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
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.19K+ 4.68% |
$598K - $739K
|
183K
$16.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.03K+ 2848.58% |
$587K - $725K
|
8.32K
$748K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.25K+ 142.9% |
$529K - $654K
|
12.3K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.74K+ 2.26% |
$492K - $608K
|
305K
$27.4M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.72K+ 33.15% |
$491K - $606K
|
27K
$2.43M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
6.43K+ 32.77% |
$469K - $580K
|
26K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
6.27K+ 22.85% |
$457K - $565K
|
33.7K
$3.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.06KNew |
$443K - $547K
|
6.06K
$545K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.76KNew |
$421K - $520K
|
5.76K
$518K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.71K+ 11.76% |
$417K - $515K
|
54.3K
$4.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.42K+ 9.23% |
$395K - $489K
|
64.1K
$5.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.39K+ 9.04% |
$394K - $487K
|
65.1K
$5.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.37K+ 12.56% |
$392K - $484K
|
48.1K
$4.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.11KNew |
$373K - $461K
|
5.11K
$460K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
5.02KNew |
$366K - $452K
|
5.02K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.72K+ 23.1% |
$345K - $426K
|
25.2K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.7K+ 393.3% |
$343K - $424K
|
5.89K
$530K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.56KNew |
$333K - $411K
|
4.56K
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.01KNew |
$293K - $362K
|
4.01K
$361K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 12.12% |
$292K - $361K
|
37K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.92K+ 2.28% |
$286K - $354K
|
176K
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.69K+ 32.93% |
$270K - $333K
|
14.9K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.61K+ 88.86% |
$264K - $326K
|
7.68K
$691K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.39KNew |
$247K - $305K
|
3.39K
$305K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
3.35K+ 11.5% |
$244K - $302K
|
32.4K
$2.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.34K+ 14.35% |
$244K - $301K
|
26.6K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.34KNew |
$244K - $301K
|
3.34K
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.31K+ 5.7% |
$242K - $299K
|
61.4K
$5.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.23K+ 4.37% |
$236K - $292K
|
77.1K
$6.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.16K+ 10.99% |
$231K - $285K
|
31.9K
$2.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.15K+ 25.42% |
$230K - $284K
|
15.5K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.06K+ 24.79% |
$223K - $276K
|
15.4K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.02KNew |
$220K - $272K
|
3.02K
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.01KNew |
$219K - $271K
|
3.01K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3KNew |
$219K - $271K
|
3K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3KNew |
$219K - $270K
|
3K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.94K+ 65.26% |
$214K - $265K
|
7.44K
$669K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.89KNew |
$211K - $261K
|
2.89K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.85K+ 7.56% |
$208K - $257K
|
40.5K
$3.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.76K+ 8.88% |
$202K - $249K
|
33.9K
$3.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.76K+ 9.98% |
$201K - $249K
|
30.4K
$2.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.64KNew |
$193K - $238K
|
2.64K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.64K+ 8.16% |
$193K - $238K
|
35K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.59KNew |
$189K - $234K
|
2.59K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.56KNew |
$187K - $231K
|
2.56K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.55K+ 22.51% |
$186K - $230K
|
13.9K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.55K+ 46.59% |
$186K - $230K
|
8.03K
$722K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.55KNew |
$186K - $230K
|
2.55K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.53K+ 21.01% |
$185K - $228K
|
14.6K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.48K+ 1.28% |
$181K - $224K
|
197K
$17.7M
|