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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
105+ 0.56% |
$13.1K - $14.1K
|
18.8K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
103+ 0.66% |
$12.8K - $13.8K
|
15.6K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
103+ 5.38% |
$12.8K - $13.8K
|
2.02K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
96+ 1.53% |
$12K - $12.9K
|
6.37K
$842K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
85+ 3.48% |
$10.6K - $11.4K
|
2.53K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
82+ 0.68% |
$10.2K - $11K
|
12.1K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
79+ 42.25% |
$9.84K - $10.6K
|
266
$35.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
70+ 2.31% |
$8.72K - $9.38K
|
3.1K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
65+ 4.08% |
$8.1K - $8.71K
|
1.66K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 8.39% |
$7.48K - $8.04K
|
775
$103K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.61% |
$6.23K - $6.7K
|
8.31K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49New |
$6.11K - $6.56K
|
49
$6.48K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
45+ 1.79% |
$5.61K - $6.03K
|
2.55K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
42+ 1.33% |
$5.23K - $5.63K
|
3.2K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41+ 1.21% |
$5.11K - $5.49K
|
3.44K
$454K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.64% |
$5.11K - $5.49K
|
6.47K
$855K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 1.78% |
$4.74K - $5.09K
|
2.17K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
35+ 0.93% |
$4.36K - $4.69K
|
3.78K
$500K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
33+ 0.93% |
$4.11K - $4.42K
|
3.59K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25+ 0.19% |
$3.12K - $3.35K
|
13K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22New |
$2.74K - $2.95K
|
22
$2.91K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.98% |
$1.99K - $2.14K
|
1.66K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.18% |
$1.87K - $2.01K
|
8.32K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
15+ 0.23% |
$1.87K - $2.01K
|
6.48K
$857K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
14+ 0.24% |
$1.74K - $1.88K
|
5.75K
$761K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
11+ 0.31% |
$1.37K - $1.47K
|
3.51K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.31% |
$1.12K - $1.21K
|
2.94K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
9+ 0.1% |
$1.12K - $1.21K
|
8.84K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
8+ 0.32% |
$997 - $1.07K
|
2.51K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.24% |
$997 - $1.07K
|
3.4K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8+ 0.17% |
$997 - $1.07K
|
4.72K
$624K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7+ 0.18% |
$872 - $938
|
3.82K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
7+ 0.1% |
$872 - $938
|
6.78K
$897K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6+ 0.16% |
$748 - $804
|
3.67K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6New |
$748 - $804
|
6
$794
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6New |
$748 - $804
|
6
$794
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.56% |
$623 - $670
|
905
$120K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.1% |
$623 - $670
|
5.18K
$685K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$623 - $670
|
1.6K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3+ 0.05% |
$374 - $402
|
6.02K
$796K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$374 - $402
|
1.01K
$134K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$249 - $268
|
555
$73.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.1% |
$125 - $134
|
954
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.24% |
$125 - $134
|
413
$54.6K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.06% |
$125 - $134
|
1.7K
$224K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
384K+ 7.25% |
$43.5M - $48.4M
|
5.67M
$751M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
270K+ 5.71% |
$30.7M - $34.1M
|
5M
$661M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
249K+ 2.33% |
$28.3M - $31.5M
|
11M
$1.45B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
112K+ 3.26% |
$12.7M - $14.1M
|
3.53M
$467M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
89.8K+ 2.78% |
$10.2M - $11.3M
|
3.32M
$439M
|
|