Latest Institutional Purchases of Ishares Trust Ishares Esg Awar (ESGU)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Esg Awar (ESGU) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14.8K+ 8.57% |
$1.78M - $1.99M
|
187K
$21.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 8.47% |
$1.64M - $1.83M
|
175K
$20M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.57K+ 34.0% |
$910K - $1.02M
|
29.8K
$3.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.94K+ 9.26% |
$835K - $933K
|
81.9K
$9.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.17K+ 12.04% |
$742K - $829K
|
57.5K
$6.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.59KNew |
$552K - $616K
|
4.59K
$526K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.3K+ 14.68% |
$517K - $577K
|
33.6K
$3.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.31K+ 6.7% |
$398K - $445K
|
52.7K
$6.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.26KNew |
$392K - $438K
|
3.26K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.06K+ 1.51% |
$368K - $411K
|
205K
$23.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.01KNew |
$362K - $404K
|
3.01K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.28KNew |
$275K - $307K
|
2.28K
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.14K+ 15.45% |
$257K - $288K
|
16K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.73KNew |
$208K - $232K
|
1.73K
$198K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 7.01% |
$204K - $228K
|
25.9K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.62K+ 6.23% |
$195K - $217K
|
27.6K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 11.32% |
$194K - $217K
|
15.9K
$1.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.3K+ 129600.0% |
$156K - $174K
|
1.3K
$149K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 0.79% |
$143K - $160K
|
152K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.14K+ 36.18% |
$137K - $153K
|
4.29K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
880+ 0.93% |
$106K - $118K
|
95.9K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
714+ 29.31% |
$85.9K - $95.9K
|
3.15K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
691+ 22.92% |
$83.1K - $92.8K
|
3.71K
$425K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
661+ 1.6% |
$79.5K - $88.8K
|
41.9K
$4.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
508+ 7.75% |
$61.1K - $68.2K
|
7.06K
$810K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
315+ 8.75% |
$37.9K - $42.3K
|
3.91K
$449K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
212+ 4.45% |
$25.5K - $28.5K
|
4.98K
$571K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
165+ 2.63% |
$19.8K - $22.2K
|
6.44K
$739K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
150+ 15.2% |
$18K - $20.1K
|
1.14K
$130K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
140+ 8.44% |
$16.8K - $18.8K
|
1.8K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
131+ 0.1% |
$15.8K - $17.6K
|
130K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
122+ 4.24% |
$14.7K - $16.4K
|
3K
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
95+ 13.07% |
$11.4K - $12.8K
|
822
$94.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
77+ 3.05% |
$9.26K - $10.3K
|
2.6K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
51+ 0.42% |
$6.13K - $6.85K
|
12.1K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
49+ 0.45% |
$5.89K - $6.58K
|
10.9K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
36+ 1.04% |
$4.33K - $4.83K
|
3.5K
$402K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 21.21% |
$2.53K - $2.82K
|
120
$13.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.04% |
$1.8K - $2.01K
|
39.7K
$4.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 0.6% |
$1.56K - $1.75K
|
2.19K
$251K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 0.25% |
$1.44K - $1.61K
|
4.73K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11+ 0.22% |
$1.32K - $1.48K
|
4.96K
$568K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
10+ 0.31% |
$1.2K - $1.34K
|
3.21K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.04% |
$601 - $672
|
11.2K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4+ 0.12% |
$481 - $537
|
3.22K
$369K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3+ 0.08% |
$361 - $403
|
3.78K
$434K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$240 - $269
|
6.52K
$748K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2MNew |
$250M - $268M
|
2M
$230M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.59M+ 31.79% |
$198M - $213M
|
6.59M
$756M
|
|