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
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.62K+ 8.95% |
$119K - $147K
|
19.8K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.56K+ 15.87% |
$114K - $141K
|
11.4K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.51K+ 21.19% |
$110K - $136K
|
8.61K
$797K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 21.47% |
$107K - $133K
|
8.32K
$770K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.45K+ 1.74% |
$106K - $131K
|
84.8K
$7.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.39K+ 29.13% |
$101K - $125K
|
6.15K
$569K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.38K+ 30.07% |
$101K - $125K
|
5.98K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.37K+ 2.1% |
$99.7K - $123K
|
66.4K
$6.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.29K+ 0.69% |
$93.9K - $116K
|
189K
$17.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.28K+ 12.28% |
$93.8K - $116K
|
11.7K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.26K+ 10.11% |
$91.9K - $113K
|
13.7K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.23K+ 30.36% |
$89.8K - $111K
|
5.28K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.19K+ 33.8% |
$87K - $108K
|
4.72K
$437K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.15K+ 11.09% |
$83.6K - $103K
|
11.5K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 7.84% |
$80.9K - $100K
|
15.2K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.1K+ 18.8% |
$80.3K - $99.2K
|
6.95K
$643K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 13.35% |
$78.9K - $97.5K
|
9.18K
$849K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.08KNew |
$78.5K - $97K
|
1.08K
$99.5K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.05K+ 679.35% |
$76.9K - $95K
|
1.21K
$112K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 34.66% |
$76.4K - $94.4K
|
4.06K
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.04K+ 6.73% |
$76.2K - $94.2K
|
16.6K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.04K+ 13.73% |
$75.6K - $93.4K
|
8.57K
$793K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
978+ 4.39% |
$71.4K - $88.2K
|
23.3K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
963+ 4.28% |
$70.3K - $86.9K
|
23.5K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
925+ 1.44% |
$67.5K - $83.5K
|
65.3K
$6.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
884New |
$64.5K - $79.8K
|
884
$81.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
855New |
$62.4K - $77.1K
|
855
$79.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
825+ 19.73% |
$60.2K - $74.4K
|
5.01K
$463K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
801New |
$58.5K - $72.3K
|
801
$74.1K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
800New |
$58.4K - $72.2K
|
800
$74K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
782+ 17.73% |
$57.1K - $70.6K
|
5.19K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
754+ 1.87% |
$55.1K - $68K
|
41.1K
$3.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
709+ 2.46% |
$51.8K - $64K
|
29.5K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
705+ 12.43% |
$51.5K - $63.6K
|
6.38K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
690+ 1.83% |
$50.4K - $62.3K
|
38.4K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
676+ 1.88% |
$49.4K - $61K
|
36.5K
$3.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
653+ 21.22% |
$47.7K - $58.9K
|
3.73K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
645+ 0.5% |
$47.1K - $58.2K
|
129K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
620+ 43.12% |
$45.3K - $55.9K
|
2.06K
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
618New |
$45.1K - $55.8K
|
618
$57.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
599+ 82.39% |
$43.7K - $54K
|
1.33K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
574+ 4.28% |
$41.9K - $51.8K
|
14K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
569+ 6.68% |
$41.5K - $51.3K
|
9.09K
$841K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
561+ 19.25% |
$41K - $50.6K
|
3.48K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
556+ 10.78% |
$40.6K - $50.2K
|
5.72K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
550+ 6.59% |
$40.2K - $49.6K
|
8.9K
$823K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
523+ 1.88% |
$38.2K - $47.2K
|
28.4K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
516+ 0.84% |
$37.7K - $46.6K
|
62.2K
$5.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
453+ 1.51% |
$33.1K - $40.9K
|
30.5K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
438New |
$32K - $39.5K
|
438
$40.5K
|