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 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-263- 13.05% |
$19.2K - $23.7K
|
1.75K
$158K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-271- 4.27% |
$19.8K - $24.4K
|
6.08K
$547K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-281- 1.77% |
$20.5K - $25.4K
|
15.6K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-298- 27.16% |
$21.8K - $26.9K
|
799
$71.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-299- 12.23% |
$21.8K - $27K
|
2.15K
$193K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-301- 9.53% |
$22K - $27.2K
|
2.86K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-315- 1.28% |
$23K - $28.4K
|
24.3K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-324- 1.76% |
$23.7K - $29.2K
|
18.1K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-343- 5.79% |
$25K - $30.9K
|
5.58K
$502K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-358- 6.21% |
$26.1K - $32.3K
|
5.41K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-385- 2.37% |
$28.1K - $34.7K
|
15.9K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-390- 2.06% |
$28.5K - $35.2K
|
18.6K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-393- 4.48% |
$28.7K - $35.5K
|
8.38K
$754K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-422- 1.84% |
$30.8K - $38.1K
|
22.5K
$2.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-426- 11.5% |
$31.1K - $38.4K
|
3.28K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-429- 11.12% |
$31.3K - $38.7K
|
3.43K
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-459- 1.94% |
$33.5K - $41.4K
|
23.2K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-492- 1.89% |
$35.9K - $44.4K
|
25.6K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-499- 4.02% |
$36.4K - $45K
|
11.9K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-510- 87.18% |
$37.2K - $46K
|
75
$6.75K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-558- 8.62% |
$40.7K - $50.3K
|
5.92K
$532K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-583- 1.33% |
$42.6K - $52.6K
|
43.3K
$3.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-591- 15.92% |
$43.2K - $53.3K
|
3.12K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-594- 17.15% |
$43.4K - $53.6K
|
2.87K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-615- 5.84% |
$44.9K - $55.5K
|
9.91K
$892K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-633- 13.9% |
$46.2K - $57.1K
|
3.92K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-637- 2.61% |
$46.5K - $57.5K
|
23.7K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-674- 4.66% |
$49.2K - $60.8K
|
13.8K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-696- 9.41% |
$50.8K - $62.8K
|
6.7K
$603K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-720- 15.82% |
$52.6K - $65K
|
3.83K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-733- 6.11% |
$53.5K - $66.1K
|
11.3K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-760- 2.24% |
$55.5K - $68.6K
|
33.2K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-775- 14.7% |
$56.6K - $69.9K
|
4.5K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-777- 3.02% |
$56.7K - $70.1K
|
24.9K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-824- 2.98% |
$60.2K - $74.3K
|
26.8K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-830- 3.13% |
$60.6K - $74.9K
|
25.7K
$2.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-843- 22.13% |
$61.6K - $76.1K
|
2.97K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-865- 12.47% |
$63.2K - $78K
|
6.07K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-905- 2.45% |
$66.1K - $81.6K
|
36K
$3.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-928- 0.95% |
$67.8K - $83.7K
|
97K
$8.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-935- 2.52% |
$68.3K - $84.4K
|
36.2K
$3.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-950- 6.96% |
$69.4K - $85.7K
|
12.7K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-963- 7.99% |
$70.3K - $86.9K
|
11.1K
$997K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-996- 15.09% |
$72.7K - $89.9K
|
5.6K
$504K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.02K- 40.07% |
$74.1K - $91.6K
|
1.52K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.02K- 3.1% |
$74.8K - $92.4K
|
32K
$2.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.03K- 29.81% |
$75K - $92.7K
|
2.42K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 7.99% |
$76.7K - $94.7K
|
12.1K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.07K- 15.8% |
$78.1K - $96.5K
|
5.7K
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 3.11% |
$79.4K - $98.2K
|
33.8K
$3.04M
|