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 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.62KNew |
$175K - $219K
|
1.62K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 14.92% |
$174K - $218K
|
12.4K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.61KNew |
$174K - $218K
|
1.61K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.61KNew |
$174K - $218K
|
1.61K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58KNew |
$170K - $213K
|
1.58K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.58KNew |
$170K - $213K
|
1.58K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.57KNew |
$169K - $212K
|
1.57K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.56KNew |
$168K - $210K
|
1.56K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.54KNew |
$166K - $208K
|
1.54K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
1.54KNew |
$166K - $208K
|
1.54K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.53K+ 12.19% |
$165K - $207K
|
14.1K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.53KNew |
$165K - $207K
|
1.53K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.53K+ 60.78% |
$165K - $207K
|
4.04K
$580K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.52KNew |
$164K - $206K
|
1.52K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 83.39% |
$163K - $204K
|
3.31K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.5KNew |
$162K - $203K
|
1.5K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.45K+ 2.1% |
$157K - $197K
|
70.9K
$10.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.41K+ 8.82% |
$152K - $191K
|
17.4K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.38K+ 8.34% |
$150K - $187K
|
18K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.3K+ 42.17% |
$141K - $176K
|
4.39K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.28K+ 0.19% |
$138K - $173K
|
662K
$95.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.27KNew |
$138K - $172K
|
1.27K
$183K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.27K+ 7.47% |
$137K - $172K
|
18.3K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.27K+ 1.78% |
$137K - $171K
|
72.5K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.27K+ 0.18% |
$137K - $171K
|
694K
$99.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.22K+ 71.13% |
$132K - $165K
|
2.94K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 28.5% |
$124K - $155K
|
5.18K
$743K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.12KNew |
$121K - $152K
|
1.12K
$161K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.11K+ 5.44% |
$119K - $150K
|
21.4K
$3.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.45% |
$116K - $145K
|
10.4K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.02K+ 60.68% |
$110K - $138K
|
2.7K
$388K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.01K+ 18.1% |
$109K - $136K
|
6.57K
$943K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 1.16% |
$109K - $136K
|
87.9K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
989+ 4.35% |
$107K - $134K
|
23.7K
$3.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
BUY
|
- |
942+ 3.85% |
$102K - $127K
|
25.4K
$3.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
893+ 37.74% |
$96.5K - $121K
|
3.26K
$468K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
889+ 1.4% |
$96.1K - $120K
|
64.3K
$9.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
875+ 15.44% |
$94.6K - $118K
|
6.54K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
866+ 15.47% |
$93.6K - $117K
|
6.46K
$928K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
859+ 27.49% |
$92.8K - $116K
|
3.98K
$572K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
839+ 12.76% |
$90.7K - $114K
|
7.41K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
825+ 5.83% |
$89.1K - $112K
|
15K
$2.15M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
820+ 6.76% |
$88.6K - $111K
|
13K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
788+ 0.98% |
$85.2K - $107K
|
81.3K
$11.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
782+ 54.42% |
$84.5K - $106K
|
2.22K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
756+ 11.74% |
$81.7K - $102K
|
7.2K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
746New |
$80.6K - $101K
|
746
$107K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
744+ 3.37% |
$80.4K - $101K
|
22.8K
$3.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
741New |
$80.1K - $100K
|
741
$106K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
709+ 6.96% |
$76.6K - $95.9K
|
10.9K
$1.56M
|