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 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7.66K+ 110.3% |
$667K - $714K
|
14.6K
$1.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
7.38K+ 0.71% |
$643K - $688K
|
1.05M
$99.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.29K+ 5.16% |
$635K - $680K
|
149K
$14.1M
|
|
|
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
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.07K+ 32.9% |
$529K - $566K
|
24.5K
$2.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.9K+ 2.99% |
$514K - $550K
|
203K
$19.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.77K+ 1.39% |
$502K - $538K
|
422K
$39.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.57K+ 5.5% |
$485K - $519K
|
107K
$10.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.42K+ 212.63% |
$472K - $505K
|
7.97K
$755K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.98K+ 15.42% |
$434K - $464K
|
37.3K
$3.53M
|
|
|
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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.3K+ 33.51% |
$374K - $401K
|
17.1K
$1.62M
|
|
|
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
|
|
|
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 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
|
|
|
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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.51KNew |
$218K - $234K
|
2.51K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.51K+ 0.67% |
$218K - $234K
|
379K
$35.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.44K+ 11.23% |
$213K - $228K
|
24.2K
$2.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
2.42KNew |
$211K - $226K
|
2.42K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
2.42KNew |
$211K - $225K
|
2.42K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.34KNew |
$204K - $218K
|
2.34K
$222K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.24K+ 19.87% |
$195K - $209K
|
13.5K
$1.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.21KNew |
$192K - $206K
|
2.21K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.2K+ 26.64% |
$192K - $205K
|
10.5K
$991K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.12KNew |
$184K - $197K
|
2.12K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.1K+ 0.14% |
$183K - $196K
|
1.5M
$142M
|
|