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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.33KNew |
$170K - $210K
|
2.33K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.31KNew |
$169K - $208K
|
2.31K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.88KNew |
$137K - $170K
|
1.88K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.87K+ 21.01% |
$136K - $168K
|
10.8K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.82K+ 14.87% |
$133K - $164K
|
14K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.51K+ 21.19% |
$110K - $136K
|
8.61K
$816K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.39K+ 29.13% |
$101K - $125K
|
6.15K
$583K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.38K+ 30.07% |
$101K - $125K
|
5.98K
$567K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 13.35% |
$78.9K - $97.5K
|
9.18K
$870K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.08KNew |
$78.5K - $97K
|
1.08K
$102K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.05K+ 679.35% |
$76.9K - $95K
|
1.21K
$114K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
801New |
$58.5K - $72.3K
|
801
$75.9K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
800New |
$58.4K - $72.2K
|
800
$75.8K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
705+ 12.43% |
$51.5K - $63.6K
|
6.38K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
690+ 1.83% |
$50.4K - $62.3K
|
38.4K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
620+ 43.12% |
$45.3K - $55.9K
|
2.06K
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
618New |
$45.1K - $55.8K
|
618
$58.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
574+ 4.28% |
$41.9K - $51.8K
|
14K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
523+ 1.88% |
$38.2K - $47.2K
|
28.4K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
438New |
$32K - $39.5K
|
438
$41.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
416New |
$30.4K - $37.5K
|
416
$39.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
355New |
$25.9K - $32K
|
355
$33.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
347New |
$25.3K - $31.3K
|
347
$32.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
327New |
$23.9K - $29.5K
|
327
$31K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
205+ 2.87% |
$15K - $18.5K
|
7.36K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
185+ 6.02% |
$13.5K - $16.7K
|
3.26K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
152+ 6.2% |
$11.1K - $13.7K
|
2.61K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
126+ 1.89% |
$9.2K - $11.4K
|
6.8K
$644K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
113+ 19.02% |
$8.25K - $10.2K
|
707
$67K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
104+ 1.89% |
$7.59K - $9.38K
|
5.61K
$531K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$7.3K - $9.02K
|
100
$9.47K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
93New |
$6.79K - $8.39K
|
93
$8.81K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
93+ 1.9% |
$6.79K - $8.39K
|
4.99K
$472K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
88New |
$6.43K - $7.94K
|
88
$8.34K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
86+ 46.99% |
$6.28K - $7.76K
|
269
$25.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
80+ 1.3% |
$5.84K - $7.22K
|
6.22K
$589K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66+ 53.66% |
$4.82K - $5.95K
|
189
$17.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
58+ 0.67% |
$4.24K - $5.23K
|
8.74K
$828K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
49New |
$3.58K - $4.42K
|
49
$4.64K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$3.21K - $3.97K
|
44
$4.17K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
40New |
$2.92K - $3.61K
|
40
$3.79K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37+ 1.88% |
$2.7K - $3.34K
|
2K
$189K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
35+ 10.2% |
$2.56K - $3.16K
|
378
$35.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
31New |
$2.26K - $2.8K
|
31
$2.94K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 3.52% |
$876 - $1.08K
|
353
$33.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
9+ 1.92% |
$657 - $812
|
478
$45.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
8+ 0.22% |
$584 - $722
|
3.57K
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 1.73% |
$438 - $541
|
352
$33.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 2.86% |
$438 - $541
|
216
$20.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 1.74% |
$365 - $451
|
292
$27.7K
|
|