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 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 22.52% |
$4.09K - $4.57K
|
185
$25K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
26New |
$3.13K - $3.49K
|
26
$3.51K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
26+ 0.54% |
$3.13K - $3.49K
|
4.82K
$651K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25+ 0.51% |
$3.01K - $3.36K
|
4.91K
$663K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
22New |
$2.65K - $2.95K
|
22
$2.97K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 21.21% |
$2.53K - $2.82K
|
120
$16.2K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20New |
$2.4K - $2.69K
|
20
$2.7K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
18+ 0.2% |
$2.16K - $2.42K
|
8.9K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 0.25% |
$2.16K - $2.42K
|
7.33K
$989K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
17+ 0.22% |
$2.04K - $2.28K
|
7.73K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.04% |
$1.8K - $2.01K
|
39.7K
$5.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14+ 19.18% |
$1.68K - $1.88K
|
87
$11.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11+ 0.22% |
$1.32K - $1.48K
|
4.96K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9+ 0.27% |
$1.08K - $1.21K
|
3.3K
$445K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9+ 0.26% |
$1.08K - $1.21K
|
3.52K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8+ 0.44% |
$962 - $1.07K
|
1.81K
$245K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.24% |
$962 - $1.07K
|
3.41K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.27% |
$962 - $1.07K
|
2.94K
$397K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.27% |
$962 - $1.07K
|
2.98K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.26% |
$721 - $806
|
2.31K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5+ 0.29% |
$601 - $672
|
1.71K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5+ 0.13% |
$601 - $672
|
3.82K
$516K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 4.24% |
$601 - $672
|
123
$16.6K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.25% |
$481 - $537
|
1.61K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.25% |
$481 - $537
|
1.6K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.05% |
$481 - $537
|
7.94K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4+ 0.22% |
$481 - $537
|
1.82K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.13% |
$361 - $403
|
2.35K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$240 - $269
|
4.82K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
2+ 0.44% |
$240 - $269
|
457
$61.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.07% |
$240 - $269
|
2.88K
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$240 - $269
|
6.52K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$120 - $134
|
7.26K
$980K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 100.0% |
$120 - $134
|
2
$270
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.8K+ 237.21% |
$5.08M - $5.47M
|
58K
$7.83M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
33.4KNew |
$4.17M - $4.48M
|
33.4K
$4.51M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.3K+ 10.85% |
$3.16M - $3.39M
|
259K
$34.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.4KNew |
$3.04M - $3.27M
|
24.4K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.8K+ 42.85% |
$2.85M - $3.06M
|
76.1K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.1KNew |
$511K - $549K
|
4.1K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$457K - $492K
|
3.67K
$495K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.24KNew |
$403K - $434K
|
3.24K
$437K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.19KNew |
$398K - $428K
|
3.19K
$431K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
2.94KNew |
$366K - $393K
|
2.94K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.89K+ 2887.0% |
$360K - $387K
|
2.99K
$403K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.88KNew |
$359K - $385K
|
2.88K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.86KNew |
$356K - $383K
|
2.86K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.51KNew |
$313K - $337K
|
2.51K
$339K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
2.28KNew |
$284K - $305K
|
2.28K
$307K
|
|