Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.74K- 9.64% |
$132K - $145K
|
16.3K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.75K- 0.43% |
$132K - $146K
|
403K
$36.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.78K- 4.04% |
$134K - $148K
|
42.2K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.09K- 3.11% |
$158K - $174K
|
65.1K
$5.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.12K- 15.45% |
$161K - $177K
|
11.6K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.15K- 24.74% |
$163K - $180K
|
6.54K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.24K- 36.86% |
$169K - $187K
|
3.83K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.29K- 9.82% |
$174K - $191K
|
21.1K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.31K- 5.16% |
$175K - $193K
|
42.5K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.39K- 1.01% |
$181K - $200K
|
236K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.39K- 11.66% |
$181K - $200K
|
18.1K
$1.63M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 8.41% |
$185K - $204K
|
26.6K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.53K- 35.33% |
$191K - $211K
|
4.63K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.67K- 17.31% |
$202K - $223K
|
12.7K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.71K- 21.37% |
$205K - $226K
|
9.97K
$897K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.87K- 5.35% |
$217K - $240K
|
50.8K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.92K- 4.48% |
$221K - $243K
|
62.2K
$5.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.97K- 2.14% |
$225K - $248K
|
136K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.98K- 1.35% |
$226K - $249K
|
219K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.03K- 29.91% |
$229K - $253K
|
7.1K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.14K- 27.43% |
$238K - $262K
|
8.32K
$748K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.4K- 9.55% |
$257K - $284K
|
32.2K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.4K- 15.94% |
$257K - $284K
|
18K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.5K- 10.77% |
$265K - $292K
|
29K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.54K- 95.8% |
$268K - $295K
|
155
$13.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.6K- 13.68% |
$272K - $300K
|
22.7K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.78K- 11.29% |
$286K - $316K
|
29.7K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.01K- 2.29% |
$303K - $335K
|
171K
$15.4M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.04K- 14.79% |
$306K - $337K
|
23.3K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.15K- 1.62% |
$314K - $347K
|
252K
$22.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.27K- 22.48% |
$323K - $357K
|
14.7K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.12K- 1.55% |
$388K - $428K
|
326K
$29.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-5.23K- 1.86% |
$395K - $436K
|
276K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.7K- 37.89% |
$431K - $476K
|
9.34K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.95K- 34.11% |
$450K - $497K
|
11.5K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.1K- 2.77% |
$461K - $509K
|
214K
$19.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.43K- 8.11% |
$486K - $536K
|
72.9K
$6.56M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.89K- 12.12% |
$522K - $575K
|
50K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7.02K- 14.58% |
$531K - $586K
|
41.1K
$3.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.6K- 0.46% |
$575K - $634K
|
1.65M
$149M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.68K- 1.54% |
$657K - $725K
|
555K
$50M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-9.51K- 5.41% |
$720K - $794K
|
166K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12K- 30.7% |
$909K - $1M
|
27.1K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-12.7K- 24.43% |
$964K - $1.06M
|
39.4K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.9K- 22.76% |
$973K - $1.07M
|
43.6K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-13.9K- 50.73% |
$1.05M - $1.16M
|
13.5K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.3K- 7.08% |
$1.08M - $1.19M
|
188K
$16.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.8K- 2.59% |
$1.12M - $1.24M
|
558K
$50.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-19.1K- 64.9% |
$1.45M - $1.6M
|
10.4K
$932K
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20.1K- 82.79% |
$1.52M - $1.68M
|
4.17K
$376K
|