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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
589+ 13.25% |
$51.3K - $54.9K
|
5.03K
$477K
|
|
|
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 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
529+ 4.64% |
$46K - $49.3K
|
11.9K
$1.13M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
302+ 7.53% |
$26.3K - $28.1K
|
4.31K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
300New |
$26.1K - $28K
|
300
$28.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
299New |
$26K - $27.9K
|
299
$28.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
293+ 6.51% |
$25.5K - $27.3K
|
4.79K
$454K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
284+ 0.85% |
$24.7K - $26.5K
|
33.5K
$3.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
264+ 9.37% |
$23K - $24.6K
|
3.08K
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
255+ 4.07% |
$22.2K - $23.8K
|
6.51K
$617K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
245+ 816.67% |
$21.3K - $22.8K
|
275
$26.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
241+ 3.78% |
$21K - $22.5K
|
6.62K
$627K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
213+ 4.04% |
$18.5K - $19.8K
|
5.49K
$520K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
199+ 2.62% |
$17.3K - $18.5K
|
7.79K
$738K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
197+ 3.96% |
$17.1K - $18.4K
|
5.18K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190+ 404.26% |
$16.5K - $17.7K
|
237
$22.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
181+ 0.92% |
$15.8K - $16.9K
|
19.9K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
179New |
$15.6K - $16.7K
|
179
$17K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
175+ 2.64% |
$15.2K - $16.3K
|
6.81K
$645K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
171+ 3.71% |
$14.9K - $15.9K
|
4.78K
$453K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
163New |
$14.2K - $15.2K
|
163
$15.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
145New |
$12.6K - $13.5K
|
145
$13.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
120+ 4.05% |
$10.4K - $11.2K
|
3.09K
$292K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
116+ 13.18% |
$10.1K - $10.8K
|
996
$94.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
109+ 1.85% |
$9.49K - $10.2K
|
5.99K
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
107+ 0.83% |
$9.31K - $9.97K
|
13K
$1.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
105+ 4.9% |
$9.14K - $9.78K
|
2.25K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
103+ 3.57% |
$8.97K - $9.6K
|
2.99K
$283K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
100+ 2.8% |
$8.71K - $9.32K
|
3.68K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
93+ 1.57% |
$8.1K - $8.67K
|
6.01K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
87New |
$7.57K - $8.11K
|
87
$8.24K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
83+ 0.13% |
$7.23K - $7.73K
|
62.3K
$5.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
82+ 3.48% |
$7.14K - $7.64K
|
2.44K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
76+ 1.96% |
$6.62K - $7.08K
|
3.95K
$375K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
71+ 1.06% |
$6.18K - $6.62K
|
6.77K
$642K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
69+ 19.71% |
$6.01K - $6.43K
|
419
$39.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
64+ 0.39% |
$5.57K - $5.96K
|
16.6K
$1.57M
|
|