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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.08K+ 27.99% |
$181K - $194K
|
9.52K
$902K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.77K+ 11.79% |
$154K - $164K
|
16.7K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.7K+ 4.15% |
$148K - $159K
|
42.8K
$4.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.7K+ 2.61% |
$148K - $158K
|
66.8K
$6.33M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.69KNew |
$147K - $157K
|
1.69K
$160K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.64K+ 6.98% |
$143K - $153K
|
25.1K
$2.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 3.04% |
$140K - $150K
|
54.7K
$5.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.59K+ 47.53% |
$138K - $148K
|
4.92K
$466K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.56K+ 4.64% |
$136K - $146K
|
35.2K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.53K+ 60.66% |
$133K - $143K
|
4.06K
$385K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.53K+ 4.97% |
$133K - $143K
|
32.3K
$3.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.51K+ 1.18% |
$131K - $141K
|
129K
$12.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 19.56% |
$131K - $140K
|
9.18K
$870K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.49K+ 4.39% |
$129K - $139K
|
35.3K
$3.35M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.48K+ 17.27% |
$129K - $138K
|
10.1K
$953K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.44K+ 37.12% |
$125K - $134K
|
5.32K
$504K
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.24K+ 6.52% |
$108K - $116K
|
20.3K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.23K+ 14.7% |
$107K - $115K
|
9.61K
$910K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.21K+ 1.57% |
$105K - $113K
|
78.4K
$7.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.19K+ 3.75% |
$103K - $111K
|
32.9K
$3.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.13K+ 24.13% |
$98.1K - $105K
|
5.8K
$549K
|
|
|
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 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
974+ 42.04% |
$84.8K - $90.8K
|
3.29K
$312K
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
644+ 49.09% |
$56.1K - $60K
|
1.96K
$185K
|
|