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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.09KNew |
$261K - $280K
|
2.09K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2KNew |
$249K - $268K
|
2K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
1.88KNew |
$234K - $251K
|
1.88K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.83KNew |
$228K - $245K
|
1.83K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
1.81K+ 13.36% |
$226K - $243K
|
15.4K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.75KNew |
$219K - $235K
|
1.75K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.61KNew |
$200K - $215K
|
1.61K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.58KNew |
$197K - $212K
|
1.58K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.58KNew |
$197K - $211K
|
1.58K
$213K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.58KNew |
$196K - $211K
|
1.58K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.57KNew |
$196K - $211K
|
1.57K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.57KNew |
$195K - $210K
|
1.57K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.57KNew |
$195K - $210K
|
1.57K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.09KNew |
$136K - $146K
|
1.09K
$147K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
940New |
$117K - $126K
|
940
$127K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
930New |
$116K - $125K
|
930
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
625New |
$77.9K - $83.7K
|
625
$84.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
600+ 21.93% |
$74.8K - $80.4K
|
3.34K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
593+ 24.99% |
$73.9K - $79.4K
|
2.97K
$400K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
507New |
$63.2K - $67.9K
|
507
$68.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
488New |
$60.8K - $65.4K
|
488
$65.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
456+ 67.66% |
$56.8K - $61.1K
|
1.13K
$152K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
416+ 71.6% |
$51.8K - $55.7K
|
997
$135K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
398+ 8.07% |
$49.6K - $53.3K
|
5.33K
$719K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
392New |
$48.8K - $52.5K
|
392
$52.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
375+ 14.44% |
$46.7K - $50.2K
|
2.97K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
342New |
$42.6K - $45.8K
|
342
$46.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
268New |
$33.4K - $35.9K
|
268
$36.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
265New |
$33K - $35.5K
|
265
$35.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
190New |
$23.7K - $25.5K
|
190
$25.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$18.7K - $20.1K
|
150
$20.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148+ 18.05% |
$18.4K - $19.8K
|
968
$131K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$18.1K - $19.4K
|
145
$19.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
140New |
$17.4K - $18.8K
|
140
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
137New |
$17.1K - $18.4K
|
137
$18.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
132New |
$16.4K - $17.7K
|
132
$17.8K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
131New |
$16.3K - $17.5K
|
131
$17.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
108+ 80.6% |
$13.5K - $14.5K
|
242
$32.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
80+ 0.23% |
$9.97K - $10.7K
|
35.4K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
62New |
$7.73K - $8.31K
|
62
$8.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 0.88% |
$6.23K - $6.7K
|
5.71K
$770K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.61% |
$6.23K - $6.7K
|
8.31K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49New |
$6.11K - $6.56K
|
49
$6.61K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
45+ 1.82% |
$5.61K - $6.03K
|
2.51K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
45+ 1.79% |
$5.61K - $6.03K
|
2.55K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41+ 1.21% |
$5.11K - $5.49K
|
3.44K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.64% |
$5.11K - $5.49K
|
6.47K
$872K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
28+ 0.71% |
$3.49K - $3.75K
|
3.95K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22New |
$2.74K - $2.95K
|
22
$2.97K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.98% |
$1.99K - $2.14K
|
1.66K
$223K
|