Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

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 29, 2025 Q4 2024
Warren Street Wealth Advisors, LLC

BUY
 -
945
+ 12.41%
$71.5K - $78.9K
8.56K $682K
Jan 24, 2025 Q4 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
928
+ 4.74%
$70.2K - $77.5K
20.5K $1.63M
Jan 29, 2025 Q4 2024
Apcm Wealth Management For Individuals

BUY
 -
926
+ 3.44%
$70.1K - $77.3K
27.8K $2.22M
Jan 23, 2025 Q4 2024
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
906
+ 2.11%
$68.5K - $75.6K
43.9K $3.5M
Jan 24, 2025 Q4 2024
Princeton Global Asset Management LLC

BUY
 -
863
New
$65.3K - $72K
863 $68.8K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
858
+ 5.47%
$64.9K - $71.6K
16.5K $1.32M
Jan 24, 2025 Q4 2024
Central Trust CO

Jefferson City, MO
BUY
 -
846
+ 1.88%
$64K - $70.6K
45.7K $3.65M
Jan 22, 2025 Q4 2024
Bsw Wealth Partners

Boulder, CO
BUY
 -
841
+ 1.12%
$63.6K - $70.2K
75.8K $6.04M
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
840
+ 4.22%
$63.5K - $70.1K
20.7K $1.65M
Jan 14, 2025 Q4 2024
Richard P Slaughter Associates Inc

BUY
 -
825
+ 8.52%
$62.4K - $68.9K
10.5K $838K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
776
+ 112.95%
$58.7K - $64.8K
1.46K $117K
Jan 22, 2025 Q4 2024
Foster Group, Inc.

BUY
 -
759
+ 10.94%
$57.4K - $63.4K
7.7K $614K
Feb 04, 2025 Q4 2024
Weil Company, Inc.

BUY
 -
739
+ 14.4%
$55.9K - $61.7K
5.87K $468K
Jan 22, 2025 Q4 2024
Wade Financial Advisory, Inc

BUY
 -
719
+ 19.17%
$54.4K - $60K
4.47K $356K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
695
+ 3.29%
$52.6K - $58K
21.8K $1.74M
Feb 03, 2025 Q4 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
682
New
$51.6K - $56.9K
682 $54.4K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
669
+ 2.96%
$50.6K - $55.8K
23.3K $1.86M
Feb 04, 2025 Q4 2024
Johnson Financial Group, LLC

Denver, CO
BUY
 -
648
+ 4.12%
$49K - $54.1K
16.4K $1.31M
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
627
New
$47.4K - $52.3K
627 $50K
Jan 14, 2025 Q4 2024
E Rn Financial, LLC

BUY
 -
623
+ 6.53%
$47.1K - $52K
10.2K $810K
Feb 10, 2025 Q4 2024
1 St Source Bank

BUY
 -
618
+ 6.3%
$46.8K - $51.6K
10.4K $831K
Feb 04, 2025 Q4 2024
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
615
+ 3.49%
$46.5K - $51.3K
18.2K $1.45M
Feb 05, 2025 Q4 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
607
+ 3.83%
$45.9K - $50.7K
16.4K $1.31M
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
574
+ 20.22%
$43.4K - $47.9K
3.41K $272K
Jan 16, 2025 Q4 2024
Umb Bank, N.A.

BUY
 -
568
New
$43K - $47.4K
568 $45.3K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
564
New
$42.7K - $47.1K
564 $45K
Jan 23, 2025 Q4 2024
Manning & Napier Advisors LLC

Fairport, NY
BUY
 -
563
+ 13.24%
$42.6K - $47K
4.82K $384K
Feb 06, 2025 Q4 2024
Alesco Advisors LLC

Pittsford, NY
BUY
 -
556
+ 0.39%
$42.1K - $46.4K
143K $11.4M
Feb 11, 2025 Q4 2024
Plancorp, LLC

BUY
 -
552
+ 1.37%
$41.8K - $46.1K
40.8K $3.25M
Feb 04, 2025 Q4 2024
White Lighthouse Investment Management Inc.

BUY
 -
512
+ 2.63%
$38.7K - $42.7K
20K $1.59M
Feb 11, 2025 Q4 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
511
+ 14.4%
$38.7K - $42.7K
4.06K $324K
Feb 07, 2025 Q4 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
505
+ 6.01%
$38.2K - $42.2K
8.91K $710K
Jan 28, 2025 Q4 2024
Birch Hill Investment Advisors LLC

BUY
 -
505
+ 5.96%
$38.2K - $42.2K
8.97K $715K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
500
New
$37.8K - $41.7K
500 $39.9K
Jan 24, 2025 Q4 2024
Cfm Wealth Partners LLC

BUY
 -
478
+ 2.06%
$36.2K - $39.9K
23.7K $1.89M
Jan 29, 2025 Q4 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
472
+ 37.73%
$35.7K - $39.4K
1.72K $137K
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

BUY
 -
456
+ 4.02%
$34.5K - $38.1K
11.8K $940K
Jan 28, 2025 Q4 2024
Rede Wealth, LLC

BUY
 -
446
+ 15.7%
$33.7K - $37.2K
3.29K $262K
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
443
+ 12.3%
$33.5K - $37K
4.05K $323K
Jan 23, 2025 Q4 2024
Litman Gregory Wealth Management LLC

BUY
 -
402
+ 0.44%
$30.4K - $33.6K
91.2K $7.27M
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
401
+ 4.71%
$30.3K - $33.5K
8.92K $711K
Feb 07, 2025 Q4 2024
Gould Asset Management LLC

Claremont, CA
BUY
 -
390
+ 1.24%
$29.5K - $32.6K
31.9K $2.54M
Jan 27, 2025 Q4 2024
Vision Capital Management, Inc.

Portland, OR
BUY
 -
375
+ 1.19%
$28.4K - $31.3K
32K $2.55M
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
370
+ 7.85%
$28K - $30.9K
5.09K $405K
Jan 14, 2025 Q4 2024
Omega Financial Group, LLC

BUY
 -
361
+ 2.91%
$27.3K - $30.1K
12.8K $1.02M
Feb 10, 2025 Q4 2024
Facet Wealth, Inc.

BUY
 -
357
+ 0.87%
$27K - $29.8K
41.2K $3.28M
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
346
New
$26.2K - $28.9K
346 $27.6K
Feb 04, 2025 Q4 2024
Wt Wealth Management

BUY
 -
341
+ 4.44%
$25.8K - $28.5K
8.02K $640K
Jan 24, 2025 Q4 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
326
+ 11.11%
$24.7K - $27.2K
3.26K $260K

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