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 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
676+ 1.88% |
$49.4K - $61K
|
36.5K
$3.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
653+ 21.22% |
$47.7K - $58.9K
|
3.73K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
645+ 0.5% |
$47.1K - $58.2K
|
129K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
620+ 43.12% |
$45.3K - $55.9K
|
2.06K
$185K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
618New |
$45.1K - $55.8K
|
618
$55.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
569+ 6.68% |
$41.5K - $51.3K
|
9.09K
$818K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
561+ 19.25% |
$41K - $50.6K
|
3.48K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
556+ 10.78% |
$40.6K - $50.2K
|
5.72K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
550+ 6.59% |
$40.2K - $49.6K
|
8.9K
$801K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
523+ 1.88% |
$38.2K - $47.2K
|
28.4K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
516+ 0.84% |
$37.7K - $46.6K
|
62.2K
$5.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
453+ 1.51% |
$33.1K - $40.9K
|
30.5K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
438New |
$32K - $39.5K
|
438
$39.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
437+ 72.83% |
$31.9K - $39.4K
|
1.04K
$93.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
431+ 1.89% |
$31.5K - $38.9K
|
23.2K
$2.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
416+ 1.26% |
$30.4K - $37.5K
|
33.6K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
416New |
$30.4K - $37.5K
|
416
$37.4K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
414+ 3.14% |
$30.2K - $37.4K
|
13.6K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
407+ 3.3% |
$29.7K - $36.7K
|
12.7K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
396+ 3.65% |
$28.9K - $35.7K
|
11.2K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
390New |
$28.5K - $35.2K
|
390
$35.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
362+ 4.98% |
$26.4K - $32.7K
|
7.64K
$687K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
360+ 2.16% |
$26.3K - $32.5K
|
17K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
358+ 1.54% |
$26.1K - $32.3K
|
23.6K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
355New |
$25.9K - $32K
|
355
$31.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
353+ 6.63% |
$25.8K - $31.8K
|
5.68K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
347New |
$25.3K - $31.3K
|
347
$31.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
341+ 1.72% |
$24.9K - $30.8K
|
20.2K
$1.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
327New |
$23.9K - $29.5K
|
327
$29.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
319+ 55.0% |
$23.3K - $28.8K
|
899
$80.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
314+ 1.79% |
$22.9K - $28.3K
|
17.8K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
309+ 8.47% |
$22.6K - $27.9K
|
3.96K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
298+ 5.51% |
$21.8K - $26.9K
|
5.7K
$513K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
286+ 5.11% |
$20.9K - $25.8K
|
5.88K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
281+ 10.61% |
$20.5K - $25.4K
|
2.93K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
281+ 3.53% |
$20.5K - $25.4K
|
8.24K
$741K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
279+ 8.23% |
$20.4K - $25.2K
|
3.67K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
271+ 1.94% |
$19.8K - $24.4K
|
14.2K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
257+ 0.89% |
$18.8K - $23.2K
|
29K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
250+ 93.98% |
$18.3K - $22.6K
|
516
$46.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
234New |
$17.1K - $21.1K
|
234
$21.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
233+ 6.66% |
$17K - $21K
|
3.73K
$336K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
232+ 4.12% |
$16.9K - $20.9K
|
5.86K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
230+ 1.39% |
$16.8K - $20.8K
|
16.8K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
215+ 1.85% |
$15.7K - $19.4K
|
11.8K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
206+ 6.8% |
$15K - $18.6K
|
3.23K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
205+ 2.87% |
$15K - $18.5K
|
7.36K
$662K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
195+ 5.01% |
$14.2K - $17.6K
|
4.09K
$368K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
190+ 6.74% |
$13.9K - $17.1K
|
3.01K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
185+ 6.02% |
$13.5K - $16.7K
|
3.26K
$293K
|