Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGD)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
63.4KNew |
$5.82M - $6.09M
|
63.4K
$6M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
61.3KNew |
$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 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19.6K+ 17.97% |
$1.8M - $1.88M
|
129K
$12.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Aureum Wealth Management, LLC
North Palm Beach, FL |
BUY
|
- |
16.7KNew |
$1.54M - $1.61M
|
16.7K
$1.58M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
16K+ 1.33% |
$1.47M - $1.54M
|
1.22M
$116M
|
|
|
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 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
12.4KNew |
$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 26, 2026
Q4 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
10.3KNew |
$947K - $990K
|
10.3K
$977K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.88KNew |
$724K - $757K
|
7.88K
$747K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.29K+ 97.49% |
$670K - $700K
|
14.8K
$1.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.34KNew |
$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 28, 2026
Q4 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
6.16KNew |
$565K - $591K
|
6.16K
$583K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
6.1KNew |
$561K - $586K
|
6.1K
$578K
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.21KNew |
$478K - $500K
|
5.21K
$493K
|
|
|
Jan 28, 2026
Q4 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.61K+ 3.6% |
$423K - $443K
|
133K
$12.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4.3K+ 6.51% |
$395K - $413K
|
70.3K
$6.66M
|
|
|
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
|
- |
3.51KNew |
$323K - $337K
|
3.51K
$333K
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.48KNew |
$320K - $335K
|
3.48K
$330K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
3.22KNew |
$295K - $309K
|
3.22K
$305K
|
|
|
Jan 29, 2026
Q4 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
3.07K+ 39.47% |
$282K - $295K
|
10.9K
$1.03M
|
|
|
Jan 28, 2026
Q4 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.86KNew |
$262K - $274K
|
2.86K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$256K - $268K
|
2.79K
$265K
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
2.69KNew |
$247K - $259K
|
2.69K
$255K
|
|
|
Jan 23, 2026
Q4 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.63KNew |
$242K - $253K
|
2.63K
$249K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.31KNew |
$212K - $222K
|
2.31K
$218K
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.29K+ 6.7% |
$210K - $219K
|
36.4K
$3.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.24KNew |
$205K - $215K
|
2.24K
$212K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.22KNew |
$204K - $213K
|
2.22K
$210K
|
|
|
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
|
- |
2.13KNew |
$196K - $205K
|
2.13K
$202K
|
|
|
Jan 28, 2026
Q4 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.11KNew |
$194K - $203K
|
2.11K
$200K
|
|
|
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 27, 2026
Q4 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.6K+ 4.91% |
$147K - $154K
|
34.3K
$3.25M
|
|
|
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 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.36K+ 16.14% |
$125K - $130K
|
9.76K
$924K
|
|
|
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
|
|