Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-759- 30.37% |
$94.6K - $102K
|
1.74K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-760- 1.35% |
$94.7K - $102K
|
55.5K
$7.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-773- 9.88% |
$96.3K - $104K
|
7.05K
$902K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-778- 12.9% |
$96.9K - $104K
|
5.25K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-780- 12.73% |
$97.2K - $104K
|
5.35K
$683K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-784- 1.35% |
$97.7K - $105K
|
57.2K
$7.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-795- 2.64% |
$99.1K - $106K
|
29.4K
$3.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 77.81% |
$100K - $108K
|
229
$29.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-825- 6.48% |
$103K - $111K
|
11.9K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-827- 0.47% |
$103K - $111K
|
177K
$22.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-828- 6.63% |
$103K - $111K
|
11.7K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-877- 5.93% |
$109K - $117K
|
13.9K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-924- 7.48% |
$115K - $124K
|
11.4K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-924- 4.71% |
$115K - $124K
|
18.7K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-930- 14.48% |
$116K - $125K
|
5.49K
$702K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-959- 0.55% |
$120K - $128K
|
173K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.04K- 0.85% |
$130K - $140K
|
121K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.06K- 23.16% |
$132K - $142K
|
3.52K
$450K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 2.78% |
$134K - $144K
|
37.5K
$4.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.1K- 11.75% |
$137K - $147K
|
8.27K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.17K- 38.71% |
$146K - $157K
|
1.86K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 20.19% |
$147K - $158K
|
4.67K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.2K- 8.87% |
$149K - $160K
|
12.3K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.21K- 8.64% |
$150K - $162K
|
12.8K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.26K- 13.96% |
$157K - $169K
|
7.77K
$993K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.3K- 9.68% |
$162K - $174K
|
12.1K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.34K- 1.87% |
$166K - $179K
|
70K
$8.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.35K- 15.3% |
$168K - $181K
|
7.48K
$957K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.37K- 23.29% |
$170K - $183K
|
4.5K
$575K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.38K- 2.61% |
$172K - $184K
|
51.3K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.41K- 38.86% |
$175K - $189K
|
2.22K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.47K- 2.27% |
$183K - $197K
|
63.5K
$8.12M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 46.44% |
$192K - $207K
|
1.78K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.55K- 15.2% |
$193K - $208K
|
8.64K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.61K- 15.61% |
$201K - $216K
|
8.7K
$1.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.64K- 12.71% |
$204K - $220K
|
11.3K
$1.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.71K- 41.03% |
$213K - $229K
|
2.45K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.72K- 3.91% |
$214K - $230K
|
42.2K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.73K- 8.16% |
$215K - $231K
|
19.4K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.76K- 8.19% |
$219K - $236K
|
19.7K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.78K- 3.71% |
$222K - $239K
|
46.2K
$5.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.82K- 3.87% |
$227K - $244K
|
45.3K
$5.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.83K- 99.95% |
$228K - $245K
|
1
$128
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.88K- 26.24% |
$234K - $252K
|
5.28K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.9K- 26.12% |
$236K - $254K
|
5.36K
$685K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.02K- 6.9% |
$251K - $270K
|
27.2K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.06K- 7.67% |
$256K - $275K
|
24.8K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-2.09K- 21.51% |
$260K - $279K
|
7.61K
$973K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.15K- 3.48% |
$268K - $289K
|
59.8K
$7.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.16K- 5.45% |
$269K - $290K
|
37.5K
$4.79M
|