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 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 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
46+ 1.76% |
$3.36K - $4.15K
|
2.67K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
46+ 3.02% |
$3.36K - $4.15K
|
1.57K
$141K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$3.21K - $3.97K
|
44
$3.96K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
41+ 29.08% |
$2.99K - $3.7K
|
182
$16.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40+ 0.58% |
$2.92K - $3.61K
|
6.97K
$627K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
40New |
$2.92K - $3.61K
|
40
$3.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
39+ 1.1% |
$2.85K - $3.52K
|
3.58K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37+ 1.88% |
$2.7K - $3.34K
|
2K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
37+ 0.99% |
$2.7K - $3.34K
|
3.78K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
35+ 10.2% |
$2.56K - $3.16K
|
378
$34K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
31+ 1.2% |
$2.26K - $2.8K
|
2.61K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
31New |
$2.26K - $2.8K
|
31
$2.79K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 3.32% |
$2.04K - $2.53K
|
872
$78.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
28+ 0.62% |
$2.04K - $2.53K
|
4.56K
$411K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23+ 0.48% |
$1.68K - $2.08K
|
4.85K
$436K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
21+ 0.17% |
$1.53K - $1.89K
|
12.6K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.2% |
$1.24K - $1.53K
|
8.58K
$772K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14+ 0.35% |
$1.02K - $1.26K
|
4.06K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 0.15% |
$949 - $1.17K
|
8.82K
$794K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 3.52% |
$876 - $1.08K
|
353
$31.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 1.82% |
$803 - $992
|
614
$55.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 1.94% |
$803 - $992
|
579
$52.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
10+ 0.22% |
$730 - $902
|
4.61K
$415K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
9+ 1.92% |
$657 - $812
|
478
$43K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
8+ 0.22% |
$584 - $722
|
3.57K
$321K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 1.73% |
$438 - $541
|
352
$31.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6+ 6.45% |
$438 - $541
|
99
$8.91K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 2.86% |
$438 - $541
|
216
$19.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 14.29% |
$365 - $451
|
40
$3.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 1.74% |
$365 - $451
|
292
$26.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4+ 2.0% |
$292 - $361
|
204
$18.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 0.59% |
$292 - $361
|
677
$60.9K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.11% |
$219 - $271
|
2.7K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.25% |
$73 - $90.2
|
395
$35.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.02% |
$73 - $90.2
|
5.4K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 1.79% |
$73 - $90.2
|
57
$5.13K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.45% |
$73 - $90.2
|
70
$6.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 33.33% |
$73 - $90.2
|
2
$180
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-2- 0.03% |
$146 - $180
|
5.73K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2- 0.03% |
$146 - $180
|
6.56K
$590K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-4- 0.1% |
$292 - $361
|
4.09K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 0.87% |
$511 - $632
|
794
$71.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-8- 0.12% |
$584 - $722
|
6.59K
$593K
|