Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

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
May 12, 2025 Q1 2025
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
1.2K
New
$90.7K - $102K
1.2K $111K
May 12, 2025 Q1 2025
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
1.1K
+ 3.7%
$82.9K - $93.2K
30.8K $2.85M
May 09, 2025 Q1 2025
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
744
New
$56K - $63.1K
744 $68.8K
May 14, 2025 Q1 2025
Bank Of Hawaii

Honolulu, HI
BUY
 -
374
+ 10.29%
$28.2K - $31.7K
4.01K $371K
May 06, 2025 Q1 2025
Orin Green Financial, LLC

BUY
 -
277
+ 3.15%
$20.9K - $23.5K
9.07K $839K
Apr 15, 2025 Q1 2025
Cx Institutional

BUY
 -
155
New
$11.7K - $13.1K
155 $14.3K
May 14, 2025 Q1 2025
Gould Capital, LLC

BUY
 -
143
+ 8.86%
$10.8K - $12.1K
1.76K $163K
Apr 24, 2025 Q1 2025
Trust CO Of Vermont

BUY
 -
143
+ 5.54%
$10.8K - $12.1K
2.72K $252K
May 08, 2025 Q1 2025
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
130
+ 10.56%
$9.79K - $11K
1.36K $126K
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
88
+ 1.28%
$6.63K - $7.46K
6.94K $642K
May 09, 2025 Q1 2025
Wade Financial Advisory, Inc

BUY
 -
64
+ 1.43%
$4.82K - $5.43K
4.53K $419K
May 15, 2025 Q1 2025
Front Row Advisors LLC

Tiburon, CA
BUY
 -
33
+ 100.0%
$2.49K - $2.8K
66 $6.11K
May 09, 2025 Q1 2025
Headlands Technologies LLC

Chicago, IL
BUY
 -
28
New
$2.11K - $2.37K
28 $2.59K
May 15, 2025 Q1 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
26
+ 3.96%
$1.96K - $2.2K
683 $63.2K
Apr 07, 2025 Q1 2025
Fc Advisory LLC

BUY
 -
15
+ 0.37%
$1.13K - $1.27K
4.09K $379K
Apr 25, 2025 Q1 2025
Morton Brown Family Wealth, LLC

BUY
 -
13
+ 0.2%
$979 - $1.1K
6.61K $611K
May 09, 2025 Q1 2025
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
12
+ 2.42%
$904 - $1.02K
508 $47K
Apr 21, 2025 Q1 2025
Bigelow Investment Advisors, LLC

BUY
 -
12
+ 0.23%
$904 - $1.02K
5.16K $478K
Apr 22, 2025 Q1 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
4
+ 0.73%
$301 - $339
549 $50.8K
May 05, 2025 Q1 2025
Arq Wealth Advisors, LLC

BUY
 -
2
+ 0.07%
$151 - $170
2.91K $269K
May 15, 2025 Q1 2025
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 20.0%
$75.3 - $84.8
6 $555
Q4 2024
Feb 07, 2025 Q4 2024
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
88.1K
New
$6.67M - $7.35M
88.1K $8.15M
Feb 05, 2025 Q4 2024
Svb Wealth LLC

Boston, MA
BUY
 -
8.49K
New
$642K - $708K
8.49K $785K
Feb 13, 2025 Q4 2024
Merriman Wealth Management, LLC

BUY
 -
4.3K
New
$325K - $359K
4.3K $397K
Feb 12, 2025 Q4 2024
Michael A. Dubis Financial Planning, LLC

Middleton, WI
BUY
 -
4.17K
New
$315K - $348K
4.17K $386K
Aug 25, 2025 Q4 2024
Nautilus Advisors LLC

La Jolla, CA
BUY
 -
4K
New
$303K - $334K
4K $370K
Apr 09, 2025 Q4 2024
Compass Investment Advisers LLC

Portland, OR
BUY
 -
3.58K
New
$271K - $299K
3.58K $331K
Jan 24, 2025 Q4 2024
Leverty Financial Group, LLC

BUY
 -
3.37K
New
$255K - $281K
3.37K $311K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
3.19K
New
$241K - $266K
3.19K $295K
Jan 13, 2025 Q4 2024
Hart & Patterson Financial Group LLC

Amherst, MA
BUY
 -
3.08K
+ 5.64%
$233K - $257K
57.7K $5.34M
Jan 15, 2025 Q4 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
3.06K
New
$232K - $256K
3.06K $283K
May 15, 2025 Q4 2024
Wpg Advisers, LLC

Baltimore, MD
BUY
 -
1.97K
New
$149K - $165K
1.97K $183K
Jan 17, 2025 Q4 2024
Finley Financial, LLC

Las Vegas, NV
BUY
 -
1.83K
New
$138K - $153K
1.83K $169K
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
1.72K
New
$130K - $143K
1.72K $159K
Feb 05, 2025 Q4 2024
Motco

BUY
 -
1.65K
+ 368.83%
$124K - $137K
2.09K $193K
Apr 14, 2025 Q4 2024
Stance Capital LLC

Boston, MA
BUY
 -
1.5K
New
$114K - $126K
1.5K $139K
Feb 14, 2025 Q4 2024
Wealth Collab, LLC

Bellevue, WA
BUY
 -
1.48K
+ 10.32%
$112K - $124K
15.8K $1.46M
Feb 12, 2025 Q4 2024
Hurley Capital, LLC

New York, NY
BUY
 -
929
New
$70.3K - $77.5K
929 $86K
Feb 12, 2025 Q4 2024
Old Mission Capital LLC

BUY
 -
891
+ 27.84%
$67.4K - $74.4K
4.09K $378K
Feb 03, 2025 Q4 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
682
New
$51.6K - $56.9K
682 $63.1K
Feb 04, 2025 Q4 2024
Johnson Financial Group, LLC

Denver, CO
BUY
 -
648
+ 4.12%
$49K - $54.1K
16.4K $1.52M
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
627
New
$47.4K - $52.3K
627 $58K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
624
+ 116.85%
$47.2K - $52.1K
1.16K $107K
Jan 16, 2025 Q4 2024
Umb Bank, N.A.

BUY
 -
568
New
$43K - $47.4K
568 $52.6K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
500
New
$37.8K - $41.7K
500 $46.3K
May 09, 2025 Q4 2024
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
325
New
$24.6K - $27.1K
325 $30.1K
Aug 25, 2025 Q4 2024
Kovitz Investment Group Partners, LLC

BUY
 -
227
+ 2.01%
$17.2K - $18.9K
11.5K $1.06M
Aug 06, 2025 Q4 2024
Longview Financial Advisors LLC

San Rafael, CA
BUY
 -
222
New
$16.8K - $18.5K
222 $20.5K
Feb 03, 2025 Q4 2024
Tradewinds Capital Management, LLC

BUY
 -
172
New
$13K - $14.4K
172 $15.9K

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