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
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 13.16% |
$21.6K - $27.1K
|
1.32K
$178K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-242- 4.88% |
$26.2K - $32.7K
|
4.71K
$636K
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-309- 2.65% |
$33.4K - $41.8K
|
11.3K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-365- 12.09% |
$39.4K - $49.4K
|
2.66K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-367- 11.46% |
$39.7K - $49.7K
|
2.84K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-376- 8.55% |
$40.6K - $50.9K
|
4.02K
$543K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-406- 12.63% |
$43.9K - $54.9K
|
2.81K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-419- 10.71% |
$45.3K - $56.7K
|
3.5K
$472K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-427- 3.03% |
$46.1K - $57.8K
|
13.7K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-442- 6.92% |
$47.8K - $59.8K
|
5.94K
$802K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-555- 0.7% |
$60K - $75.1K
|
78.8K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-568- 0.34% |
$61.4K - $76.9K
|
166K
$22.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-586- 7.03% |
$63.3K - $79.3K
|
7.75K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-682- 1.36% |
$73.7K - $92.3K
|
49.6K
$6.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-727- 19.8% |
$78.6K - $98.4K
|
2.95K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-727- 14.85% |
$78.6K - $98.4K
|
4.17K
$563K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-829- 8.99% |
$89.6K - $112K
|
8.39K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-857- 0.56% |
$92.6K - $116K
|
152K
$20.5M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-982- 10.3% |
$106K - $133K
|
8.55K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.05K- 8.65% |
$113K - $141K
|
11K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.06K- 3.18% |
$114K - $143K
|
32.3K
$4.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 19.82% |
$115K - $144K
|
4.3K
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.07K- 12.93% |
$115K - $144K
|
7.17K
$968K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.21K- 5.75% |
$130K - $163K
|
19.8K
$2.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.65K- 1.7% |
$178K - $223K
|
95.5K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.02K- 17.48% |
$218K - $273K
|
9.54K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 1.87% |
$219K - $274K
|
106K
$14.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.15K- 60.3% |
$232K - $290K
|
1.41K
$191K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.99K- 6.4% |
$323K - $404K
|
43.7K
$5.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.22K- 14.88% |
$347K - $435K
|
18.4K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.23K- 8.2% |
$349K - $438K
|
36.2K
$4.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.47K- 1.24% |
$375K - $470K
|
278K
$37.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.62K- 2.07% |
$391K - $490K
|
171K
$23.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.76K- 67.44% |
$406K - $508K
|
1.81K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.23K- 34.19% |
$457K - $572K
|
8.13K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.47K- 9.68% |
$483K - $605K
|
41.7K
$5.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.96K- 5.68% |
$535K - $670K
|
82.3K
$11.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.97K- 4.92% |
$537K - $672K
|
96K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.02K- 15.75% |
$542K - $679K
|
26.8K
$3.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12.4K- 21.18% |
$1.34M - $1.68M
|
46.2K
$6.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13.3K- 10.68% |
$1.44M - $1.8M
|
111K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18.2K- 43.36% |
$1.96M - $2.46M
|
23.7K
$3.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-20.4K- 29.07% |
$2.2M - $2.76M
|
49.8K
$6.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-98.6K- 28.08% |
$10.7M - $13.3M
|
253K
$34.1M
|