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 |
---|---|---|---|---|---|---|---|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.32% |
$1.62K - $2.03K
|
4.75K
$640K
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.25% |
$1.19K - $1.49K
|
4.34K
$586K
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
10+ 0.18% |
$1.08K - $1.35K
|
5.69K
$768K
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
9+ 0.24% |
$973 - $1.22K
|
3.73K
$504K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 0.33% |
$864 - $1.08K
|
2.44K
$330K
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6+ 0.19% |
$648 - $812
|
3.22K
$434K
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.2% |
$216 - $271
|
1.02K
$137K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $135
|
2.61K
$352K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$108 - $135
|
558
$75.3K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 3.33% |
$108 - $135
|
31
$4.18K
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
273K+ 4.91% |
$32.9M - $36.7M
|
5.84M
$788M
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
270KNew |
$32.4M - $36.2M
|
270K
$36.4M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
238K+ 6.52% |
$28.6M - $32M
|
3.89M
$525M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
234K+ 3.54% |
$28.1M - $31.4M
|
6.82M
$921M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
171K+ 8.56% |
$20.6M - $23M
|
2.17M
$293M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
137K+ 4.18% |
$16.5M - $18.4M
|
3.41M
$461M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
107K+ 19.36% |
$12.9M - $14.4M
|
661K
$89.2M
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
88.8K+ 3.84% |
$10.7M - $11.9M
|
2.4M
$324M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80K+ 9.67% |
$9.62M - $10.8M
|
907K
$122M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.2K+ 874.33% |
$6.52M - $7.28M
|
60.4K
$8.15M
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
49.9KNew |
$6M - $6.71M
|
49.9K
$6.74M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.3K+ 2.19% |
$5.93M - $6.62M
|
2.3M
$310M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.4KNew |
$5.1M - $5.7M
|
42.4K
$5.73M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
36.4KNew |
$4.37M - $4.88M
|
36.4K
$4.91M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
35.6K+ 45.51% |
$4.28M - $4.78M
|
114K
$15.4M
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
35.3K+ 6.44% |
$4.24M - $4.74M
|
583K
$78.7M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.3K+ 12.08% |
$3.88M - $4.33M
|
299K
$40.4M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
26.6K+ 1287.71% |
$3.2M - $3.57M
|
28.7K
$3.87M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
25.3K+ 8.65% |
$3.04M - $3.4M
|
318K
$42.9M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24.1KNew |
$2.9M - $3.24M
|
24.1K
$3.26M
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
23K+ 411.66% |
$2.77M - $3.09M
|
28.6K
$3.86M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22.3K+ 495.93% |
$2.68M - $3M
|
26.8K
$3.62M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
18.8K+ 32.87% |
$2.25M - $2.52M
|
75.8K
$10.2M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
15K+ 13.56% |
$1.81M - $2.02M
|
126K
$17M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14.8K+ 8.57% |
$1.78M - $1.99M
|
187K
$25.3M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
14KNew |
$1.69M - $1.88M
|
14K
$1.89M
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 8.47% |
$1.64M - $1.83M
|
175K
$23.6M
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 112.66% |
$1.56M - $1.74M
|
24.4K
$3.3M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.2KNew |
$1.47M - $1.64M
|
12.2K
$1.65M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.2K+ 8.4% |
$1.47M - $1.64M
|
158K
$21.3M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.8KNew |
$1.42M - $1.59M
|
11.8K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10.8K+ 13.42% |
$1.3M - $1.46M
|
91.6K
$12.4M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.1K+ 6.13% |
$1.22M - $1.36M
|
176K
$23.7M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.53K+ 78.31% |
$1.03M - $1.15M
|
19.4K
$2.62M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.01K+ 16.93% |
$963K - $1.08M
|
55.3K
$7.46M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.89K+ 84.25% |
$949K - $1.06M
|
17.3K
$2.33M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.88K+ 27.34% |
$947K - $1.06M
|
36.7K
$4.95M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.8KNew |
$938K - $1.05M
|
7.8K
$1.05M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.59K+ 162.47% |
$913K - $1.02M
|
12.3K
$1.65M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.94K+ 9.26% |
$835K - $933K
|
81.9K
$11.1M
|