Purchases and Sales Made in Q4 2025 in Ishares Esg Aware Msci Usa Sma (ESML)

ESML Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Aware Msci Usa Sma (ESML) during Q4 2025. 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
Jan 23, 2026 Q4 2025
Gemmer Asset Management LLC

BUY
 -
92.8K
New
$4.08M - $4.29M
92.8K $4.11M
Jan 14, 2026 Q4 2025
Mor Wealth Management, LLC

Philadelphia, PA
BUY
 -
80.1K
New
$3.52M - $3.71M
80.1K $3.55M
Jan 20, 2026 Q4 2025
Aspiriant, LLC

BUY
 -
40.3K
New
$1.77M - $1.87M
40.3K $1.79M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
20.5K
+ 15.88%
$901K - $948K
150K $6.63M
Jan 08, 2026 Q4 2025
Dynamic Advisor Solutions LLC

BUY
 -
8.46K
New
$372K - $391K
8.46K $375K
Jan 15, 2026 Q4 2025
Xena Financial Planning, LLC

Portland, OR
BUY
 -
8.41K
New
$370K - $389K
8.41K $372K
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
7.76K
+ 85.88%
$341K - $359K
16.8K $744K
Jan 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
6.63K
+ 8.57%
$291K - $307K
84K $3.72M
Jan 21, 2026 Q4 2025
Modera Wealth Management, LLC

BUY
 -
6.61K
+ 2.36%
$291K - $306K
286K $12.7M
Jan 08, 2026 Q4 2025
Gradient Investments LLC

BUY
 -
4.95K
+ 7.16%
$218K - $229K
74.1K $3.28M
Jan 22, 2026 Q4 2025
Stanich Group LLC

Montauk, NY
BUY
 -
3.98K
+ 3.25%
$175K - $184K
126K $5.6M
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
3.96K
+ 17.26%
$174K - $183K
26.9K $1.19M
Jan 13, 2026 Q4 2025
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
3.88K
+ 3.18%
$170K - $179K
126K $5.57M
Jan 23, 2026 Q4 2025
Tfc Financial Management

BUY
 -
3.84K
New
$169K - $178K
3.84K $170K
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
2.76K
+ 2.52%
$121K - $128K
112K $4.97M
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
2.4K
+ 10.47%
$105K - $111K
25.3K $1.12M
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
2.34K
+ 29.44%
$103K - $108K
10.3K $455K
Jan 13, 2026 Q4 2025
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
2.18K
+ 152.77%
$95.7K - $101K
3.6K $160K
Jan 23, 2026 Q4 2025
Bsw Wealth Partners

Boulder, CO
BUY
 -
1.95K
+ 6.93%
$85.7K - $90.2K
30.1K $1.33M
Jan 13, 2026 Q4 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
1.82K
+ 20.09%
$79.9K - $84.1K
10.9K $481K
Jan 14, 2026 Q4 2025
Acropolis Investment Management, LLC

BUY
 -
1.76K
+ 10.9%
$77.4K - $81.4K
17.9K $793K
Jan 21, 2026 Q4 2025
Brooklyn Fi, LLC

New York, NY
BUY
 -
1.38K
+ 15.78%
$60.5K - $63.7K
10.1K $448K
Jan 23, 2026 Q4 2025
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.26K
+ 4.06%
$55.3K - $58.2K
32.2K $1.43M
Jan 21, 2026 Q4 2025
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
1.24K
+ 1.27%
$54.5K - $57.3K
98.7K $4.37M
Jan 23, 2026 Q4 2025
Sage Mountain Advisors LLC

BUY
 -
1.18K
New
$52K - $54.7K
1.18K $52.4K
Jan 23, 2026 Q4 2025
Keener Financial Planning LLC

Keller, TX
BUY
 -
1.15K
+ 34.1%
$50.4K - $53K
4.51K $200K
Jan 22, 2026 Q4 2025
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
1.14K
+ 1.96%
$50.3K - $52.9K
59.4K $2.63M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
1K
+ 7.95%
$44K - $46.3K
13.6K $602K
Jan 23, 2026 Q4 2025
Financial Futures LTD Liability Co.

BUY
 -
950
+ 7.39%
$41.8K - $43.9K
13.8K $612K
Jan 20, 2026 Q4 2025
Northland Capital Management LLC

BUY
 -
917
+ 5.34%
$40.3K - $42.4K
18.1K $802K
Jan 14, 2026 Q4 2025
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
903
+ 3.38%
$39.7K - $41.8K
27.6K $1.22M
Jan 15, 2026 Q4 2025
Trust CO

BUY
 -
797
+ 11.68%
$35K - $36.9K
7.62K $338K
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
797
New
$35K - $36.9K
797 $35.3K
Jan 08, 2026 Q4 2025
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
675
+ 2.81%
$29.7K - $31.2K
24.7K $1.09M
Jan 14, 2026 Q4 2025
Cornerstone Wealth Advisors, Inc.

BUY
 -
650
+ 13.56%
$28.6K - $30.1K
5.45K $241K
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
409
+ 4.02%
$18K - $18.9K
10.6K $469K
Jan 15, 2026 Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
355
+ 0.13%
$15.6K - $16.4K
268K $11.9M
Jan 06, 2026 Q4 2025
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
329
+ 13.1%
$14.5K - $15.2K
2.84K $126K
Jan 20, 2026 Q4 2025
Olio Financial Planning

BUY
 -
298
+ 2.7%
$13.1K - $13.8K
11.3K $502K
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
296
+ 6.52%
$13K - $13.7K
4.84K $214K
Jan 14, 2026 Q4 2025
Bond & Devick Financial Network, Inc.

BUY
 -
226
+ 1.34%
$9.93K - $10.5K
17.1K $758K
Jan 23, 2026 Q4 2025
Nbt Bank N A

BUY
 -
172
+ 8.34%
$7.56K - $7.95K
2.24K $99K
Jan 06, 2026 Q4 2025
Hiley Hunt Wealth Management

Omaha, NE
BUY
 -
158
+ 2.57%
$6.94K - $7.31K
6.32K $280K
Jan 14, 2026 Q4 2025
Brewster Financial Planning LLC

BUY
 -
110
+ 0.66%
$4.83K - $5.09K
16.7K $739K
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
77
+ 0.3%
$3.38K - $3.56K
26K $1.15M
Jan 13, 2026 Q4 2025
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
69
+ 0.67%
$3.03K - $3.19K
10.3K $457K
Jan 12, 2026 Q4 2025
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
65
+ 1.25%
$2.86K - $3.01K
5.27K $233K
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
59
+ 1.26%
$2.59K - $2.73K
4.74K $210K
Jan 22, 2026 Q4 2025
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
32
+ 0.19%
$1.41K - $1.48K
16.7K $738K

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