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 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
165+ 4.87% |
$17.8K - $22.3K
|
3.55K
$510K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
162+ 7.39% |
$17.5K - $21.9K
|
2.35K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
161+ 1.33% |
$17.4K - $21.8K
|
12.3K
$1.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
157+ 9.21% |
$17K - $21.2K
|
1.86K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
154+ 1.92% |
$16.6K - $20.8K
|
8.17K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
146New |
$15.8K - $19.8K
|
146
$21K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
144+ 12.66% |
$15.6K - $19.5K
|
1.28K
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
133+ 0.11% |
$14.4K - $18K
|
126K
$18.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
128+ 1.67% |
$13.8K - $17.3K
|
7.81K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
127+ 2.94% |
$13.7K - $17.2K
|
4.45K
$639K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
124+ 2.26% |
$13.4K - $16.8K
|
5.6K
$805K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
122+ 3.19% |
$13.2K - $16.5K
|
3.94K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
117New |
$12.6K - $15.8K
|
117
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
116New |
$12.5K - $15.7K
|
116
$16.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
114+ 2.97% |
$12.3K - $15.4K
|
3.95K
$567K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 8.48% |
$11.9K - $14.9K
|
1.41K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
107+ 4.92% |
$11.6K - $14.5K
|
2.28K
$328K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
104+ 63.03% |
$11.2K - $14.1K
|
269
$38.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
99New |
$10.7K - $13.4K
|
99
$14.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
91+ 0.76% |
$9.83K - $12.3K
|
12.1K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
87+ 35.08% |
$9.4K - $11.8K
|
335
$48.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
86+ 2.91% |
$9.29K - $11.6K
|
3.04K
$437K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
85+ 2.32% |
$9.19K - $11.5K
|
3.75K
$539K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
81+ 3.11% |
$8.75K - $11K
|
2.68K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
77+ 16.85% |
$8.32K - $10.4K
|
534
$76.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
76+ 0.41% |
$8.21K - $10.3K
|
18.4K
$2.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
71+ 0.59% |
$7.67K - $9.61K
|
12.2K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
71+ 1.06% |
$7.67K - $9.61K
|
6.75K
$969K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
66+ 1.71% |
$7.13K - $8.93K
|
3.93K
$564K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
57+ 0.06% |
$6.16K - $7.71K
|
98.6K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
56+ 0.76% |
$6.05K - $7.58K
|
7.42K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
56+ 15.38% |
$6.05K - $7.58K
|
420
$60.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55+ 2.03% |
$5.94K - $7.44K
|
2.77K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
53New |
$5.73K - $7.17K
|
53
$7.61K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
52+ 0.67% |
$5.62K - $7.04K
|
7.78K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
51+ 0.25% |
$5.51K - $6.9K
|
20.3K
$2.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
50+ 0.96% |
$5.4K - $6.77K
|
5.26K
$755K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
50+ 0.69% |
$5.4K - $6.77K
|
7.28K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
49+ 0.71% |
$5.29K - $6.63K
|
6.98K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
42+ 1.87% |
$4.54K - $5.68K
|
2.29K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
41+ 1.26% |
$4.43K - $5.55K
|
3.3K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
38+ 0.8% |
$4.11K - $5.14K
|
4.77K
$684K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
38+ 1.47% |
$4.11K - $5.14K
|
2.62K
$377K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
37+ 0.55% |
$4K - $5.01K
|
6.74K
$968K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
35+ 1.0% |
$3.78K - $4.74K
|
3.54K
$508K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
33+ 10.0% |
$3.57K - $4.46K
|
363
$52.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
32+ 0.94% |
$3.46K - $4.33K
|
3.44K
$494K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 3.92% |
$3.24K - $4.06K
|
796
$114K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30+ 0.19% |
$3.24K - $4.06K
|
15.8K
$2.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
26+ 0.69% |
$2.81K - $3.52K
|
3.81K
$547K
|