Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
60New |
$4.52K - $5.09K
|
60
$5.4K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
54+ 0.4% |
$4.07K - $4.58K
|
13.5K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 1.49% |
$3.84K - $4.32K
|
3.46K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51+ 0.63% |
$3.84K - $4.32K
|
8.1K
$729K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
48+ 0.1% |
$3.62K - $4.07K
|
46.7K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39+ 0.22% |
$2.94K - $3.31K
|
17.5K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33+ 100.0% |
$2.49K - $2.8K
|
66
$5.94K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
32+ 0.11% |
$2.41K - $2.71K
|
29.1K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28New |
$2.11K - $2.37K
|
28
$2.52K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 3.96% |
$1.96K - $2.2K
|
683
$61.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 3.99% |
$1.88K - $2.12K
|
652
$58.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 0.86% |
$1.88K - $2.12K
|
2.92K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
18+ 0.44% |
$1.36K - $1.53K
|
4.09K
$368K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.37% |
$1.13K - $1.27K
|
4.09K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
15+ 19.23% |
$1.13K - $1.27K
|
93
$8.37K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.26% |
$1.05K - $1.19K
|
5.4K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
13+ 0.07% |
$979 - $1.1K
|
19.5K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 0.2% |
$979 - $1.1K
|
6.61K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
12+ 2.42% |
$904 - $1.02K
|
508
$45.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
12+ 0.31% |
$904 - $1.02K
|
3.89K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
12+ 0.23% |
$904 - $1.02K
|
5.16K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.33% |
$753 - $848
|
3.03K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
8+ 0.03% |
$603 - $678
|
30.2K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$452 - $509
|
4.05K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 16.67% |
$377 - $424
|
35
$3.15K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4+ 0.73% |
$301 - $339
|
549
$49.4K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$301 - $339
|
4.6K
$414K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3+ 2.5% |
$226 - $254
|
123
$11.1K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3New |
$226 - $254
|
3
$270
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$151 - $170
|
2.91K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.0% |
$75.3 - $84.8
|
32.2K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 20.0% |
$75.3 - $84.8
|
6
$540
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1- 0.02% |
$75.3 - $84.8
|
4.65K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 1.04% |
$377 - $424
|
475
$42.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 1.44% |
$377 - $424
|
343
$30.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-6- 0.66% |
$452 - $509
|
910
$81.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 0.35% |
$678 - $763
|
2.58K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-11- 1.95% |
$829 - $932
|
553
$49.8K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 0.3% |
$904 - $1.02K
|
3.97K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-15- 0.29% |
$1.13K - $1.27K
|
5.18K
$466K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-19- 2.2% |
$1.43K - $1.61K
|
844
$75.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-19- 0.18% |
$1.43K - $1.61K
|
10.3K
$929K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-21- 0.25% |
$1.58K - $1.78K
|
8.54K
$768K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-21- 0.59% |
$1.58K - $1.78K
|
3.55K
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-22- 0.69% |
$1.66K - $1.86K
|
3.16K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27- 0.67% |
$2.03K - $2.29K
|
4.03K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-28- 0.3% |
$2.11K - $2.37K
|
9.39K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-30- 0.09% |
$2.26K - $2.54K
|
32K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-32- 0.23% |
$2.41K - $2.71K
|
14.1K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-33- 1.68% |
$2.49K - $2.8K
|
1.94K
$174K
|