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 |
---|---|---|---|---|---|---|---|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
153+ 7.34% |
$19.1K - $20.5K
|
2.24K
$262K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
152+ 2.14% |
$18.9K - $20.4K
|
7.26K
$850K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$18.7K - $20.1K
|
150
$17.6K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
149New |
$18.6K - $20K
|
149
$17.5K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148+ 18.05% |
$18.4K - $19.8K
|
968
$113K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$18.1K - $19.4K
|
145
$17K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
143+ 0.92% |
$17.8K - $19.2K
|
15.7K
$1.84M
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
140New |
$17.4K - $18.8K
|
140
$16.4K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
137New |
$17.1K - $18.4K
|
137
$16K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
136+ 4.31% |
$16.9K - $18.2K
|
3.29K
$385K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
135+ 2.74% |
$16.8K - $18.1K
|
5.07K
$594K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
132New |
$16.4K - $17.7K
|
132
$15.5K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
131New |
$16.3K - $17.5K
|
131
$15.3K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
120+ 0.89% |
$15K - $16.1K
|
13.6K
$1.6M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
111+ 4.45% |
$13.8K - $14.9K
|
2.61K
$305K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
108+ 80.6% |
$13.5K - $14.5K
|
242
$28.3K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
108+ 0.92% |
$13.5K - $14.5K
|
11.8K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
106+ 0.23% |
$13.2K - $14.2K
|
46K
$5.39M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
105+ 0.56% |
$13.1K - $14.1K
|
18.8K
$2.2M
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
103+ 0.66% |
$12.8K - $13.8K
|
15.6K
$1.83M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
103+ 5.38% |
$12.8K - $13.8K
|
2.02K
$236K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
96+ 4.07% |
$12K - $12.9K
|
2.46K
$288K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
96+ 1.53% |
$12K - $12.9K
|
6.37K
$746K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
84+ 0.02% |
$10.5K - $11.3K
|
377K
$44.1M
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
82+ 0.68% |
$10.2K - $11K
|
12.1K
$1.41M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
80+ 0.23% |
$9.97K - $10.7K
|
35.4K
$4.15M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
79+ 42.25% |
$9.84K - $10.6K
|
266
$31.2K
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
70+ 2.31% |
$8.72K - $9.38K
|
3.1K
$363K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
65+ 4.08% |
$8.1K - $8.71K
|
1.66K
$194K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
62New |
$7.73K - $8.31K
|
62
$7.26K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 8.39% |
$7.48K - $8.04K
|
775
$90.8K
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 3.15% |
$6.98K - $7.5K
|
1.83K
$214K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 0.88% |
$6.23K - $6.7K
|
5.71K
$669K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.61% |
$6.23K - $6.7K
|
8.31K
$974K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49New |
$6.11K - $6.56K
|
49
$5.74K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
45+ 1.82% |
$5.61K - $6.03K
|
2.51K
$294K
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
45+ 1.79% |
$5.61K - $6.03K
|
2.55K
$299K
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
42+ 1.33% |
$5.23K - $5.63K
|
3.2K
$375K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41+ 1.21% |
$5.11K - $5.49K
|
3.44K
$402K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.64% |
$5.11K - $5.49K
|
6.47K
$757K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
38+ 0.24% |
$4.74K - $5.09K
|
16K
$1.88M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 1.78% |
$4.74K - $5.09K
|
2.17K
$254K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
35New |
$4.36K - $4.69K
|
35
$4.1K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
33+ 0.93% |
$4.11K - $4.42K
|
3.59K
$421K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
28+ 0.71% |
$3.49K - $3.75K
|
3.95K
$463K
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
25+ 0.18% |
$3.12K - $3.35K
|
14.2K
$1.66M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25+ 0.19% |
$3.12K - $3.35K
|
13K
$1.52M
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
22+ 22.92% |
$2.74K - $2.95K
|
118
$13.8K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22New |
$2.74K - $2.95K
|
22
$2.58K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18+ 0.73% |
$2.24K - $2.41K
|
2.48K
$290K
|