Purchases and Sales Made in Q4 2024 in Ishares Esg Aware Msci Usa Sma (ESML)
This table provides information about the institutional ownership of Ishares Esg Aware Msci Usa Sma (ESML) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE MSCI USA SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
183KNew |
$7.52M - $8.41M
|
183K
$7.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
129KNew |
$5.28M - $5.91M
|
129K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
111K+ 7.46% |
$4.57M - $5.11M
|
1.6M
$66.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
102KNew |
$4.2M - $4.7M
|
102K
$4.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
75.5KNew |
$3.1M - $3.47M
|
75.5K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
69.8KNew |
$2.87M - $3.21M
|
69.8K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
47.5K+ 40.2% |
$1.95M - $2.18M
|
166K
$6.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
45.1K+ 234.49% |
$1.85M - $2.07M
|
64.3K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.8K+ 2.86% |
$1.63M - $1.83M
|
1.43M
$59.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.8K+ 3.82% |
$1.59M - $1.78M
|
1.05M
$43.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4KNew |
$1.54M - $1.72M
|
37.4K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
32.4K+ 1.61% |
$1.33M - $1.49M
|
2.04M
$85M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
30.3K+ 1.28% |
$1.24M - $1.39M
|
2.39M
$99.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
28.5KNew |
$1.17M - $1.31M
|
28.5K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$1.14M - $1.27M
|
27.7K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
27.5K+ 17.36% |
$1.13M - $1.26M
|
186K
$7.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 7.39% |
$1.13M - $1.26M
|
400K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27K+ 14.91% |
$1.11M - $1.24M
|
208K
$8.66M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
25.5KNew |
$1.05M - $1.17M
|
25.5K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
24.5K+ 29.53% |
$1.01M - $1.13M
|
107K
$4.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
23.3K+ 76.78% |
$959K - $1.07M
|
53.7K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.1K+ 4.83% |
$907K - $1.01M
|
479K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.9KNew |
$653K - $730K
|
15.9K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 3.74% |
$645K - $721K
|
436K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.3K+ 224.19% |
$588K - $658K
|
20.7K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$564K - $630K
|
13.7K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.9K+ 0.81% |
$528K - $591K
|
1.6M
$66.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.2KNew |
$501K - $560K
|
12.2K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
12.1K+ 2.39% |
$497K - $556K
|
517K
$21.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
11.7KNew |
$480K - $537K
|
11.7K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11.4K+ 130.07% |
$468K - $523K
|
20.1K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3K+ 4.48% |
$465K - $520K
|
264K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3K+ 24.64% |
$464K - $519K
|
57.1K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10KNew |
$411K - $460K
|
10K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.82K+ 1.92% |
$403K - $451K
|
521K
$21.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.34K+ 18.24% |
$384K - $429K
|
60.5K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.74K+ 3.03% |
$359K - $401K
|
297K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 3.7% |
$333K - $372K
|
227K
$9.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.8KNew |
$321K - $359K
|
7.8K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.8K+ 5.1% |
$320K - $358K
|
161K
$6.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
7.76KNew |
$319K - $356K
|
7.76K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.45K+ 50.66% |
$306K - $342K
|
22.1K
$922K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.93K+ 2.32% |
$285K - $318K
|
306K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.83K+ 10.55% |
$281K - $314K
|
71.6K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.53KNew |
$268K - $300K
|
6.53K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.47KNew |
$266K - $297K
|
6.47K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.37K+ 64.76% |
$262K - $292K
|
16.2K
$675K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.32K+ 43.15% |
$260K - $290K
|
21K
$874K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.14KNew |
$252K - $282K
|
6.14K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 0.36% |
$252K - $281K
|
1.73M
$72M
|