Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
106+ 1.64% |
$12.7K - $14.2K
|
6.57K
$887K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
95+ 13.07% |
$11.4K - $12.8K
|
822
$111K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
95+ 3.07% |
$11.4K - $12.8K
|
3.19K
$431K
|
|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 3.06% |
$7.82K - $8.73K
|
2.19K
$296K
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
52+ 0.79% |
$6.25K - $6.98K
|
6.68K
$901K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
51+ 0.42% |
$6.13K - $6.85K
|
12.1K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
51+ 1.96% |
$6.13K - $6.85K
|
2.66K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
50+ 2.13% |
$6.01K - $6.72K
|
2.4K
$323K
|
|
|
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 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
49+ 0.45% |
$5.89K - $6.58K
|
10.9K
$1.47M
|
|
|
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
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37+ 1.05% |
$4.45K - $4.97K
|
3.56K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 1.16% |
$4.45K - $4.97K
|
3.24K
$437K
|
|
|
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
|
|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26+ 0.63% |
$3.13K - $3.49K
|
4.16K
$562K
|
|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 0.25% |
$2.16K - $2.42K
|
7.33K
$989K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
18+ 0.2% |
$2.16K - $2.42K
|
8.9K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
17+ 0.18% |
$2.04K - $2.28K
|
9.51K
$1.28M
|
|
|
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 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 0.6% |
$1.56K - $1.75K
|
2.19K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12+ 0.14% |
$1.44K - $1.61K
|
8.34K
$1.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 0.25% |
$1.44K - $1.61K
|
4.73K
$638K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.25% |
$1.32K - $1.48K
|
4.33K
$584K
|