Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGU)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
203KNew |
$25.3M - $27.2M
|
203K
$26.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
172KNew |
$21.4M - $23M
|
172K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
151K+ 1458.66% |
$18.8M - $20.2M
|
161K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.9KNew |
$6.22M - $6.68M
|
49.9K
$6.57M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
26.4KNew |
$3.29M - $3.54M
|
26.4K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.4KNew |
$3.04M - $3.27M
|
24.4K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$2.87M - $3.09M
|
23.1K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.8K+ 42.85% |
$2.85M - $3.06M
|
76.1K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
21.1K+ 9.37% |
$2.63M - $2.83M
|
247K
$32.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
19.3K+ 37.78% |
$2.4M - $2.58M
|
70.3K
$9.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.5K+ 6.14% |
$2.06M - $2.21M
|
285K
$37.6M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.6KNew |
$1.95M - $2.09M
|
15.6K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 4.78% |
$1.84M - $1.98M
|
324K
$42.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
14.4KNew |
$1.79M - $1.92M
|
14.4K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$1.52M - $1.64M
|
12.2K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.5K+ 34.16% |
$1.31M - $1.41M
|
41.2K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.76K+ 186.05% |
$1.22M - $1.31M
|
15K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
8.73K+ 3.08% |
$1.09M - $1.17M
|
293K
$38.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.55K+ 4.16% |
$1.06M - $1.14M
|
214K
$28.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7.78KNew |
$970K - $1.04M
|
7.78K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.15K+ 1.84% |
$891K - $958K
|
395K
$52.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.7K+ 34.86% |
$835K - $897K
|
25.9K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.47KNew |
$806K - $866K
|
6.47K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.38KNew |
$794K - $854K
|
6.38K
$840K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.71K+ 5.43% |
$711K - $764K
|
111K
$14.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
5.5KNew |
$686K - $737K
|
5.5K
$725K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.01K+ 12.83% |
$625K - $672K
|
44.1K
$5.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.43K+ 24.83% |
$552K - $593K
|
22.3K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.1KNew |
$511K - $549K
|
4.1K
$540K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.73KNew |
$464K - $499K
|
3.73K
$491K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.68KNew |
$459K - $493K
|
3.68K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.6K+ 2.22% |
$449K - $483K
|
166K
$21.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.47KNew |
$432K - $464K
|
3.47K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.43K+ 13.28% |
$427K - $459K
|
29.3K
$3.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.28K+ 83.99% |
$409K - $439K
|
7.18K
$947K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.26K+ 17.58% |
$406K - $436K
|
21.8K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.26KNew |
$406K - $436K
|
3.26K
$429K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.24KNew |
$404K - $434K
|
3.24K
$427K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.24KNew |
$403K - $434K
|
3.24K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.22K+ 6.79% |
$402K - $432K
|
50.7K
$6.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.15KNew |
$393K - $422K
|
3.15K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.02KNew |
$376K - $404K
|
3.02K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.01K+ 30.74% |
$376K - $404K
|
12.8K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.89K+ 106.92% |
$360K - $387K
|
5.59K
$737K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.89K+ 2887.0% |
$360K - $387K
|
2.99K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.86KNew |
$356K - $383K
|
2.86K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.85K+ 32.44% |
$355K - $381K
|
11.6K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.85K+ 18.86% |
$355K - $381K
|
17.9K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.64K+ 10.08% |
$329K - $353K
|
28.8K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.49KNew |
$310K - $333K
|
2.49K
$327K
|