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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.55K- 46.94% |
$318K - $341K
|
2.88K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.55K- 10.65% |
$318K - $342K
|
21.4K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.56K- 12.42% |
$319K - $343K
|
18K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.61K- 0.5% |
$325K - $350K
|
524K
$68.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.63K- 3.66% |
$327K - $352K
|
69.2K
$9.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.65K- 0.9% |
$331K - $355K
|
293K
$38.5M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-2.67K- 18.38% |
$333K - $358K
|
11.9K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.71K- 2.45% |
$338K - $363K
|
108K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.74K- 5.09% |
$341K - $367K
|
51K
$6.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.75K- 6.29% |
$343K - $368K
|
41K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2.78K- 3.33% |
$347K - $373K
|
80.8K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-2.83K- 47.79% |
$352K - $378K
|
3.09K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.89K- 3.17% |
$360K - $387K
|
88.4K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.92K- 9.33% |
$363K - $391K
|
28.4K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.93K- 22.17% |
$365K - $392K
|
10.3K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.97K- 19.01% |
$370K - $398K
|
12.7K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.98K- 17.5% |
$371K - $399K
|
14.1K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3K- 30.34% |
$374K - $402K
|
6.89K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.05K- 61.31% |
$380K - $409K
|
1.93K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.2K- 0.87% |
$399K - $428K
|
363K
$47.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.29K- 11.25% |
$410K - $441K
|
26K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.35K- 2.83% |
$417K - $449K
|
115K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.4K- 6.36% |
$423K - $455K
|
50K
$6.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.42K- 50.34% |
$426K - $458K
|
3.38K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.46K- 6.62% |
$431K - $464K
|
48.8K
$6.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.63K- 6.32% |
$453K - $487K
|
53.9K
$7.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.64K- 2.52% |
$453K - $487K
|
141K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.67K- 3.85% |
$458K - $492K
|
91.8K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-3.75K- 20.86% |
$468K - $503K
|
14.2K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.3K- 2.41% |
$536K - $576K
|
174K
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.44K- 6.61% |
$553K - $595K
|
62.8K
$8.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-4.53K- 7.29% |
$565K - $607K
|
57.6K
$7.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.78K- 2.87% |
$595K - $640K
|
162K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-5K- 42.02% |
$623K - $670K
|
6.9K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.09K- 19.89% |
$634K - $682K
|
20.5K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.36K- 1.91% |
$668K - $718K
|
275K
$36.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.4K- 11.32% |
$673K - $723K
|
42.3K
$5.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.42K- 5.84% |
$675K - $726K
|
87.3K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.79K- 3.32% |
$721K - $775K
|
169K
$22.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.19K- 10.13% |
$772K - $830K
|
54.9K
$7.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.74K- 6.43% |
$840K - $903K
|
98K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.81K- 6.48% |
$848K - $912K
|
98.2K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-7.05K- 7.38% |
$879K - $944K
|
88.5K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.23K- 9.86% |
$901K - $969K
|
66.1K
$8.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-7.26K- 1.31% |
$904K - $972K
|
545K
$71.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.26K- 0.96% |
$905K - $973K
|
748K
$98.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.35K- 7.18% |
$916K - $984K
|
95K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.5K- 8.87% |
$935K - $1M
|
77.1K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.09K- 12.29% |
$1.01M - $1.08M
|
57.7K
$7.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.55K- 26.12% |
$1.07M - $1.15M
|
24.2K
$3.17M
|