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 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.62% |
$1.29K - $1.34K
|
2.29K
$217K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.03% |
$918 - $961
|
29.1K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$918 - $961
|
6.04K
$573K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 0.33% |
$827 - $865
|
2.71K
$257K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$735 - $768
|
8.29K
$785K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
6+ 0.26% |
$551 - $576
|
2.28K
$216K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 2.14% |
$459 - $480
|
239
$22.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3+ 0.07% |
$276 - $288
|
4.09K
$387K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 1.75% |
$91.8 - $96.1
|
58
$5.49K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
676K+ 9.43% |
$58.9M - $63M
|
7.85M
$744M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
273KNew |
$23.8M - $25.5M
|
273K
$25.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
188K+ 942.33% |
$16.4M - $17.6M
|
208K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
143K+ 222.72% |
$12.4M - $13.3M
|
207K
$19.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 20.1% |
$11.4M - $12.3M
|
786K
$74.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
127K+ 3.22% |
$11.1M - $11.9M
|
4.09M
$388M
|
|
|
Nov 21, 2025
Q3 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
113K+ 154.81% |
$9.8M - $10.5M
|
185K
$17.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
92KNew |
$8.01M - $8.57M
|
92K
$8.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
70.3K+ 5.57% |
$6.12M - $6.55M
|
1.33M
$126M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68.1K+ 5.36% |
$5.93M - $6.35M
|
1.34M
$127M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.8K+ 54.91% |
$4.68M - $5.01M
|
152K
$14.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
47.8K+ 4.26% |
$4.16M - $4.45M
|
1.17M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
46K+ 8.14% |
$4M - $4.28M
|
611K
$57.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.4K+ 0.42% |
$3.86M - $4.14M
|
10.7M
$1.01B
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.5K+ 3.71% |
$3.61M - $3.87M
|
1.16M
$110M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.3K+ 0.9% |
$3.33M - $3.57M
|
4.27M
$404M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
37.2K+ 2.45% |
$3.24M - $3.46M
|
1.55M
$147M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
37K+ 10.17% |
$3.22M - $3.45M
|
401K
$38M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
34.1K+ 36.1% |
$2.97M - $3.18M
|
129K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
32.5K+ 0.84% |
$2.83M - $3.03M
|
3.89M
$368M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30K+ 34.58% |
$2.61M - $2.8M
|
117K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.1K+ 11.68% |
$1.92M - $2.06M
|
211K
$20M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.2K+ 37.87% |
$1.59M - $1.7M
|
66.3K
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.1K+ 8.63% |
$1.58M - $1.69M
|
228K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
18.1K+ 3.4% |
$1.57M - $1.68M
|
548K
$51.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.8K+ 32.43% |
$1.55M - $1.66M
|
72.7K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
17.5K+ 9.47% |
$1.52M - $1.63M
|
202K
$19.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.1K+ 10.37% |
$1.49M - $1.6M
|
182K
$17.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.1K+ 5.64% |
$1.32M - $1.41M
|
283K
$26.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 8.35% |
$1.25M - $1.34M
|
187K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 5.05% |
$1.19M - $1.28M
|
285K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.5K+ 5.37% |
$1.18M - $1.26M
|
265K
$25.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12.7K+ 4.97% |
$1.11M - $1.19M
|
269K
$25.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$1.09M - $1.16M
|
12.5K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 52.49% |
$994K - $1.06M
|
33.2K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6K+ 52.69% |
$925K - $990K
|
30.8K
$2.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$895K - $959K
|
10.3K
$975K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.92K+ 16.23% |
$864K - $925K
|
71K
$6.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
9.25K+ 3.49% |
$805K - $862K
|
274K
$26M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.78K+ 33.62% |
$677K - $725K
|
30.9K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7.66K+ 110.3% |
$667K - $714K
|
14.6K
$1.38M
|
|