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 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
437+ 72.83% |
$31.9K - $39.4K
|
1.04K
$95.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
431+ 1.89% |
$31.5K - $38.9K
|
23.2K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
416New |
$30.4K - $37.5K
|
416
$38.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
416+ 1.26% |
$30.4K - $37.5K
|
33.6K
$3.1M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
414+ 3.14% |
$30.2K - $37.4K
|
13.6K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
407+ 3.3% |
$29.7K - $36.7K
|
12.7K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
396+ 3.65% |
$28.9K - $35.7K
|
11.2K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
390New |
$28.5K - $35.2K
|
390
$36.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
362+ 4.98% |
$26.4K - $32.7K
|
7.64K
$707K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
360+ 2.16% |
$26.3K - $32.5K
|
17K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
358+ 1.54% |
$26.1K - $32.3K
|
23.6K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
355New |
$25.9K - $32K
|
355
$32.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
353+ 6.63% |
$25.8K - $31.8K
|
5.68K
$525K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
347New |
$25.3K - $31.3K
|
347
$32.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
341+ 1.72% |
$24.9K - $30.8K
|
20.2K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
327New |
$23.9K - $29.5K
|
327
$30.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
319+ 55.0% |
$23.3K - $28.8K
|
899
$83.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
314+ 1.79% |
$22.9K - $28.3K
|
17.8K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
309+ 8.47% |
$22.6K - $27.9K
|
3.96K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
298+ 5.51% |
$21.8K - $26.9K
|
5.7K
$528K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
297+ 4.04% |
$21.7K - $26.8K
|
7.64K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
286+ 5.11% |
$20.9K - $25.8K
|
5.88K
$544K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
281+ 10.61% |
$20.5K - $25.4K
|
2.93K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
281+ 3.53% |
$20.5K - $25.4K
|
8.24K
$762K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
279+ 8.23% |
$20.4K - $25.2K
|
3.67K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
271+ 1.94% |
$19.8K - $24.4K
|
14.2K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
257+ 0.89% |
$18.8K - $23.2K
|
29K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
250+ 93.98% |
$18.3K - $22.6K
|
516
$47.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
234New |
$17.1K - $21.1K
|
234
$21.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
233+ 6.66% |
$17K - $21K
|
3.73K
$345K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
232+ 4.12% |
$16.9K - $20.9K
|
5.86K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
230+ 1.39% |
$16.8K - $20.8K
|
16.8K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
215+ 1.85% |
$15.7K - $19.4K
|
11.8K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
206+ 6.8% |
$15K - $18.6K
|
3.23K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
205+ 2.87% |
$15K - $18.5K
|
7.36K
$681K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
195+ 5.01% |
$14.2K - $17.6K
|
4.09K
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
190+ 6.74% |
$13.9K - $17.1K
|
3.01K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
185+ 6.02% |
$13.5K - $16.7K
|
3.26K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
170+ 0.27% |
$12.4K - $15.3K
|
62.5K
$5.78M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
168+ 3.04% |
$12.3K - $15.2K
|
5.69K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
164+ 1.64% |
$12K - $14.8K
|
10.2K
$941K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
156+ 1.23% |
$11.4K - $14.1K
|
12.9K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
152+ 6.2% |
$11.1K - $13.7K
|
2.61K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
150+ 1.6% |
$11K - $13.5K
|
9.54K
$883K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
147+ 1.19% |
$10.7K - $13.3K
|
12.5K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
146+ 0.75% |
$10.7K - $13.2K
|
19.7K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
145+ 1.71% |
$10.6K - $13.1K
|
8.63K
$798K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
141+ 1.58% |
$10.3K - $12.7K
|
9.07K
$839K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
141+ 3.48% |
$10.3K - $12.7K
|
4.19K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
140+ 152.17% |
$10.2K - $12.6K
|
232
$21.5K
|