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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.54KNew |
$268K - $295K
|
3.54K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.53KNew |
$267K - $294K
|
3.53K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
3.5KNew |
$265K - $292K
|
3.5K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.37KNew |
$255K - $281K
|
3.37K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.33K+ 1.37% |
$252K - $278K
|
247K
$19.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.2K+ 12.01% |
$242K - $267K
|
29.9K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.19KNew |
$241K - $266K
|
3.19K
$254K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.16K+ 75.17% |
$239K - $264K
|
7.37K
$587K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.1K+ 12.37% |
$235K - $259K
|
28.2K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.08K+ 5.64% |
$233K - $257K
|
57.7K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.08K+ 7.92% |
$233K - $257K
|
42K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
3.07KNew |
$232K - $256K
|
3.07K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$232K - $256K
|
3.06K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.06KNew |
$232K - $256K
|
3.06K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.02K+ 17.91% |
$229K - $252K
|
19.9K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.99KNew |
$226K - $249K
|
2.99K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.86K+ 55.13% |
$216K - $239K
|
8.05K
$642K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.63KNew |
$199K - $219K
|
2.63K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.45K+ 1.49% |
$185K - $204K
|
167K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.37K+ 32.76% |
$180K - $198K
|
9.62K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.3K+ 54.1% |
$174K - $192K
|
6.56K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.3K+ 1.36% |
$174K - $192K
|
171K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.29K+ 8.44% |
$173K - $191K
|
29.4K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2.04K+ 3.08% |
$155K - $171K
|
68.4K
$5.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.94K+ 0.81% |
$147K - $162K
|
241K
$19.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.83KNew |
$138K - $153K
|
1.83K
$146K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 6.86% |
$132K - $145K
|
27.1K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 32.38% |
$128K - $142K
|
6.94K
$553K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
1.65K+ 368.83% |
$124K - $137K
|
2.09K
$167K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.64K+ 16.97% |
$124K - $137K
|
11.3K
$903K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.59K+ 9.99% |
$120K - $133K
|
17.5K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 3.91% |
$120K - $133K
|
42.2K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.58K+ 3.16% |
$119K - $132K
|
51.5K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.45K+ 15.67% |
$109K - $121K
|
10.7K
$851K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.41K+ 12.82% |
$107K - $118K
|
12.4K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.35K+ 109.93% |
$102K - $113K
|
2.58K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.31K+ 12.75% |
$99.3K - $110K
|
11.6K
$925K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.31K+ 5.55% |
$98.7K - $109K
|
24.8K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 1.5% |
$98.7K - $109K
|
88.1K
$7.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.28K+ 2.77% |
$96.7K - $107K
|
47.4K
$3.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 13.74% |
$94.5K - $104K
|
10.3K
$824K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.25K+ 92.64% |
$94.3K - $104K
|
2.59K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.23K+ 5.43% |
$93.3K - $103K
|
24K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.21K+ 159.08% |
$91.5K - $101K
|
1.97K
$157K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.12K+ 6.6% |
$84.5K - $93.2K
|
18K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.06K+ 10.11% |
$80K - $88.2K
|
11.5K
$918K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
1.05K+ 40.57% |
$79.3K - $87.5K
|
3.63K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1K+ 2.68% |
$75.8K - $83.6K
|
38.3K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
998+ 3.15% |
$75.5K - $83.3K
|
32.7K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
990+ 28.83% |
$74.9K - $82.6K
|
4.42K
$353K
|