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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 41.56% |
$314K - $347K
|
14.2K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
4.12K+ 3.58% |
$312K - $344K
|
119K
$10.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.08KNew |
$308K - $340K
|
4.08K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4.02KNew |
$304K - $336K
|
4.02K
$362K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.88K+ 16.57% |
$294K - $324K
|
27.3K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.82K+ 0.72% |
$289K - $319K
|
534K
$48.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
3.67K+ 18.41% |
$278K - $306K
|
23.6K
$2.12M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.58KNew |
$271K - $299K
|
3.58K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.55KNew |
$268K - $296K
|
3.55K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.54KNew |
$268K - $295K
|
3.54K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.53KNew |
$267K - $294K
|
3.53K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
3.5KNew |
$265K - $292K
|
3.5K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.37KNew |
$255K - $281K
|
3.37K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.33K+ 1.37% |
$252K - $278K
|
247K
$22.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.2K+ 12.01% |
$242K - $267K
|
29.9K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.19KNew |
$241K - $266K
|
3.19K
$287K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.16K+ 75.17% |
$239K - $264K
|
7.37K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.12KNew |
$236K - $261K
|
3.12K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.1K+ 12.37% |
$235K - $259K
|
28.2K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.08K+ 5.64% |
$233K - $257K
|
57.7K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.08K+ 7.92% |
$233K - $257K
|
42K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
3.07KNew |
$232K - $256K
|
3.07K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.06KNew |
$232K - $256K
|
3.06K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$232K - $256K
|
3.06K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.02K+ 17.91% |
$229K - $252K
|
19.9K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.99KNew |
$226K - $249K
|
2.99K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.86K+ 55.13% |
$216K - $239K
|
8.05K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.75K+ 86.84% |
$208K - $230K
|
5.92K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.74KNew |
$207K - $228K
|
2.74K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.63KNew |
$199K - $219K
|
2.63K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.45K+ 1.49% |
$185K - $204K
|
167K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.37K+ 32.76% |
$180K - $198K
|
9.62K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.31K+ 3.22% |
$175K - $193K
|
74.2K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.3K+ 54.1% |
$174K - $192K
|
6.56K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.3K+ 1.36% |
$174K - $192K
|
171K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.29K+ 8.44% |
$173K - $191K
|
29.4K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.23K+ 35.1% |
$168K - $186K
|
8.56K
$771K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.19K+ 2.33% |
$166K - $183K
|
96.1K
$8.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2.04K+ 3.08% |
$155K - $171K
|
68.4K
$6.16M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.97KNew |
$149K - $165K
|
1.97K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.96K+ 3.68% |
$148K - $164K
|
55.2K
$4.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.94K+ 0.81% |
$147K - $162K
|
241K
$21.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.86K+ 3.15% |
$141K - $156K
|
61.1K
$5.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.83KNew |
$138K - $153K
|
1.83K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.76K+ 28.66% |
$133K - $147K
|
7.9K
$710K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 6.86% |
$132K - $145K
|
27.1K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.72KNew |
$130K - $143K
|
1.72K
$154K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 32.38% |
$128K - $142K
|
6.94K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.68K+ 348.65% |
$127K - $140K
|
2.16K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
1.65K+ 368.83% |
$124K - $137K
|
2.09K
$188K
|