Purchases and Sales Made in Q4 2025 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) 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 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
90.2K+ 450.55% |
$12.9M - $13.6M
|
110K
$16.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.5K+ 8.46% |
$2.49M - $2.62M
|
224K
$32.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
9.18KNew |
$1.31M - $1.38M
|
9.18K
$1.35M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8.04K+ 252.64% |
$1.15M - $1.21M
|
11.2K
$1.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
6.48KNew |
$926K - $975K
|
6.48K
$952K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
BUY
|
- |
4.79KNew |
$684K - $720K
|
4.79K
$703K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.65KNew |
$664K - $699K
|
4.65K
$683K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.51K+ 16.13% |
$501K - $528K
|
25.3K
$3.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.76K+ 4.8% |
$395K - $415K
|
60.3K
$8.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.73K+ 34.0% |
$390K - $411K
|
10.8K
$1.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
2.5KNew |
$357K - $376K
|
2.5K
$367K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.15KNew |
$307K - $323K
|
2.15K
$316K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.86KNew |
$266K - $280K
|
1.86K
$274K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 3.9% |
$211K - $223K
|
39.4K
$5.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.42KNew |
$202K - $213K
|
1.42K
$208K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.4KNew |
$200K - $211K
|
1.4K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.39K+ 11.37% |
$199K - $209K
|
13.6K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.32K+ 6.15% |
$189K - $199K
|
22.8K
$3.35M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.11K+ 30.26% |
$159K - $167K
|
4.78K
$702K
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
985+ 5.47% |
$141K - $148K
|
19K
$2.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
622+ 3.04% |
$88.8K - $93.5K
|
21.1K
$3.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
442+ 12.88% |
$63.1K - $66.5K
|
3.88K
$569K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
387+ 1.6% |
$55.3K - $58.2K
|
24.5K
$3.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
194+ 21.56% |
$27.7K - $29.2K
|
1.09K
$161K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
187+ 5.12% |
$26.7K - $28.1K
|
3.84K
$564K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
170+ 2.14% |
$24.3K - $25.6K
|
8.12K
$1.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
90+ 6.32% |
$12.9K - $13.5K
|
1.52K
$223K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
75+ 5.58% |
$10.7K - $11.3K
|
1.42K
$208K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
51+ 2.97% |
$7.28K - $7.67K
|
1.77K
$260K
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
36+ 1.38% |
$5.14K - $5.41K
|
2.64K
$388K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
36+ 0.34% |
$5.14K - $5.41K
|
10.6K
$1.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
35+ 0.26% |
$5K - $5.26K
|
13.3K
$1.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
26+ 0.25% |
$3.71K - $3.91K
|
10.5K
$1.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
26+ 0.56% |
$3.71K - $3.91K
|
4.64K
$681K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
22+ 0.54% |
$3.14K - $3.31K
|
4.11K
$604K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
13+ 0.17% |
$1.86K - $1.95K
|
7.77K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
10+ 0.34% |
$1.43K - $1.5K
|
2.99K
$439K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9+ 0.19% |
$1.29K - $1.35K
|
4.77K
$700K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9+ 0.2% |
$1.29K - $1.35K
|
4.62K
$679K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4+ 0.17% |
$571 - $601
|
2.38K
$349K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4+ 0.13% |
$571 - $601
|
3.08K
$452K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$286 - $301
|
14.9K
$2.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$143 - $150
|
5.22K
$766K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.06% |
$143 - $150
|
1.7K
$249K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4- 0.07% |
$571 - $601
|
5.68K
$835K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.54% |
$1.14K - $1.2K
|
1.49K
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10- 0.14% |
$1.43K - $1.5K
|
7.37K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-14- 0.05% |
$2K - $2.11K
|
25.8K
$3.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14- 35.9% |
$2K - $2.11K
|
25
$3.67K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17- 0.86% |
$2.43K - $2.56K
|
1.96K
$287K
|
|