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 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
61+ 2.27% |
$4.61K - $5.09K
|
2.75K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
60+ 0.91% |
$4.54K - $5.01K
|
6.69K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1.62% |
$4.46K - $4.92K
|
3.71K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
56+ 1.59% |
$4.24K - $4.67K
|
3.57K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
51+ 1.63% |
$3.86K - $4.26K
|
3.18K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
45+ 3.79% |
$3.4K - $3.76K
|
1.23K
$98.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
44+ 0.4% |
$3.33K - $3.67K
|
11K
$879K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
43+ 1.02% |
$3.25K - $3.59K
|
4.27K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
35+ 0.44% |
$2.65K - $2.92K
|
7.96K
$638K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
34+ 0.91% |
$2.57K - $2.84K
|
3.76K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
32New |
$2.42K - $2.67K
|
32
$2.57K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 9.65% |
$2.27K - $2.5K
|
341
$27.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30+ 62.5% |
$2.27K - $2.5K
|
78
$6.25K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30New |
$2.27K - $2.5K
|
30
$2.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
27+ 0.47% |
$2.04K - $2.25K
|
5.72K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 1.34% |
$1.97K - $2.17K
|
1.96K
$157K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
25+ 0.74% |
$1.89K - $2.09K
|
3.39K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
24+ 5.74% |
$1.82K - $2K
|
442
$35.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
22+ 0.63% |
$1.66K - $1.84K
|
3.53K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
21+ 0.08% |
$1.59K - $1.75K
|
25.3K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
19+ 0.37% |
$1.44K - $1.59K
|
5.22K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19+ 9.95% |
$1.44K - $1.59K
|
210
$16.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
16+ 0.08% |
$1.21K - $1.34K
|
19.6K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
14+ 0.03% |
$1.06K - $1.17K
|
40.4K
$3.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11+ 3.05% |
$832 - $918
|
372
$29.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 1.39% |
$757 - $835
|
730
$58.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.22% |
$681 - $751
|
4.04K
$324K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.39% |
$454 - $501
|
438
$35.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.16% |
$303 - $334
|
348
$27.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.41% |
$303 - $334
|
287
$23K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3+ 0.45% |
$227 - $250
|
673
$54K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.1% |
$227 - $250
|
2.87K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$75.7 - $83.5
|
1
$80.2
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 3.03% |
$151 - $167
|
64
$5.13K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.03% |
$151 - $167
|
5.97K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.35% |
$530 - $584
|
2.01K
$161K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10- 0.07% |
$757 - $835
|
13.5K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-11- 0.14% |
$832 - $918
|
8.06K
$646K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 0.38% |
$832 - $918
|
2.9K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-14- 10.37% |
$1.06K - $1.17K
|
121
$9.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-15- 0.39% |
$1.13K - $1.25K
|
3.88K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-17- 0.26% |
$1.29K - $1.42K
|
6.45K
$517K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-28- 0.08% |
$2.12K - $2.34K
|
35.8K
$2.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-34- 0.6% |
$2.57K - $2.84K
|
5.6K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-35- 1.29% |
$2.65K - $2.92K
|
2.68K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-43- 0.27% |
$3.25K - $3.59K
|
15.7K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-43- 0.62% |
$3.25K - $3.59K
|
6.94K
$557K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-57- 2.52% |
$4.31K - $4.76K
|
2.2K
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-68- 0.84% |
$5.14K - $5.68K
|
8K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-82- 0.91% |
$6.2K - $6.84K
|
8.93K
$716K
|