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 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.59M+ 31.79% |
$198M - $213M
|
6.59M
$865M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
931K+ 8.48% |
$116M - $125M
|
11.9M
$1.56B
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
675K+ 6491.97% |
$84.1M - $90.4M
|
685K
$89.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
285K+ 13.06% |
$35.5M - $38.1M
|
2.46M
$323M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 16.51% |
$29.8M - $32M
|
1.69M
$222M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
216K+ 248.27% |
$26.9M - $28.9M
|
302K
$39.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
BUY
|
- |
204KNew |
$25.4M - $27.3M
|
204K
$26.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
203KNew |
$25.3M - $27.2M
|
203K
$26.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
172KNew |
$21.4M - $23M
|
172K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
151K+ 1458.66% |
$18.8M - $20.2M
|
161K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
123K+ 3.5% |
$15.4M - $16.5M
|
3.65M
$480M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
96.9KNew |
$12.1M - $13M
|
96.9K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
78.2KNew |
$9.75M - $10.5M
|
78.2K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.9KNew |
$6.22M - $6.68M
|
49.9K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.6K+ 110.79% |
$5.8M - $6.24M
|
88.6K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44K+ 1.49% |
$5.48M - $5.89M
|
2.99M
$392M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.8K+ 237.21% |
$5.08M - $5.47M
|
58K
$7.61M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.5K+ 33.66% |
$4.79M - $5.15M
|
153K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.8K+ 4.25% |
$4.21M - $4.52M
|
827K
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
31.9K+ 6.11% |
$3.97M - $4.27M
|
554K
$72.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
26.4KNew |
$3.29M - $3.54M
|
26.4K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
26KNew |
$3.24M - $3.48M
|
26K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
25.7K+ 21.42% |
$3.2M - $3.44M
|
145K
$19.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.4KNew |
$3.04M - $3.27M
|
24.4K
$3.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
24.3KNew |
$3.02M - $3.25M
|
24.3K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$2.87M - $3.09M
|
23.1K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.8K+ 42.85% |
$2.85M - $3.06M
|
76.1K
$9.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
21.1K+ 9.37% |
$2.63M - $2.83M
|
247K
$32.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.7K+ 197.78% |
$2.46M - $2.64M
|
29.7K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.5K+ 18.47% |
$2.43M - $2.61M
|
125K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
19.3KNew |
$2.4M - $2.58M
|
19.3K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
19.3K+ 37.78% |
$2.4M - $2.58M
|
70.3K
$9.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.5K+ 6.14% |
$2.06M - $2.21M
|
285K
$37.4M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.6KNew |
$1.95M - $2.09M
|
15.6K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 4.78% |
$1.84M - $1.98M
|
324K
$42.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
14.4KNew |
$1.79M - $1.92M
|
14.4K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.3K+ 21.44% |
$1.54M - $1.65M
|
69.8K
$9.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$1.52M - $1.64M
|
12.2K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.7KNew |
$1.33M - $1.43M
|
10.7K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.5K+ 34.16% |
$1.31M - $1.41M
|
41.2K
$5.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.76K+ 186.05% |
$1.22M - $1.31M
|
15K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.67K+ 3.06% |
$1.2M - $1.3M
|
325K
$42.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.99K+ 5.63% |
$1.12M - $1.2M
|
169K
$22.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
8.73K+ 3.08% |
$1.09M - $1.17M
|
293K
$38.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
8.66KNew |
$1.08M - $1.16M
|
8.66K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.55K+ 4.16% |
$1.06M - $1.14M
|
214K
$28.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7.78KNew |
$970K - $1.04M
|
7.78K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.35KNew |
$916K - $985K
|
7.35K
$965K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7.34KNew |
$915K - $983K
|
7.34K
$964K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.15K+ 1.84% |
$891K - $958K
|
395K
$51.9M
|