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 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-733- 6.11% |
$53.5K - $66.1K
|
11.3K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-755- 41.76% |
$55.1K - $68.1K
|
1.05K
$94.7K
|
|
|
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
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.11K- 0.71% |
$80.8K - $99.8K
|
155K
$14M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.12K- 3.69% |
$81.6K - $101K
|
29.2K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.13K- 13.22% |
$82.4K - $102K
|
7.41K
$667K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.15K- 5.84% |
$84.3K - $104K
|
18.6K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.19K- 2.19% |
$86.7K - $107K
|
53.1K
$4.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.2K- 9.22% |
$87.3K - $108K
|
11.8K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.21K- 10.72% |
$88.3K - $109K
|
10.1K
$906K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.22K- 5.32% |
$89.2K - $110K
|
21.8K
$1.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.26K- 1.59% |
$91.8K - $113K
|
77.9K
$7.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1.27K- 12.04% |
$93K - $115K
|
9.31K
$838K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.31K- 1.11% |
$95.7K - $118K
|
117K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.4K- 6.22% |
$102K - $126K
|
21.1K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 5.52% |
$111K - $137K
|
26K
$2.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 3.07% |
$114K - $141K
|
49.1K
$4.42M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.62K- 4.78% |
$119K - $147K
|
32.3K
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.66K- 17.56% |
$121K - $150K
|
7.81K
$702K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.67K- 1.16% |
$122K - $150K
|
142K
$12.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.67K- 9.27% |
$122K - $151K
|
16.3K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.71K- 4.39% |
$125K - $154K
|
37.2K
$3.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.94K- 4.63% |
$142K - $175K
|
40K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.01K- 0.38% |
$147K - $182K
|
530K
$47.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.04K- 8.28% |
$149K - $184K
|
22.6K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.08K- 6.81% |
$152K - $188K
|
28.5K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.18K- 1.84% |
$159K - $197K
|
116K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.22K- 5.79% |
$162K - $201K
|
36.2K
$3.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.49K- 6.65% |
$182K - $225K
|
35K
$3.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.78K- 2.86% |
$203K - $251K
|
94.6K
$8.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 26.14% |
$224K - $276K
|
8.65K
$779K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.11K- 19.97% |
$227K - $280K
|
12.5K
$1.12M
|