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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.33KNew |
$170K - $210K
|
2.33K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.33K+ 13.14% |
$170K - $210K
|
20K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.32KNew |
$169K - $209K
|
2.32K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.31KNew |
$169K - $208K
|
2.31K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.3K+ 13.43% |
$168K - $207K
|
19.4K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.29KNew |
$167K - $207K
|
2.29K
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.27KNew |
$166K - $205K
|
2.27K
$205K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.27KNew |
$166K - $205K
|
2.27K
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.26KNew |
$165K - $204K
|
2.26K
$203K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 39.8% |
$149K - $184K
|
7.17K
$645K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2K+ 6.24% |
$146K - $180K
|
34K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.93K+ 3.27% |
$141K - $174K
|
61.1K
$5.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.91K+ 5.16% |
$139K - $172K
|
38.9K
$3.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.89K+ 11.04% |
$138K - $171K
|
19K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.87K+ 21.01% |
$136K - $168K
|
10.8K
$968K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.82K+ 14.87% |
$133K - $164K
|
14K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.81K+ 52.52% |
$132K - $163K
|
5.25K
$472K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.77K+ 7.62% |
$129K - $160K
|
25K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.73K+ 16.45% |
$127K - $156K
|
12.3K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.69K+ 56.71% |
$123K - $152K
|
4.67K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.68K+ 257.98% |
$123K - $152K
|
2.33K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.64K+ 45.03% |
$120K - $148K
|
5.27K
$474K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.62K+ 8.95% |
$119K - $147K
|
19.8K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.56K+ 15.87% |
$114K - $141K
|
11.4K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.51K+ 21.19% |
$110K - $136K
|
8.61K
$775K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 21.47% |
$107K - $133K
|
8.32K
$748K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.45K+ 1.74% |
$106K - $131K
|
84.8K
$7.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.39K+ 29.13% |
$101K - $125K
|
6.15K
$553K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.29K+ 0.69% |
$93.9K - $116K
|
189K
$17M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.28K+ 12.28% |
$93.8K - $116K
|
11.7K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.26K+ 10.11% |
$91.9K - $113K
|
13.7K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.23K+ 30.36% |
$89.8K - $111K
|
5.28K
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.15K+ 11.09% |
$83.6K - $103K
|
11.5K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 7.84% |
$80.9K - $100K
|
15.2K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.1K+ 18.8% |
$80.3K - $99.2K
|
6.95K
$625K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 13.35% |
$78.9K - $97.5K
|
9.18K
$826K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.08KNew |
$78.5K - $97K
|
1.08K
$96.7K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.05K+ 679.35% |
$76.9K - $95K
|
1.21K
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 34.66% |
$76.4K - $94.4K
|
4.06K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.04K+ 6.73% |
$76.2K - $94.2K
|
16.6K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.04K+ 13.73% |
$75.6K - $93.4K
|
8.57K
$771K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
978+ 4.39% |
$71.4K - $88.2K
|
23.3K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
925+ 1.44% |
$67.5K - $83.5K
|
65.3K
$5.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
884New |
$64.5K - $79.8K
|
884
$79.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
825+ 19.73% |
$60.2K - $74.4K
|
5.01K
$450K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
801New |
$58.5K - $72.3K
|
801
$72.1K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
800New |
$58.4K - $72.2K
|
800
$72K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
782+ 17.73% |
$57.1K - $70.6K
|
5.19K
$467K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
709+ 2.46% |
$51.8K - $64K
|
29.5K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
705+ 12.43% |
$51.5K - $63.6K
|
6.38K
$574K
|