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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.88K+ 42.09% |
$599K - $641K
|
23.2K
$2.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.76K+ 2.51% |
$588K - $630K
|
276K
$26.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.3K+ 5.32% |
$548K - $587K
|
125K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6K+ 30.9% |
$522K - $559K
|
25.4K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.9K+ 2.99% |
$514K - $550K
|
203K
$19.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.87K+ 3.33% |
$511K - $547K
|
182K
$17.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.77K+ 1.39% |
$502K - $538K
|
422K
$39.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.6K+ 17.35% |
$487K - $522K
|
37.9K
$3.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.57K+ 5.5% |
$485K - $519K
|
107K
$10.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.45K+ 2.22% |
$475K - $508K
|
251K
$23.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.42K+ 212.63% |
$472K - $505K
|
7.97K
$755K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.99K+ 8.12% |
$434K - $465K
|
66.4K
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.98K+ 15.42% |
$434K - $464K
|
37.3K
$3.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.9K+ 68.36% |
$426K - $456K
|
12.1K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
4.82K+ 18.1% |
$419K - $449K
|
31.4K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.75K+ 0.86% |
$414K - $443K
|
554K
$52.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.75KNew |
$413K - $442K
|
4.75K
$450K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.72K+ 2.39% |
$411K - $440K
|
202K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.54K+ 5.65% |
$395K - $423K
|
84.8K
$8.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.52K+ 48.61% |
$393K - $421K
|
13.8K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.5KNew |
$392K - $419K
|
4.5K
$426K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.45K+ 16.5% |
$388K - $415K
|
31.4K
$2.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.45K+ 3048.63% |
$387K - $415K
|
4.6K
$436K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.39K+ 35.17% |
$382K - $409K
|
16.9K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.3K+ 33.51% |
$374K - $401K
|
17.1K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
4.15K+ 16.91% |
$361K - $386K
|
28.7K
$2.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.14K+ 11.45% |
$361K - $386K
|
40.3K
$3.82M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.11K+ 5.11% |
$358K - $383K
|
84.5K
$8M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.86K+ 2.2% |
$336K - $360K
|
180K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.69K+ 3.02% |
$321K - $344K
|
126K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.67K+ 60.58% |
$320K - $342K
|
9.73K
$922K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.62K+ 29.43% |
$315K - $338K
|
15.9K
$1.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.37K+ 58.59% |
$294K - $314K
|
9.13K
$865K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
3.37KNew |
$293K - $314K
|
3.37K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.33K+ 5.45% |
$290K - $311K
|
64.5K
$6.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.3KNew |
$287K - $308K
|
3.3K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.21KNew |
$279K - $299K
|
3.21K
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.2K+ 35.95% |
$279K - $298K
|
12.1K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.2K+ 3.68% |
$279K - $298K
|
90.1K
$8.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.18KNew |
$277K - $296K
|
3.18K
$301K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
3.1KNew |
$270K - $289K
|
3.1K
$294K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.09KNew |
$269K - $288K
|
3.09K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.05K+ 1.92% |
$265K - $284K
|
161K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.03KNew |
$264K - $282K
|
3.03K
$287K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 100.33% |
$264K - $282K
|
6.05K
$573K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
2.87KNew |
$250K - $267K
|
2.87K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.7KNew |
$235K - $251K
|
2.7K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.65K+ 22.56% |
$231K - $247K
|
14.4K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.62KNew |
$228K - $244K
|
2.62K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.62K+ 65.85% |
$228K - $244K
|
6.59K
$624K
|
|