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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.62K+ 6.23% |
$195K - $217K
|
27.6K
$3.73M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.59K+ 5.37% |
$192K - $214K
|
31.3K
$4.22M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.51K+ 9.43% |
$182K - $203K
|
17.5K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.41K+ 22.16% |
$170K - $190K
|
7.78K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.38K+ 5.62% |
$166K - $185K
|
25.9K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.37K+ 13.86% |
$165K - $184K
|
11.2K
$1.52M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.37KNew |
$164K - $184K
|
1.37K
$184K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.32K+ 10.18% |
$159K - $178K
|
14.3K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.32K+ 73.78% |
$159K - $177K
|
3.11K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.19K+ 13.26% |
$143K - $160K
|
10.2K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.17K+ 4.51% |
$141K - $157K
|
27.1K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.15K+ 0.95% |
$138K - $154K
|
122K
$16.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.14K+ 36.18% |
$137K - $153K
|
4.29K
$579K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.08K+ 16.99% |
$130K - $145K
|
7.46K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.01K+ 12.72% |
$122K - $136K
|
8.97K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
992+ 16.36% |
$119K - $133K
|
7.06K
$952K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
926+ 22.05% |
$111K - $124K
|
5.13K
$692K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
904+ 2.03% |
$109K - $121K
|
45.5K
$6.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
904+ 9.79% |
$109K - $121K
|
10.1K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
901+ 0.52% |
$108K - $121K
|
175K
$23.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
802+ 8.3% |
$96.4K - $108K
|
10.5K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
749New |
$90.1K - $101K
|
749
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
709+ 28.61% |
$85.3K - $95.2K
|
3.19K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 85.37% |
$84.2K - $94K
|
1.52K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
691+ 22.92% |
$83.1K - $92.8K
|
3.71K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
682+ 6.95% |
$82K - $91.6K
|
10.5K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
677New |
$81.4K - $90.9K
|
677
$91.4K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
625+ 13.78% |
$75.2K - $83.9K
|
5.16K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
609+ 38.86% |
$73.2K - $81.8K
|
2.18K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
609+ 4.07% |
$73.2K - $81.8K
|
15.6K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
592+ 21.17% |
$71.2K - $79.5K
|
3.39K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
585+ 1.96% |
$70.3K - $78.6K
|
30.4K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
584+ 150.9% |
$70.2K - $78.4K
|
971
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
560+ 2.34% |
$67.3K - $75.2K
|
24.5K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
535+ 5.01% |
$64.3K - $71.9K
|
11.2K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
508+ 7.75% |
$61.1K - $68.2K
|
7.06K
$953K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
507+ 0.73% |
$61K - $68.1K
|
70.3K
$9.49M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
487+ 4.04% |
$58.6K - $65.4K
|
12.5K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
477+ 3.3% |
$57.4K - $64.1K
|
14.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
473+ 14.6% |
$56.9K - $63.5K
|
3.71K
$501K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
471+ 19.16% |
$56.6K - $63.3K
|
2.93K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
469+ 8.33% |
$56.4K - $63K
|
6.1K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
463+ 22.67% |
$55.7K - $62.2K
|
2.51K
$338K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
461+ 13.02% |
$55.4K - $61.9K
|
4K
$540K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
460+ 20.4% |
$55.3K - $61.8K
|
2.72K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
421+ 4.06% |
$50.6K - $56.5K
|
10.8K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
377+ 18.7% |
$45.3K - $50.6K
|
2.39K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
365+ 3.15% |
$43.9K - $49K
|
11.9K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
362+ 5.66% |
$43.5K - $48.6K
|
6.76K
$912K
|