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 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-15.9K- 46.19% |
$1.16M - $1.43M
|
18.5K
$1.66M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-17.5K- 4.41% |
$1.28M - $1.58M
|
379K
$34.1M
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17.7K- 7.41% |
$1.29M - $1.59M
|
221K
$19.9M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.7K- 13.34% |
$1.59M - $1.96M
|
141K
$12.7M
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-25K- 6.23% |
$1.83M - $2.26M
|
376K
$33.9M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.3K- 4.97% |
$1.99M - $2.46M
|
522K
$46.9M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32.8K- 15.72% |
$2.39M - $2.96M
|
176K
$15.8M
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-36.3K- 77.87% |
$2.65M - $3.28M
|
10.3K
$929K
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-41.9K- 41.99% |
$3.06M - $3.78M
|
57.9K
$5.21M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-42.7K- 25.68% |
$3.12M - $3.85M
|
124K
$11.1M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-64.4K- 4.92% |
$4.7M - $5.81M
|
1.24M
$112M
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-89.7K- 91.57% |
$6.55M - $8.1M
|
8.26K
$743K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-100K- 33.94% |
$7.33M - $9.06M
|
195K
$17.6M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-185K- 14.29% |
$13.5M - $16.6M
|
1.11M
$99.5M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-192K- 18.93% |
$14M - $17.4M
|
824K
$74.1M
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-209K- 3.57% |
$15.3M - $18.9M
|
5.65M
$508M
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-308K- 93.91% |
$22.5M - $27.8M
|
20K
$1.8M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-315K- 7.35% |
$23M - $28.4M
|
3.96M
$357M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-593K- 46.01% |
$43.3M - $53.5M
|
696K
$62.6M
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-620K- 77.04% |
$45.3M - $56M
|
185K
$16.6M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-819K- 14.48% |
$59.8M - $73.9M
|
4.84M
$435M
|