Purchases and Sales Made in Q2 2025 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
194K+ 302.69% |
$21M - $26.3M
|
259K
$34.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
12KNew |
$1.29M - $1.62M
|
12K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.89KNew |
$1.07M - $1.34M
|
9.89K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
8.51K+ 28.54% |
$920K - $1.15M
|
38.3K
$5.17M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.38K+ 48.48% |
$798K - $999K
|
22.6K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.27K+ 63.0% |
$785K - $983K
|
18.8K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.33K+ 10.9% |
$684K - $857K
|
64.4K
$8.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.99KNew |
$647K - $810K
|
5.99K
$808K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.53K+ 9.43% |
$598K - $749K
|
64.2K
$8.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.53K+ 51.31% |
$597K - $748K
|
16.3K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.55K+ 2.21% |
$491K - $615K
|
210K
$28.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
4.49K+ 1.64% |
$485K - $607K
|
278K
$37.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 8.53% |
$410K - $514K
|
48.3K
$6.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.65KNew |
$394K - $494K
|
3.65K
$493K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.17K+ 6.0% |
$342K - $428K
|
55.9K
$7.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.95KNew |
$319K - $399K
|
2.95K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.54K+ 8.86% |
$275K - $344K
|
31.2K
$4.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.49KNew |
$269K - $337K
|
2.49K
$336K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 15.64% |
$268K - $336K
|
18.3K
$2.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.02K+ 3.51% |
$218K - $273K
|
59.5K
$8.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1.99K+ 13.85% |
$214K - $269K
|
16.3K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.84K+ 15.56% |
$198K - $248K
|
13.6K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.67KNew |
$181K - $226K
|
1.67K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.61KNew |
$174K - $218K
|
1.61K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.61KNew |
$174K - $218K
|
1.61K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58KNew |
$170K - $213K
|
1.58K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.58KNew |
$170K - $213K
|
1.58K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 83.39% |
$163K - $204K
|
3.31K
$447K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.45K+ 2.1% |
$157K - $197K
|
70.9K
$9.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.41K+ 8.82% |
$152K - $191K
|
17.4K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.3K+ 42.17% |
$141K - $176K
|
4.39K
$593K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.27K+ 7.47% |
$137K - $172K
|
18.3K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.11K+ 5.44% |
$119K - $150K
|
21.4K
$2.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.45% |
$116K - $145K
|
10.4K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
889+ 1.4% |
$96.1K - $120K
|
64.3K
$8.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
839+ 12.76% |
$90.7K - $114K
|
7.41K
$1M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
820+ 6.76% |
$88.6K - $111K
|
13K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
741New |
$80.1K - $100K
|
741
$100K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
709+ 6.96% |
$76.6K - $95.9K
|
10.9K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
672+ 35.56% |
$72.6K - $90.9K
|
2.56K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
507+ 2.79% |
$54.8K - $68.6K
|
18.7K
$2.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
481+ 4.1% |
$52K - $65.1K
|
12.2K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
367+ 16.8% |
$39.7K - $49.7K
|
2.55K
$344K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
302+ 11.3% |
$32.6K - $40.9K
|
2.98K
$401K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
258+ 5.01% |
$27.9K - $34.9K
|
5.41K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
250+ 2.29% |
$27K - $33.8K
|
11.2K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
247+ 11.64% |
$26.7K - $33.4K
|
2.37K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
189+ 4.58% |
$20.4K - $25.6K
|
4.32K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
183+ 0.19% |
$19.8K - $24.8K
|
96.1K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
162+ 7.39% |
$17.5K - $21.9K
|
2.35K
$318K
|