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 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-34- 0.83% |
$2.56K - $2.88K
|
4.08K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-37- 1.67% |
$2.79K - $3.14K
|
2.18K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-40- 0.61% |
$3.01K - $3.39K
|
6.52K
$587K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-41- 6.46% |
$3.09K - $3.48K
|
594
$53.4K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-43- 0.83% |
$3.24K - $3.65K
|
5.13K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-50- 0.19% |
$3.77K - $4.24K
|
26.5K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-53- 1.24% |
$3.99K - $4.49K
|
4.21K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-59- 6.79% |
$4.44K - $5K
|
810
$72.9K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-60- 0.91% |
$4.52K - $5.09K
|
6.56K
$590K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-61- 2.21% |
$4.59K - $5.17K
|
2.69K
$242K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-62- 0.7% |
$4.67K - $5.26K
|
8.81K
$792K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-65- 53.72% |
$4.9K - $5.51K
|
56
$5.04K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-65- 0.2% |
$4.9K - $5.51K
|
31.8K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-68- 1.04% |
$5.12K - $5.76K
|
6.48K
$583K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-69- 10.83% |
$5.2K - $5.85K
|
568
$51.1K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-85- 0.34% |
$6.4K - $7.21K
|
25.3K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-85- 0.68% |
$6.4K - $7.21K
|
12.3K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-88- 2.98% |
$6.63K - $7.46K
|
2.87K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-92- 0.27% |
$6.93K - $7.8K
|
33.9K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-93- 2.24% |
$7K - $7.88K
|
4.07K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-94- 8.94% |
$7.08K - $7.97K
|
957
$86.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-94- 1.35% |
$7.08K - $7.97K
|
6.85K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-94- 2.52% |
$7.08K - $7.97K
|
3.64K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-100- 1.12% |
$7.53K - $8.48K
|
8.81K
$793K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 1.46% |
$7.53K - $8.48K
|
6.77K
$609K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-104- 2.59% |
$7.83K - $8.82K
|
3.91K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-107- 1.2% |
$8.06K - $9.07K
|
8.81K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-114- 0.63% |
$8.59K - $9.66K
|
18K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-119- 0.06% |
$8.96K - $10.1K
|
188K
$16.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-120- 2.14% |
$9.04K - $10.2K
|
5.48K
$493K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-122- 3.25% |
$9.19K - $10.3K
|
3.64K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-127- 17.4% |
$9.57K - $10.8K
|
603
$54.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-138- 2.98% |
$10.4K - $11.7K
|
4.5K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-144- 0.12% |
$10.8K - $12.2K
|
120K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-144- 3.07% |
$10.8K - $12.2K
|
4.55K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-145- 0.1% |
$10.9K - $12.3K
|
143K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-147- 1.53% |
$11.1K - $12.5K
|
9.47K
$852K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-147- 8.8% |
$11.1K - $12.5K
|
1.52K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-181- 5.51% |
$13.6K - $15.3K
|
3.11K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-183- 1.61% |
$13.8K - $15.5K
|
11.2K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-185- 4.6% |
$13.9K - $15.7K
|
3.84K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-201- 2.46% |
$15.1K - $17K
|
7.96K
$716K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-205- 2.45% |
$15.4K - $17.4K
|
8.15K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-218- 14.28% |
$16.4K - $18.5K
|
1.31K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-219- 13.22% |
$16.5K - $18.6K
|
1.44K
$129K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-224- 5.68% |
$16.9K - $19K
|
3.72K
$335K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-230- 23.02% |
$17.3K - $19.5K
|
769
$69.2K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-231- 1.13% |
$17.4K - $19.6K
|
20.3K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-247- 1.82% |
$18.6K - $20.9K
|
13.3K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-254- 18.9% |
$19.1K - $21.5K
|
1.09K
$98.1K
|