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 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
51+ 0.25% |
$5.51K - $6.9K
|
20.3K
$2.74M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
50+ 0.69% |
$5.4K - $6.77K
|
7.28K
$983K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
26+ 0.69% |
$2.81K - $3.52K
|
3.81K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
22+ 17.32% |
$2.38K - $2.98K
|
149
$20.1K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
18+ 0.39% |
$1.95K - $2.44K
|
4.61K
$622K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.32% |
$1.62K - $2.03K
|
4.75K
$640K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.25% |
$1.19K - $1.49K
|
4.34K
$586K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
10+ 0.18% |
$1.08K - $1.35K
|
5.69K
$768K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
9+ 0.24% |
$973 - $1.22K
|
3.73K
$504K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 0.33% |
$864 - $1.08K
|
2.44K
$330K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6+ 0.19% |
$648 - $812
|
3.22K
$434K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.2% |
$216 - $271
|
1.02K
$137K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$108 - $135
|
558
$75.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $135
|
2.61K
$352K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 3.33% |
$108 - $135
|
31
$4.18K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-3- 0.09% |
$324 - $406
|
3.28K
$442K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4- 0.23% |
$432 - $541
|
1.74K
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-6- 3.08% |
$648 - $812
|
189
$25.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6- 0.24% |
$648 - $812
|
2.48K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-18- 0.51% |
$1.95K - $2.44K
|
3.52K
$474K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-18- 0.57% |
$1.95K - $2.44K
|
3.13K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-21- 0.22% |
$2.27K - $2.84K
|
9.49K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29- 1.22% |
$3.13K - $3.92K
|
2.35K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 0.27% |
$3.24K - $4.06K
|
11.2K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-32- 0.77% |
$3.46K - $4.33K
|
4.13K
$557K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-41- 0.27% |
$4.43K - $5.55K
|
15.3K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-47- 0.96% |
$5.08K - $6.36K
|
4.83K
$652K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-50- 2.37% |
$5.4K - $6.77K
|
2.06K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-53- 2.46% |
$5.73K - $7.17K
|
2.1K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 3.25% |
$5.94K - $7.44K
|
1.64K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-61- 4.5% |
$6.59K - $8.25K
|
1.29K
$175K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-77- 2.36% |
$8.32K - $10.4K
|
3.19K
$431K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-79- 1.31% |
$8.54K - $10.7K
|
5.97K
$806K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 1.41% |
$9.4K - $11.8K
|
6.09K
$822K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-92- 0.47% |
$9.94K - $12.4K
|
19.6K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-97- 2.42% |
$10.5K - $13.1K
|
3.92K
$528K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-107- 0.6% |
$11.6K - $14.5K
|
17.8K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-112- 1.86% |
$12.1K - $15.2K
|
5.92K
$799K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-120- 2.73% |
$13K - $16.2K
|
4.27K
$576K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-122- 0.47% |
$13.2K - $16.5K
|
25.9K
$3.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-137- 2.45% |
$14.8K - $18.5K
|
5.47K
$737K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-152- 3.07% |
$16.4K - $20.6K
|
4.8K
$648K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-157- 3.12% |
$17K - $21.2K
|
4.88K
$659K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-177- 0.59% |
$19.1K - $23.9K
|
29.8K
$4.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-190- 0.58% |
$20.5K - $25.7K
|
32.3K
$4.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 13.16% |
$21.6K - $27.1K
|
1.32K
$178K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 8.96% |
$29.1K - $36.4K
|
2.73K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-283- 8.15% |
$30.6K - $38.3K
|
3.19K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-297- 4.62% |
$32.1K - $40.2K
|
6.13K
$828K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-305- 12.79% |
$33K - $41.3K
|
2.08K
$281K
|