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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.06K+ 37.44% |
$143K - $155K
|
3.9K
$573K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 0.48% |
$135K - $146K
|
211K
$31M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
973+ 7.12% |
$131K - $142K
|
14.6K
$2.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
966+ 1.5% |
$130K - $141K
|
65.2K
$9.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
963+ 12.54% |
$130K - $140K
|
8.64K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
962+ 2.2% |
$130K - $140K
|
44.7K
$6.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
951+ 3.87% |
$128K - $139K
|
25.5K
$3.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
930+ 2.88% |
$125K - $136K
|
33.2K
$4.88M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
922+ 15.03% |
$124K - $134K
|
7.06K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
906+ 0.74% |
$122K - $132K
|
123K
$18.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
874+ 496.59% |
$118K - $127K
|
1.05K
$154K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
834+ 0.95% |
$113K - $122K
|
88.7K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
825+ 4.51% |
$111K - $120K
|
19.1K
$2.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
798+ 26.1% |
$108K - $116K
|
3.86K
$566K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
743+ 7.35% |
$100K - $108K
|
10.8K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
722+ 18.38% |
$97.4K - $105K
|
4.65K
$683K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
706+ 1.75% |
$95.3K - $103K
|
40.9K
$6.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
685+ 9.8% |
$92.4K - $99.9K
|
7.67K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
677+ 7.91% |
$91.4K - $98.7K
|
9.24K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
BUY
|
- |
676+ 38.87% |
$91.2K - $98.6K
|
2.42K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
663+ 178.23% |
$89.5K - $96.7K
|
1.04K
$152K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
650+ 33.94% |
$87.7K - $94.8K
|
2.57K
$377K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
640+ 42.64% |
$86.4K - $93.4K
|
2.14K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
636+ 20.89% |
$85.8K - $92.8K
|
3.68K
$541K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
607+ 2.43% |
$81.9K - $88.5K
|
25.6K
$3.75M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600+ 14.39% |
$81K - $87.5K
|
4.77K
$701K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
597+ 1.91% |
$80.6K - $87.1K
|
31.8K
$4.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
594+ 3.41% |
$80.2K - $86.6K
|
18K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
590+ 11.4% |
$79.6K - $86.1K
|
5.77K
$847K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
549+ 1.43% |
$74.1K - $80.1K
|
38.9K
$5.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
520+ 3.63% |
$70.2K - $75.8K
|
14.8K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
507+ 2.95% |
$68.4K - $74K
|
17.7K
$2.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
487+ 2.13% |
$65.7K - $71K
|
23.3K
$3.43M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
485+ 29.98% |
$65.4K - $70.7K
|
2.1K
$309K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
436+ 5.88% |
$58.8K - $63.6K
|
7.85K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
435+ 0.5% |
$58.7K - $63.4K
|
87.8K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
428+ 5.97% |
$57.8K - $62.4K
|
7.6K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
421+ 1.77% |
$56.8K - $61.4K
|
24.2K
$3.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
419+ 25.0% |
$56.5K - $61.1K
|
2.1K
$308K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
415+ 10.84% |
$56K - $60.5K
|
4.24K
$623K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
414New |
$55.9K - $60.4K
|
414
$60.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
413+ 0.71% |
$55.7K - $60.2K
|
58.5K
$8.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
402+ 36.78% |
$54.2K - $58.6K
|
1.5K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
400New |
$54K - $58.3K
|
400
$58.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
385+ 0.17% |
$52K - $56.2K
|
230K
$33.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
384+ 205.35% |
$51.8K - $56K
|
571
$83.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
379+ 1.93% |
$51.1K - $55.3K
|
20K
$2.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
372+ 3.11% |
$50.2K - $54.3K
|
12.3K
$1.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
371+ 5.15% |
$50.1K - $54.1K
|
7.57K
$1.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
360+ 4.41% |
$48.6K - $52.5K
|
8.53K
$1.25M
|
|