Purchases and Sales Made in Q4 2025 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q4 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
Jan 15, 2026 Q4 2025
Xena Financial Planning, LLC

Portland, OR
BUY
 -
61.3K
New
$5.63M - $5.89M
61.3K $5.81M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
28.4K
+ 235.21%
$2.61M - $2.73M
40.4K $3.83M
Jan 20, 2026 Q4 2025
Impact Investors, Inc

San Francisco, CA
BUY
 -
20.9K
+ 20.99%
$1.92M - $2M
120K $11.4M
Jan 07, 2026 Q4 2025
Impac Tfolio, LLC

BUY
 -
15.2K
+ 3.96%
$1.4M - $1.46M
399K $37.8M
Jan 14, 2026 Q4 2025
Bond & Devick Financial Network, Inc.

BUY
 -
12.8K
+ 3.9%
$1.17M - $1.23M
340K $32.3M
Jan 16, 2026 Q4 2025
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
12.8K
+ 102.14%
$1.17M - $1.23M
25.3K $2.39M
Jan 13, 2026 Q4 2025
Argentarii, LLC

Cincinnati, OH
BUY
 -
12.4K
New
$1.14M - $1.19M
12.4K $1.17M
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
12K
+ 5.93%
$1.1M - $1.15M
214K $20.3M
Jan 22, 2026 Q4 2025
Stanich Group LLC

Montauk, NY
BUY
 -
10.9K
+ 5.41%
$997K - $1.04M
212K $20M
Jan 20, 2026 Q4 2025
Aspiriant, LLC

BUY
 -
7.88K
New
$724K - $757K
7.88K $747K
Jan 15, 2026 Q4 2025
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
6.34K
New
$582K - $609K
6.34K $601K
Jan 12, 2026 Q4 2025
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
6.25K
+ 4.79%
$574K - $600K
137K $12.9M
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
4.28K
+ 54.56%
$393K - $411K
12.1K $1.15M
Jan 14, 2026 Q4 2025
Neumann Capital Management, LLC

BUY
 -
4.09K
+ 15.5%
$376K - $393K
30.5K $2.89M
Jan 15, 2026 Q4 2025
Motive Wealth Advisors

BUY
 -
3.51K
New
$323K - $337K
3.51K $333K
Jan 23, 2026 Q4 2025
Rede Wealth, LLC

BUY
 -
3.48K
New
$320K - $335K
3.48K $330K
Jan 14, 2026 Q4 2025
Mor Wealth Management, LLC

Philadelphia, PA
BUY
 -
3.22K
New
$295K - $309K
3.22K $305K
Jan 12, 2026 Q4 2025
Jgp Wealth Management, LLC

BUY
 -
2.79K
New
$256K - $268K
2.79K $265K
Jan 23, 2026 Q4 2025
Natural Investments, LLC

BUY
 -
2.69K
New
$247K - $259K
2.69K $255K
Jan 08, 2026 Q4 2025
North Crest Asset Manangement, LLC

BUY
 -
2.31K
New
$212K - $222K
2.31K $218K
Jan 23, 2026 Q4 2025
Financial Futures LTD Liability Co.

BUY
 -
2.24K
New
$205K - $215K
2.24K $212K
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
2.2K
+ 9.71%
$202K - $211K
24.9K $2.36M
Jan 20, 2026 Q4 2025
Relyea Zuckerberg Hanson LLC

BUY
 -
2.14K
+ 3.22%
$196K - $205K
68.5K $6.49M
Jan 20, 2026 Q4 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.13K
New
$196K - $205K
2.13K $202K
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
1.83K
+ 2442.67%
$168K - $176K
1.91K $181K
Jan 08, 2026 Q4 2025
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
1.8K
+ 5.3%
$165K - $172K
35.6K $3.38M
Jan 21, 2026 Q4 2025
Brooklyn Fi, LLC

New York, NY
BUY
 -
1.53K
+ 6.01%
$140K - $147K
26.9K $2.55M
Jan 23, 2026 Q4 2025
Blue Sky Capital Consultants Group, Inc.

Poway, CA
BUY
 -
1.5K
+ 3.71%
$138K - $144K
41.9K $3.97M
Jan 12, 2026 Q4 2025
Pioneer Wealth Management Group

Austin, TX
BUY
 -
1.42K
+ 5.8%
$130K - $136K
25.9K $2.45M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.35K
+ 13.19%
$124K - $129K
11.6K $1.1M
Jan 23, 2026 Q4 2025
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.26K
+ 4.24%
$116K - $121K
31K $2.94M
Jan 23, 2026 Q4 2025
Keener Financial Planning LLC

Keller, TX
BUY
 -
1.23K
+ 60.75%
$113K - $118K
3.24K $307K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.21K
+ 0.48%
$111K - $116K
252K $23.9M
Jan 08, 2026 Q4 2025
Sincerus Advisory, LLC

New York, NY
BUY
 -
1.09K
+ 3.34%
$100K - $105K
33.8K $3.2M
Jan 20, 2026 Q4 2025
Capital Management Associates, Inc

Minneapolis, MN
BUY
 -
1K
+ 31.2%
$91.8K - $96.1K
4.21K $398K
Jan 20, 2026 Q4 2025
Olio Financial Planning

BUY
 -
955
+ 4.42%
$87.7K - $91.7K
22.6K $2.14M
Jan 14, 2026 Q4 2025
Acropolis Investment Management, LLC

BUY
 -
820
+ 4.86%
$75.3K - $78.8K
17.7K $1.68M
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
792
+ 26.15%
$72.7K - $76.1K
3.82K $362K
Jan 23, 2026 Q4 2025
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
733
+ 4.05%
$67.3K - $70.4K
18.8K $1.79M
Jan 16, 2026 Q4 2025
Values Added Financial LLC

Washington, DC
BUY
 -
719
+ 3.98%
$66K - $69.1K
18.8K $1.78M
Jan 14, 2026 Q4 2025
Weil Company, Inc.

BUY
 -
701
+ 4.69%
$64.4K - $67.3K
15.6K $1.48M
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
636
+ 5.54%
$58.4K - $61.1K
12.1K $1.15M
Jan 16, 2026 Q4 2025
Bridge Port Financial Solutions, LLC

Fairfield, IA
BUY
 -
593
+ 20.73%
$54.5K - $57K
3.45K $327K
Jan 23, 2026 Q4 2025
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
487
+ 8.62%
$44.7K - $46.8K
6.14K $581K
Jan 23, 2026 Q4 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
469
+ 1.83%
$43.1K - $45.1K
26.1K $2.48M
Jan 07, 2026 Q4 2025
Capital Advantage, Inc.

BUY
 -
464
+ 7.73%
$42.6K - $44.6K
6.47K $613K
Jan 02, 2026 Q4 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
428
New
$39.3K - $41.1K
428 $40.5K
Jan 15, 2026 Q4 2025
Shum Financial Group, Inc.

Alameda, CA
BUY
 -
413
+ 17.0%
$37.9K - $39.7K
2.84K $269K
Jan 15, 2026 Q4 2025
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
393
+ 18.24%
$36.1K - $37.8K
2.55K $241K

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