Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
149
New
$18.6K - $20K
149 $20.1K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
148
+ 18.05%
$18.4K - $19.8K
968 $131K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
145
New
$18.1K - $19.4K
145 $19.6K
Feb 05, 2025 Q4 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
143
+ 0.92%
$17.8K - $19.2K
15.7K $2.12M
Feb 27, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
140
New
$17.4K - $18.8K
140 $18.9K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
137
New
$17.1K - $18.4K
137 $18.5K
Jan 30, 2025 Q4 2024
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
136
+ 4.31%
$16.9K - $18.2K
3.29K $444K
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
135
+ 2.74%
$16.8K - $18.1K
5.07K $684K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
132
New
$16.4K - $17.7K
132 $17.8K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
131
New
$16.3K - $17.5K
131 $17.7K
Jan 22, 2025 Q4 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
111
+ 4.45%
$13.8K - $14.9K
2.61K $352K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
108
+ 80.6%
$13.5K - $14.5K
242 $32.7K
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
108
+ 0.92%
$13.5K - $14.5K
11.8K $1.59M
Feb 10, 2025 Q4 2024
Wealth Architects, LLC

BUY
 -
106
+ 0.23%
$13.2K - $14.2K
46K $6.21M
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
105
+ 0.56%
$13.1K - $14.1K
18.8K $2.54M
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
103
+ 5.38%
$12.8K - $13.8K
2.02K $272K
Jan 31, 2025 Q4 2024
Macroview Investment Management LLC

BUY
 -
103
+ 0.66%
$12.8K - $13.8K
15.6K $2.11M
Jan 29, 2025 Q4 2024
Walkner Condon Financial Advisors LLC

BUY
 -
96
+ 1.53%
$12K - $12.9K
6.37K $860K
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
96
+ 4.07%
$12K - $12.9K
2.46K $332K
Jan 29, 2025 Q4 2024
Single Point Partners, LLC

BUY
 -
85
+ 3.48%
$10.6K - $11.4K
2.53K $341K
Feb 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
84
+ 0.02%
$10.5K - $11.3K
377K $50.8M
Jan 24, 2025 Q4 2024
Clearview Wealth Advisors LLC

BUY
 -
82
+ 0.68%
$10.2K - $11K
12.1K $1.63M
Feb 14, 2025 Q4 2024
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
80
+ 0.23%
$9.97K - $10.7K
35.4K $4.78M
Jan 31, 2025 Q4 2024
Centerpoint Advisors, LLC

BUY
 -
79
+ 42.25%
$9.84K - $10.6K
266 $35.9K
Jan 23, 2025 Q4 2024
Litman Gregory Wealth Management LLC

BUY
 -
70
+ 2.31%
$8.72K - $9.38K
3.1K $418K
Jan 28, 2025 Q4 2024
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
65
+ 4.08%
$8.1K - $8.71K
1.66K $224K
Feb 14, 2025 Q4 2024
Financial Advisory Service, Inc.

BUY
 -
62
New
$7.73K - $8.31K
62 $8.37K
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
60
+ 8.39%
$7.48K - $8.04K
775 $105K
Feb 14, 2025 Q4 2024
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
56
+ 3.15%
$6.98K - $7.5K
1.83K $247K
Jan 27, 2025 Q4 2024
Stratos Wealth Advisors, LLC

BUY
 -
50
+ 0.61%
$6.23K - $6.7K
8.31K $1.12M
Feb 14, 2025 Q4 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
50
+ 0.88%
$6.23K - $6.7K
5.71K $770K
Jan 23, 2025 Q4 2024
Hanson & Doremus Investment Management

BUY
 -
49
New
$6.11K - $6.56K
49 $6.61K
Jan 24, 2025 Q4 2024
Leverty Financial Group, LLC

BUY
 -
45
+ 1.79%
$5.61K - $6.03K
2.55K $344K
Feb 18, 2025 Q4 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
45
+ 1.82%
$5.61K - $6.03K
2.51K $339K
Jan 30, 2025 Q4 2024
Bcu Wealth Advisors, LLC

Vernon Hills, IL
BUY
 -
42
+ 1.33%
$5.23K - $5.63K
3.2K $432K
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
41
+ 1.21%
$5.11K - $5.49K
3.44K $464K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
41
+ 0.64%
$5.11K - $5.49K
6.47K $872K
Feb 13, 2025 Q4 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
38
+ 0.24%
$4.74K - $5.09K
16K $2.16M
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
38
+ 1.78%
$4.74K - $5.09K
2.17K $293K
Feb 05, 2025 Q4 2024
Glassman Wealth Services

BUY
 -
35
New
$4.36K - $4.69K
35 $4.72K
Jan 21, 2025 Q4 2024
Lantz Financial LLC

BUY
 -
35
+ 0.93%
$4.36K - $4.69K
3.78K $510K
Jan 23, 2025 Q4 2024
Caprock Group, Inc.

BUY
 -
33
+ 0.93%
$4.11K - $4.42K
3.59K $485K
Feb 07, 2025 Q4 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
28
+ 0.71%
$3.49K - $3.75K
3.95K $533K
Jan 29, 2025 Q4 2024
Avidian Wealth Solutions, LLC

BUY
 -
25
+ 0.19%
$3.12K - $3.35K
13K $1.75M
Feb 14, 2025 Q4 2024
Mendel Capital Management LLC

BUY
 -
25
+ 0.18%
$3.12K - $3.35K
14.2K $1.92M
Jan 23, 2025 Q4 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
22
New
$2.74K - $2.95K
22 $2.97K
Feb 13, 2025 Q4 2024
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
22
+ 22.92%
$2.74K - $2.95K
118 $15.9K
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
18
+ 0.73%
$2.24K - $2.41K
2.48K $334K
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
16
+ 0.98%
$1.99K - $2.14K
1.66K $223K

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