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 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
170+ 0.27% |
$12.4K - $15.3K
|
62.5K
$5.62M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
168+ 3.04% |
$12.3K - $15.2K
|
5.69K
$512K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
152+ 6.2% |
$11.1K - $13.7K
|
2.61K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
150+ 1.6% |
$11K - $13.5K
|
9.54K
$858K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
147+ 1.19% |
$10.7K - $13.3K
|
12.5K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
146+ 0.75% |
$10.7K - $13.2K
|
19.7K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
145+ 1.71% |
$10.6K - $13.1K
|
8.63K
$776K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
141+ 3.48% |
$10.3K - $12.7K
|
4.19K
$377K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
141+ 1.58% |
$10.3K - $12.7K
|
9.07K
$816K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
140+ 152.17% |
$10.2K - $12.6K
|
232
$20.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
139+ 1.86% |
$10.1K - $12.5K
|
7.6K
$683K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
139+ 0.31% |
$10.1K - $12.5K
|
44.6K
$4.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
136+ 1.67% |
$9.93K - $12.3K
|
8.28K
$745K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
130+ 2.13% |
$9.49K - $11.7K
|
6.23K
$561K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
130+ 4.12% |
$9.49K - $11.7K
|
3.29K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
126+ 1.89% |
$9.2K - $11.4K
|
6.8K
$612K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
125+ 2.0% |
$9.13K - $11.3K
|
6.38K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
125+ 0.16% |
$9.13K - $11.3K
|
78.8K
$7.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
122+ 4.53% |
$8.91K - $11K
|
2.82K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
121+ 1.89% |
$8.84K - $10.9K
|
6.52K
$587K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
113+ 1.84% |
$8.25K - $10.2K
|
6.24K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
108+ 3.93% |
$7.89K - $9.74K
|
2.86K
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
107+ 4.15% |
$7.81K - $9.65K
|
2.69K
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
106+ 2.52% |
$7.74K - $9.56K
|
4.31K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
105New |
$7.67K - $9.47K
|
105
$9.45K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
104+ 1.89% |
$7.59K - $9.38K
|
5.61K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$7.3K - $9.02K
|
100
$9K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
94+ 3.28% |
$6.86K - $8.48K
|
2.96K
$267K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
93+ 1.9% |
$6.79K - $8.39K
|
4.99K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
93New |
$6.79K - $8.39K
|
93
$8.37K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
93+ 1.05% |
$6.79K - $8.39K
|
8.93K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
89+ 1.74% |
$6.5K - $8.03K
|
5.21K
$469K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
88New |
$6.43K - $7.94K
|
88
$7.92K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
86+ 46.99% |
$6.28K - $7.76K
|
269
$24.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
82+ 4.24% |
$5.99K - $7.4K
|
2.02K
$182K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
80+ 1.3% |
$5.84K - $7.22K
|
6.22K
$559K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
67+ 0.12% |
$4.89K - $6.04K
|
57.5K
$5.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66+ 53.66% |
$4.82K - $5.95K
|
189
$17K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
63+ 0.29% |
$4.6K - $5.68K
|
21.7K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
63+ 1.8% |
$4.6K - $5.68K
|
3.56K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
62+ 0.7% |
$4.53K - $5.59K
|
8.87K
$798K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
61+ 1.88% |
$4.45K - $5.5K
|
3.31K
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
58+ 0.67% |
$4.24K - $5.23K
|
8.74K
$787K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
56+ 0.39% |
$4.09K - $5.05K
|
14.5K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
49New |
$3.58K - $4.42K
|
49
$4.41K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47+ 0.89% |
$3.43K - $4.24K
|
5.31K
$478K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
47New |
$3.43K - $4.24K
|
47
$4.23K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
46+ 3.02% |
$3.36K - $4.15K
|
1.57K
$141K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
46+ 1.76% |
$3.36K - $4.15K
|
2.67K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$3.21K - $3.97K
|
44
$3.96K
|