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 |
|---|---|---|---|---|---|---|---|
|
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
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.52K- 16.11% |
$57.6K - $67K
|
7.93K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69+ 6.11% |
$2.61K - $3.04K
|
1.2K
$43K
|
|
|
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
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-28- 0.24% |
$1.06K - $1.23K
|
11.6K
$418K
|
|
|
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
|
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 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
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-623- 12.22% |
$23.6K - $27.4K
|
4.48K
$161K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.06K+ 3.63% |
$116K - $135K
|
87.3K
$3.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-609- 2.73% |
$23K - $26.8K
|
21.7K
$778K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-365- 1.5% |
$13.8K - $16.1K
|
24K
$860K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
3.04K+ 39.16% |
$115K - $134K
|
10.8K
$388K
|
|
|
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
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.6K- 5.7% |
$98.5K - $115K
|
43.1K
$1.55M
|
|
|
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
|
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
|
Gradient Investments LLC
|
SELL
|
- |
-3.34K- 3.9% |
$127K - $147K
|
82.4K
$2.96M
|
|
|
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
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-500- 3.66% |
$18.9K - $22K
|
13.2K
$472K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
415+ 6.76% |
$15.7K - $18.3K
|
6.55K
$235K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
385+ 7.29% |
$14.6K - $16.9K
|
5.67K
$203K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.4K- 13.25% |
$129K - $150K
|
22.2K
$799K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.44K+ 7.75% |
$168K - $195K
|
61.6K
$2.21M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.13KNew |
$232K - $270K
|
6.13K
$220K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 10.73% |
$555K - $620K
|
139K
$5.01M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-179- 19.1% |
$7.36K - $8.22K
|
758
$27.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.36K- 25.21% |
$385K - $430K
|
27.8K
$997K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
299New |
$12.3K - $13.7K
|
299
$10.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.27K+ 19.36% |
$175K - $196K
|
26.3K
$945K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
680+ 4.45% |
$27.9K - $31.2K
|
16K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.47KNew |
$266K - $297K
|
6.47K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.6K- 69.03% |
$1.05M - $1.18M
|
11.5K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-371- 3.45% |
$15.2K - $17K
|
10.4K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 3.74% |
$645K - $721K
|
436K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39+ 0.19% |
$1.6K - $1.79K
|
20.2K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-811- 34.63% |
$33.3K - $37.3K
|
1.53K
$55K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
111K+ 7.46% |
$4.57M - $5.11M
|
1.6M
$57.5M
|
|