Purchases and Sales Made in Q2 2025 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
407K+ 22.8% |
$29.7M - $36.7M
|
2.19M
$197M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
289K+ 484.11% |
$21.1M - $26.1M
|
349K
$31.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
255K+ 25.33% |
$18.6M - $23M
|
1.26M
$113M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
249K+ 1289.15% |
$18.2M - $22.4M
|
268K
$24.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
230KNew |
$16.8M - $20.7M
|
230K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 24.22% |
$9.31M - $11.5M
|
654K
$58.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
123K+ 19.83% |
$9M - $11.1M
|
745K
$67M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
101K+ 64.81% |
$7.37M - $9.1M
|
257K
$23.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
97.9KNew |
$7.15M - $8.83M
|
97.9K
$8.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
80.5K+ 488.72% |
$5.88M - $7.27M
|
97K
$8.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
72.7KNew |
$5.31M - $6.56M
|
72.7K
$6.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
63.9K+ 276.9% |
$4.66M - $5.76M
|
86.9K
$7.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
59.5K+ 4.08% |
$4.34M - $5.37M
|
1.52M
$136M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
58.6K+ 23.89% |
$4.28M - $5.29M
|
304K
$27.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
52.1K+ 37.32% |
$3.81M - $4.7M
|
192K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
50.2K+ 805.59% |
$3.66M - $4.53M
|
56.4K
$5.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.1K+ 30.32% |
$2.93M - $3.61M
|
172K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
38.6K+ 111.21% |
$2.82M - $3.49M
|
73.4K
$6.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
36.2K+ 38896.77% |
$2.64M - $3.26M
|
36.3K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.5K+ 3.27% |
$2.59M - $3.2M
|
1.12M
$101M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
35.3K+ 53.72% |
$2.58M - $3.19M
|
101K
$9.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
33.2KNew |
$2.43M - $3M
|
33.2K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
33K+ 6.2% |
$2.41M - $2.97M
|
565K
$50.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
32.3KNew |
$2.36M - $2.91M
|
32.3K
$2.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
28.6KNew |
$2.09M - $2.58M
|
28.6K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
28.1KNew |
$2.05M - $2.53M
|
28.1K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.1K+ 1.57% |
$1.9M - $2.35M
|
1.69M
$152M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.7K+ 42.11% |
$1.88M - $2.32M
|
86.8K
$7.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 8.35% |
$1.42M - $1.75M
|
252K
$22.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
18.1KNew |
$1.33M - $1.64M
|
18.1K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
17.3K+ 6.97% |
$1.26M - $1.56M
|
265K
$23.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 10.77% |
$1.17M - $1.45M
|
165K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
15.9K+ 4.26% |
$1.16M - $1.44M
|
390K
$35.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
13.9KNew |
$1.02M - $1.26M
|
13.9K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
13.5K+ 2092.4% |
$985K - $1.22M
|
14.1K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 19.57% |
$959K - $1.19M
|
80.3K
$7.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.9K+ 8.85% |
$940K - $1.16M
|
158K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11.8K+ 3.81% |
$858K - $1.06M
|
320K
$28.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11KNew |
$801K - $990K
|
11K
$987K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
10.7K+ 10.06% |
$781K - $964K
|
117K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.4K+ 1.26% |
$757K - $935K
|
836K
$75.2M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.98K+ 68.64% |
$729K - $900K
|
24.5K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
9.81K+ 190.16% |
$716K - $885K
|
15K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.79KNew |
$715K - $883K
|
9.79K
$881K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.71K+ 59.03% |
$709K - $876K
|
26.2K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.67KNew |
$706K - $872K
|
9.67K
$870K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.46K+ 36.44% |
$691K - $854K
|
35.4K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.34K+ 3.96% |
$682K - $843K
|
245K
$22.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.11K+ 72.01% |
$665K - $822K
|
21.8K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.19K+ 4.68% |
$598K - $739K
|
183K
$16.5M
|