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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
339+ 43.74% |
$40.8K - $45.5K
|
1.11K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
320+ 12.13% |
$38.5K - $43K
|
2.96K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
309+ 119.31% |
$37.2K - $41.5K
|
568
$76.6K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
299+ 1.4% |
$36K - $40.2K
|
21.7K
$2.93M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
257+ 2.93% |
$30.9K - $34.5K
|
9.03K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
257+ 7.21% |
$30.9K - $34.5K
|
3.82K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
256+ 2.16% |
$30.8K - $34.4K
|
12.1K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
254+ 3.61% |
$30.5K - $34.1K
|
7.3K
$985K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
251+ 3.14% |
$30.2K - $33.7K
|
8.25K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
212+ 4.45% |
$25.5K - $28.5K
|
4.98K
$672K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
198+ 8.48% |
$23.8K - $26.6K
|
2.53K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
187+ 45.72% |
$22.5K - $25.1K
|
596
$80.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
183New |
$22K - $24.6K
|
183
$24.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
165+ 2.63% |
$19.8K - $22.2K
|
6.44K
$869K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
158New |
$19K - $21.2K
|
158
$21.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
148+ 34.42% |
$17.8K - $19.9K
|
578
$78K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 1.73% |
$17.2K - $19.2K
|
8.42K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
140+ 8.91% |
$16.8K - $18.8K
|
1.71K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
140+ 8.44% |
$16.8K - $18.8K
|
1.8K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
131+ 0.1% |
$15.8K - $17.6K
|
130K
$17.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
128+ 1.1% |
$15.4K - $17.2K
|
11.8K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
123+ 0.21% |
$14.8K - $16.5K
|
59.9K
$8.09M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
122+ 4.95% |
$14.7K - $16.4K
|
2.59K
$349K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
121New |
$14.5K - $16.3K
|
121
$16.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
101+ 5.79% |
$12.1K - $13.6K
|
1.84K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
100+ 1.33% |
$12K - $13.4K
|
7.6K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
99+ 0.85% |
$11.9K - $13.3K
|
11.7K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
97+ 1.93% |
$11.7K - $13K
|
5.13K
$693K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
95+ 3.07% |
$11.4K - $12.8K
|
3.19K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
95+ 13.07% |
$11.4K - $12.8K
|
822
$111K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
81+ 2.35% |
$9.74K - $10.9K
|
3.52K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 4.92% |
$9.62K - $10.7K
|
1.71K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
77+ 3.05% |
$9.26K - $10.3K
|
2.6K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
70+ 37.43% |
$8.42K - $9.4K
|
257
$34.7K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
69+ 38.55% |
$8.3K - $9.27K
|
248
$33.5K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
64+ 24.06% |
$7.7K - $8.6K
|
330
$44.5K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 1.09% |
$6.61K - $7.39K
|
5.12K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
54+ 0.56% |
$6.49K - $7.25K
|
9.62K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
51+ 1.96% |
$6.13K - $6.85K
|
2.66K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
50+ 33.56% |
$6.01K - $6.72K
|
199
$26.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
50+ 2.13% |
$6.01K - $6.72K
|
2.4K
$323K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
48+ 0.49% |
$5.77K - $6.45K
|
9.86K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
44+ 1.37% |
$5.29K - $5.91K
|
3.26K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
43+ 0.36% |
$5.17K - $5.77K
|
12.1K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
42+ 1.25% |
$5.05K - $5.64K
|
3.41K
$460K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
42New |
$5.05K - $5.64K
|
42
$5.67K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 1.16% |
$4.45K - $4.97K
|
3.24K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37+ 1.05% |
$4.45K - $4.97K
|
3.56K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
36+ 1.04% |
$4.33K - $4.83K
|
3.5K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35+ 0.02% |
$4.21K - $4.7K
|
203K
$27.4M
|