37KNew |
$173K - $214K
|
2.37K
$219K
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.35KNew |
$172K - $212K
|
2.35K
$218K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$170K - $210K
|
2.33K
$216K
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.33KNew |
$170K - $210K
|
2.33K
$215K
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.33K+ 13.14% |
$170K - $210K
|
20K
$1.85M
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.32KNew |
$169K - $209K
|
2.32K
$214K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.31KNew |
$169K - $208K
|
2.31K
$214K
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.3K+ 13.43% |
$168K - $207K
|
19.4K
$1.8M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.29KNew |
$167K - $207K
|
2.29K
$212K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.27KNew |
$166K - $205K
|
2.27K
$210K
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.27KNew |
$166K - $205K
|
2.27K
$210K
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.26KNew |
$165K - $204K
|
2.26K
$209K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 39.8% |
$149K - $184K
|
7.17K
$663K
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2K+ 6.24% |
$146K - $180K
|
34K
$3.14M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.98K+ 54.42% |
$145K - $179K
|
5.62K
$520K
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.95K+ 1.62% |
$143K - $176K
|
122K
$11.3M
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.93K+ 3.27% |
$141K - $174K
|
61.1K
$5.66M
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.91K+ 5.16% |
$139K - $172K
|
38.9K
$3.6M
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.89K+ 11.04% |
$138K - $171K
|
19K
$1.76M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.88KNew |
$137K - $170K
|
1.88K
$174K
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.87K+ 21.01% |
$136K - $168K
|
10.8K
$995K
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.82K+ 14.87% |
$133K - $164K
|
14K
$1.3M
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.81K+ 52.52% |
$132K - $163K
|
5.25K
$485K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.77K+ 7.62% |
$129K - $160K
|
25K
$2.32M
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.73K+ 16.45% |
$127K - $156K
|
12.3K
$1.14M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.69K+ 56.71% |
$123K - $152K
|
4.67K
$432K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.68K+ 257.98% |
$123K - $152K
|
2.33K
$216K
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.64K+ 45.03% |
$120K - $148K
|
5.27K
$488K
|