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
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 0.27% |
$584 - $722
|
2.96K
$266K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9- 1.11% |
$657 - $812
|
801
$72.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-11- 0.45% |
$803 - $992
|
2.44K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-16- 0.08% |
$1.17K - $1.44K
|
19.1K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-17- 0.87% |
$1.24K - $1.53K
|
1.94K
$174K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-18- 0.13% |
$1.31K - $1.62K
|
13.5K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-22- 0.12% |
$1.61K - $1.98K
|
18.7K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-25- 0.48% |
$1.83K - $2.26K
|
5.16K
$464K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25- 41.67% |
$1.83K - $2.26K
|
35
$3.15K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26- 0.82% |
$1.9K - $2.35K
|
3.15K
$283K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-26- 0.65% |
$1.9K - $2.35K
|
3.97K
$358K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-39- 0.37% |
$2.85K - $3.52K
|
10.4K
$934K
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-40- 0.36% |
$2.92K - $3.61K
|
11.2K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-48- 5.27% |
$3.5K - $4.33K
|
862
$77.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 1.11% |
$3.65K - $4.51K
|
4.46K
$401K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-53- 12.99% |
$3.87K - $4.78K
|
355
$31.9K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-55- 0.51% |
$4.02K - $4.96K
|
10.8K
$973K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-56- 1.92% |
$4.09K - $5.05K
|
2.87K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-59- 1.55% |
$4.31K - $5.32K
|
3.74K
$336K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-61- 0.01% |
$4.45K - $5.5K
|
1.12M
$101M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-77- 4.71% |
$5.62K - $6.95K
|
1.56K
$140K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-77- 8.05% |
$5.62K - $6.95K
|
880
$79.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-83- 0.1% |
$6.06K - $7.49K
|
83.8K
$7.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 11.76% |
$7.3K - $9.02K
|
750
$67.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-105- 3.29% |
$7.67K - $9.47K
|
3.09K
$278K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-105- 3.09% |
$7.67K - $9.47K
|
3.29K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-120- 0.02% |
$8.76K - $10.8K
|
550K
$49.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-144- 3.87% |
$10.5K - $13K
|
3.57K
$322K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-145- 2.22% |
$10.6K - $13.1K
|
6.38K
$574K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-147- 0.46% |
$10.7K - $13.3K
|
31.7K
$2.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-149- 1.4% |
$10.9K - $13.4K
|
10.5K
$942K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-151- 3.74% |
$11K - $13.6K
|
3.88K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-158- 4.12% |
$11.5K - $14.3K
|
3.68K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-176- 9.04% |
$12.9K - $15.9K
|
1.77K
$159K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-178- 13.6% |
$13K - $16.1K
|
1.13K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-181- 2.42% |
$13.2K - $16.3K
|
7.29K
$656K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-185- 0.73% |
$13.5K - $16.7K
|
25.1K
$2.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-194- 4.88% |
$14.2K - $17.5K
|
3.78K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-198- 1.83% |
$14.5K - $17.9K
|
10.6K
$956K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-202- 7.87% |
$14.8K - $18.2K
|
2.36K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-207- 4.25% |
$15.1K - $18.7K
|
4.66K
$420K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-209- 4.49% |
$15.3K - $18.9K
|
4.45K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-222- 14.47% |
$16.2K - $20K
|
1.31K
$118K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-223- 2.66% |
$16.3K - $20.1K
|
8.17K
$735K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-249- 3.18% |
$18.2K - $22.5K
|
7.59K
$683K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-252- 3.91% |
$18.4K - $22.7K
|
6.2K
$558K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-255- 0.86% |
$18.6K - $23K
|
29.3K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-260- 2.71% |
$19K - $23.5K
|
9.33K
$839K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-261- 9.34% |
$19.1K - $23.5K
|
2.53K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-262- 4.02% |
$19.1K - $23.6K
|
6.26K
$563K
|