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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
117K+ 6.66% |
$8.83M - $9.75M
|
1.87M
$151M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
88.1KNew |
$6.67M - $7.35M
|
88.1K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
79KNew |
$5.97M - $6.59M
|
79K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74.2K+ 6.56% |
$5.61M - $6.19M
|
1.21M
$97.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
65.5K+ 7.76% |
$4.96M - $5.47M
|
910K
$73.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.9K+ 6.6% |
$4.76M - $5.25M
|
1.02M
$81.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.4K+ 1.25% |
$4.72M - $5.21M
|
5.05M
$407M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
62.2K+ 82.6% |
$4.71M - $5.19M
|
138K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
53.7K+ 1.6% |
$4.06M - $4.48M
|
3.4M
$274M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
49.1K+ 6.12% |
$3.72M - $4.1M
|
851K
$68.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
44.5K+ 51.62% |
$3.37M - $3.71M
|
131K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
44.4KNew |
$3.36M - $3.71M
|
44.4K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.6K+ 7.49% |
$2.92M - $3.22M
|
554K
$44.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
37.4KNew |
$2.83M - $3.12M
|
37.4K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
35.1K+ 40.5% |
$2.65M - $2.93M
|
122K
$9.8M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
32.3KNew |
$2.44M - $2.69M
|
32.3K
$2.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$2.2M - $2.43M
|
29.1K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28.9K+ 407.0% |
$2.19M - $2.41M
|
36K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28.6K+ 5.75% |
$2.16M - $2.38M
|
525K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
27.8KNew |
$2.11M - $2.32M
|
27.8K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.8K+ 2.9% |
$2.1M - $2.32M
|
986K
$79.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.6K+ 7.23% |
$2.09M - $2.31M
|
410K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.6K+ 361.86% |
$2.09M - $2.3M
|
35.2K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.5K+ 4.96% |
$1.93M - $2.13M
|
540K
$43.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.4K+ 81.97% |
$1.85M - $2.04M
|
54.2K
$4.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
23.1KNew |
$1.75M - $1.93M
|
23.1K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.9K+ 833.76% |
$1.74M - $1.92M
|
25.7K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22.4K+ 12.28% |
$1.7M - $1.87M
|
205K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
22.2K+ 8.61% |
$1.68M - $1.85M
|
280K
$22.6M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
21.1KNew |
$1.6M - $1.76M
|
21.1K
$1.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
18.8K+ 4.84% |
$1.42M - $1.57M
|
407K
$32.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
17.8K+ 5.42% |
$1.35M - $1.49M
|
347K
$27.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 3.45% |
$1.3M - $1.44M
|
516K
$41.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.7K+ 0.84% |
$1.26M - $1.39M
|
2.01M
$162M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
16.3KNew |
$1.23M - $1.36M
|
16.3K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.9K+ 12.93% |
$1.12M - $1.24M
|
130K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
12.1KNew |
$912K - $1.01M
|
12.1K
$971K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$884K - $975K
|
11.7K
$941K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.67K+ 18.4% |
$731K - $807K
|
62.2K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.66K+ 13.75% |
$655K - $722K
|
71.6K
$5.77M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8.6K+ 3.02% |
$651K - $718K
|
293K
$23.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.49KNew |
$642K - $708K
|
8.49K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.41K+ 3.97% |
$636K - $702K
|
220K
$17.7M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.37KNew |
$633K - $699K
|
8.37K
$674K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.37KNew |
$633K - $698K
|
8.37K
$674K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.1K+ 2.05% |
$613K - $676K
|
404K
$32.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
7.9K+ 191.89% |
$598K - $659K
|
12K
$968K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.86KNew |
$595K - $656K
|
7.86K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.11K+ 3.21% |
$538K - $594K
|
229K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.9K+ 6.26% |
$522K - $576K
|
117K
$9.44M
|