Latest Institutional Transactions on Ishares Esg Aware Msci Usa Sma (ESML)
This table provides information on the latest institutional transactions involving Ishares Esg Aware Msci Usa Sma (ESML) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-55- 0.36% |
$2.08K - $2.42K
|
15.4K
$552K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-175- 7.82% |
$6.62K - $7.7K
|
2.06K
$74.1K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.79K+ 4.81% |
$106K - $123K
|
60.9K
$2.18M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-18.5K- 38.24% |
$701K - $816K
|
29.9K
$1.07M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
13.9K+ 15.09% |
$526K - $612K
|
106K
$3.8M
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-38K- 86.69% |
$1.44M - $1.67M
|
5.83K
$209K
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
8.37K+ 8.18% |
$317K - $368K
|
111K
$3.97M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 9.97% |
$79.1K - $92K
|
23.1K
$828K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-104- 10.32% |
$3.94K - $4.58K
|
904
$32.5K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14K- 10.04% |
$530K - $616K
|
125K
$4.5M
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
7.02KNew |
$265K - $309K
|
7.02K
$252K
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 14.42% |
$167K - $194K
|
35K
$1.26M
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-449- 1.79% |
$17K - $19.8K
|
24.7K
$885K
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-93- 1.44% |
$3.52K - $4.09K
|
6.34K
$228K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
959+ 2.87% |
$36.3K - $42.2K
|
34.4K
$1.23M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4.84K- 24.02% |
$183K - $213K
|
15.3K
$549K
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.91K- 27.82% |
$186K - $216K
|
12.8K
$458K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.31K+ 10.05% |
$201K - $234K
|
58.1K
$2.09M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
505+ 5.43% |
$19.1K - $22.2K
|
9.81K
$352K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69+ 6.11% |
$2.61K - $3.04K
|
1.2K
$43K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.52K- 16.11% |
$57.6K - $67K
|
7.93K
$285K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.17K- 3.94% |
$44.2K - $51.4K
|
28.5K
$1.02M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.18K+ 2.06% |
$44.5K - $51.7K
|
58.3K
$2.09M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.57K+ 61.13% |
$135K - $157K
|
9.4K
$338K
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
42+ 3.59% |
$1.59K - $1.85K
|
1.21K
$43.5K
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-118- 8.63% |
$4.47K - $5.19K
|
1.25K
$44.9K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.33K+ 10.78% |
$239K - $278K
|
65K
$2.33M
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.06K+ 3.63% |
$116K - $135K
|
87.3K
$3.14M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-623- 12.22% |
$23.6K - $27.4K
|
4.48K
$161K
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
584+ 6.23% |
$22.1K - $25.7K
|
9.95K
$357K
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-28- 0.24% |
$1.06K - $1.23K
|
11.6K
$418K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.52K+ 26.11% |
$322K - $375K
|
41.2K
$1.48M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
30.6K+ 37.25% |
$1.16M - $1.35M
|
113K
$4.05M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-609- 2.73% |
$23K - $26.8K
|
21.7K
$778K
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
3.04K+ 39.16% |
$115K - $134K
|
10.8K
$388K
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-365- 1.5% |
$13.8K - $16.1K
|
24K
$860K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.6K- 5.7% |
$98.5K - $115K
|
43.1K
$1.55M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.43K+ 15.66% |
$54K - $62.8K
|
10.5K
$378K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.9K+ 9.45% |
$223K - $260K
|
68.4K
$2.45M
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
660+ 3.42% |
$25K - $29.1K
|
20K
$717K
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.02K- 9.86% |
$38.5K - $44.8K
|
9.3K
$334K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
195+ 2.79% |
$7.38K - $8.58K
|
7.17K
$257K
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.34K- 3.9% |
$127K - $147K
|
82.4K
$2.96M
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 5.12% |
$440K - $512K
|
239K
$8.58M
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.49K+ 1.27% |
$56.3K - $65.5K
|
118K
$4.25M
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
662+ 9.99% |
$25.1K - $29.1K
|
7.29K
$262K
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.69K+ 18.13% |
$140K - $162K
|
24K
$863K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-304- 4.43% |
$11.5K - $13.4K
|
6.56K
$235K
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
743+ 4.79% |
$28.1K - $32.7K
|
16.2K
$583K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
415+ 6.76% |
$15.7K - $18.3K
|
6.55K
$235K
|