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 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 2.13% |
$51.7K - $57.8K
|
60.2K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.18K+ 5.08% |
$48.3K - $54K
|
24.3K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.17KNew |
$48.1K - $53.7K
|
1.17K
$48.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.1KNew |
$45.2K - $50.5K
|
1.1K
$45.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.05K+ 3.29% |
$42.9K - $48K
|
32.8K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.03K+ 1.67% |
$42.3K - $47.3K
|
62.5K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.02KNew |
$41.8K - $46.7K
|
1.02K
$42.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
979+ 1.22% |
$40.2K - $45K
|
81K
$3.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
956+ 12.14% |
$39.3K - $43.9K
|
8.83K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
902+ 17.76% |
$37.1K - $41.4K
|
5.98K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
884+ 11.38% |
$36.3K - $40.6K
|
8.65K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
882+ 14.07% |
$36.2K - $40.5K
|
7.15K
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
880+ 26.62% |
$36.2K - $40.4K
|
4.19K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
809+ 80900.0% |
$33.2K - $37.2K
|
810
$33.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
808+ 7.27% |
$33.2K - $37.1K
|
11.9K
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
792+ 8.32% |
$32.5K - $36.4K
|
10.3K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
760+ 3.33% |
$31.2K - $34.9K
|
23.6K
$983K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
752+ 1.37% |
$30.9K - $34.5K
|
55.7K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
697+ 2.79% |
$28.6K - $32K
|
25.6K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
697+ 7.16% |
$28.6K - $32K
|
10.4K
$435K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
680+ 4.45% |
$27.9K - $31.2K
|
16K
$665K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
628+ 2.05% |
$25.8K - $28.9K
|
31.3K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
613+ 10.48% |
$25.2K - $28.2K
|
6.47K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
590+ 6.05% |
$24.2K - $27.1K
|
10.3K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
584New |
$24K - $26.8K
|
584
$24.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
576+ 54.65% |
$23.7K - $26.5K
|
1.63K
$67.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
557New |
$22.9K - $25.6K
|
557
$23.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
510+ 0.51% |
$21K - $23.4K
|
99.7K
$4.15M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
505+ 2.71% |
$20.8K - $23.2K
|
19.1K
$796K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
497+ 3.33% |
$20.4K - $22.8K
|
15.4K
$643K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
495+ 1.17% |
$20.3K - $22.7K
|
42.6K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
490+ 5.68% |
$20.1K - $22.5K
|
9.11K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
472+ 4.11% |
$19.4K - $21.7K
|
12K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
465+ 8.66% |
$19.1K - $21.4K
|
5.84K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
454+ 3.87% |
$18.7K - $20.9K
|
12.2K
$508K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
452+ 0.84% |
$18.6K - $20.8K
|
54.5K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
446+ 2.1% |
$18.3K - $20.5K
|
21.7K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
425+ 16.61% |
$17.5K - $19.5K
|
2.98K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
424+ 5.76% |
$17.4K - $19.5K
|
7.78K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
421+ 1.44% |
$17.3K - $19.3K
|
29.7K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
413+ 1.46% |
$17K - $19K
|
28.7K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
402+ 3.84% |
$16.5K - $18.5K
|
10.9K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
378+ 6.69% |
$15.5K - $17.4K
|
6.03K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
354+ 2.24% |
$14.5K - $16.3K
|
16.2K
$674K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
329+ 5.54% |
$13.5K - $15.1K
|
6.27K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
310+ 4.64% |
$12.7K - $14.2K
|
6.99K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
309+ 12.29% |
$12.7K - $14.2K
|
2.82K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
279+ 5.01% |
$11.5K - $12.8K
|
5.84K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
276New |
$11.3K - $12.7K
|
276
$11.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
276+ 3.06% |
$11.3K - $12.7K
|
9.3K
$387K
|