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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.29KNew |
$464K - $581K
|
4.29K
$617K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.24K+ 36.91% |
$458K - $574K
|
15.7K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
4.2K+ 68.38% |
$453K - $568K
|
10.3K
$1.48M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.92K+ 8.25% |
$423K - $530K
|
51.4K
$7.38M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
3.85KNew |
$415K - $520K
|
3.85K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.84KNew |
$415K - $520K
|
3.84K
$552K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 8.53% |
$410K - $514K
|
48.3K
$6.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
3.7KNew |
$400K - $501K
|
3.7K
$531K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.67K+ 10.0% |
$396K - $496K
|
40.4K
$5.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.65KNew |
$394K - $494K
|
3.65K
$524K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.64K+ 32.34% |
$393K - $492K
|
14.9K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
3.54KNew |
$383K - $480K
|
3.54K
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.17K+ 6.0% |
$342K - $428K
|
55.9K
$8.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.95KNew |
$319K - $399K
|
2.95K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.85K+ 36.54% |
$308K - $386K
|
10.7K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.77K+ 8.56% |
$299K - $375K
|
35.1K
$5.04M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
2.75K+ 10.11% |
$297K - $372K
|
30K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.71K+ 17.41% |
$293K - $367K
|
18.3K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.7KNew |
$292K - $366K
|
2.7K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.7K+ 8.03% |
$291K - $365K
|
36.2K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 2.2% |
$285K - $357K
|
122K
$17.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.63KNew |
$284K - $355K
|
2.63K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.54K+ 8.86% |
$275K - $344K
|
31.2K
$4.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.49KNew |
$269K - $337K
|
2.49K
$358K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 15.64% |
$268K - $336K
|
18.3K
$2.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.35KNew |
$254K - $318K
|
2.35K
$337K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.26K+ 45.46% |
$244K - $306K
|
7.23K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.13KNew |
$230K - $289K
|
2.13K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.13KNew |
$230K - $289K
|
2.13K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.09K+ 3.83% |
$226K - $283K
|
56.8K
$8.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.02K+ 3.51% |
$218K - $273K
|
59.5K
$8.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
2.01K+ 5.12% |
$218K - $272K
|
41.3K
$5.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1.99K+ 13.85% |
$214K - $269K
|
16.3K
$2.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.94K+ 27.77% |
$209K - $262K
|
8.91K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.93KNew |
$209K - $262K
|
1.93K
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.92KNew |
$207K - $259K
|
1.92K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.9KNew |
$205K - $257K
|
1.9K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.89KNew |
$205K - $256K
|
1.89K
$272K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.85KNew |
$199K - $250K
|
1.85K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.84K+ 15.56% |
$198K - $248K
|
13.6K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.83K+ 14.27% |
$198K - $248K
|
14.7K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.82KNew |
$196K - $246K
|
1.82K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.8KNew |
$195K - $244K
|
1.8K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.72K+ 19.27% |
$185K - $232K
|
10.6K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.71KNew |
$185K - $231K
|
1.71K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.68KNew |
$181K - $227K
|
1.68K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.67KNew |
$181K - $226K
|
1.67K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.67K+ 24.61% |
$180K - $226K
|
8.46K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.65KNew |
$178K - $223K
|
1.65K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.65KNew |
$178K - $223K
|
1.65K
$237K
|