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 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.11K+ 4.8% |
$96.2K - $103K
|
24.1K
$2.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.04K+ 4.19% |
$90.2K - $96.5K
|
25.8K
$2.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
995+ 0.35% |
$86.6K - $92.7K
|
284K
$26.9M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
974+ 42.04% |
$84.8K - $90.8K
|
3.29K
$312K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
936+ 7.35% |
$81.5K - $87.2K
|
13.7K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
935+ 15.96% |
$81.4K - $87.1K
|
6.79K
$644K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
900+ 4.49% |
$78.3K - $83.9K
|
20.9K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
866+ 2.97% |
$75.4K - $80.7K
|
30K
$2.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
794+ 6.47% |
$69.1K - $74K
|
13.1K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
760+ 8.15% |
$66.2K - $70.8K
|
10.1K
$956K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
733+ 1.49% |
$63.8K - $68.3K
|
49.8K
$4.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
727+ 6.18% |
$63.3K - $67.7K
|
12.5K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
720+ 139.53% |
$62.7K - $67.1K
|
1.24K
$117K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
718+ 351.96% |
$62.5K - $66.9K
|
922
$87.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
700+ 29.25% |
$60.9K - $65.2K
|
3.09K
$293K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
695+ 2.71% |
$60.5K - $64.8K
|
26.4K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
693+ 13.05% |
$60.3K - $64.6K
|
6K
$569K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
673+ 299.11% |
$58.6K - $62.7K
|
898
$85.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
672+ 2.67% |
$58.5K - $62.6K
|
25.8K
$2.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
667+ 27.84% |
$58.1K - $62.2K
|
3.06K
$290K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
664+ 1.02% |
$57.8K - $61.9K
|
66K
$6.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
644+ 49.09% |
$56.1K - $60K
|
1.96K
$185K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
638+ 24.16% |
$55.5K - $59.5K
|
3.28K
$311K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
638+ 7.02% |
$55.5K - $59.5K
|
9.73K
$922K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
630+ 4.06% |
$54.8K - $58.7K
|
16.2K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
629+ 15.02% |
$54.8K - $58.6K
|
4.82K
$456K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
610+ 27.02% |
$53.1K - $56.8K
|
2.87K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
589+ 13.25% |
$51.3K - $54.9K
|
5.03K
$477K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
580+ 19.26% |
$50.5K - $54.1K
|
3.59K
$340K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
575+ 6.46% |
$50.1K - $53.6K
|
9.47K
$897K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
560+ 4.03% |
$48.7K - $52.2K
|
14.5K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
550+ 5.01% |
$47.9K - $51.3K
|
11.5K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
540+ 0.46% |
$47K - $50.3K
|
117K
$11.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
537+ 11.54% |
$46.7K - $50K
|
5.19K
$492K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
529+ 4.64% |
$46K - $49.3K
|
11.9K
$1.13M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
522+ 9.31% |
$45.4K - $48.6K
|
6.13K
$580K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
511+ 56.84% |
$44.5K - $47.6K
|
1.41K
$134K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
484+ 14.97% |
$42.1K - $45.1K
|
3.72K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
452+ 52.87% |
$39.3K - $42.1K
|
1.31K
$124K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
452+ 1.8% |
$39.3K - $42.1K
|
25.5K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
450+ 2.83% |
$39.2K - $41.9K
|
16.3K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
420+ 1.61% |
$36.6K - $39.1K
|
26.6K
$2.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
387+ 3.2% |
$33.7K - $36.1K
|
12.5K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
370+ 21.11% |
$32.2K - $34.5K
|
2.12K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
358+ 14.3% |
$31.2K - $33.4K
|
2.86K
$271K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
355+ 3.58% |
$30.9K - $33.1K
|
10.3K
$973K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
349+ 1.83% |
$30.4K - $32.5K
|
19.5K
$1.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
341+ 4.25% |
$29.7K - $31.8K
|
8.37K
$793K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
326+ 5.74% |
$28.4K - $30.4K
|
6K
$569K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
315+ 12.37% |
$27.4K - $29.4K
|
2.86K
$271K
|
|