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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.61K- 1.3% |
$115K - $121K
|
198K
$8.77M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-412- 5.32% |
$18.1K - $19.1K
|
7.34K
$325K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 0.39% |
$2.2K - $2.31K
|
12.9K
$569K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.48K- 10.53% |
$153K - $161K
|
29.5K
$1.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
8.41KNew |
$370K - $389K
|
8.41K
$372K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.4K+ 10.47% |
$105K - $111K
|
25.3K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
797+ 11.68% |
$35K - $36.9K
|
7.62K
$338K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$571 - $601
|
5.82K
$258K
|
|
|
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 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 20.83% |
$440 - $462
|
58
$2.57K
|
|
|
Jan 14, 2026
Q4 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
110+ 0.66% |
$4.83K - $5.09K
|
16.7K
$739K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.06K- 4.94% |
$90.7K - $95.4K
|
39.7K
$1.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
226+ 1.34% |
$9.93K - $10.5K
|
17.1K
$758K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-275- 4.13% |
$12.1K - $12.7K
|
6.39K
$283K
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
650+ 13.56% |
$28.6K - $30.1K
|
5.45K
$241K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.76K+ 10.9% |
$77.4K - $81.4K
|
17.9K
$793K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-438- 92.21% |
$19.3K - $20.3K
|
37
$1.64K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
80.1KNew |
$3.52M - $3.71M
|
80.1K
$3.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
903+ 3.38% |
$39.7K - $41.8K
|
27.6K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.07K- 1.55% |
$46.8K - $49.2K
|
67.6K
$3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
797New |
$35K - $36.9K
|
797
$35.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.82K+ 20.09% |
$79.9K - $84.1K
|
10.9K
$481K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-64- 3.13% |
$2.81K - $2.96K
|
1.98K
$87.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76K+ 2.52% |
$121K - $128K
|
112K
$4.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.88K+ 3.18% |
$170K - $179K
|
126K
$5.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
69+ 0.67% |
$3.03K - $3.19K
|
10.3K
$457K
|
|
|
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 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
59+ 1.26% |
$2.59K - $2.73K
|
4.74K
$210K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.34K+ 29.44% |
$103K - $108K
|
10.3K
$455K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-315- 4.93% |
$13.8K - $14.6K
|
6.08K
$269K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
409+ 4.02% |
$18K - $18.9K
|
10.6K
$469K
|
|
|
Jan 12, 2026
Q4 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-2.16K- 26.85% |
$94.8K - $99.7K
|
5.87K
$260K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-113- 1.34% |
$4.97K - $5.23K
|
8.32K
$368K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-43- 0.28% |
$1.89K - $1.99K
|
15.6K
$691K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
65+ 1.25% |
$2.86K - $3.01K
|
5.27K
$233K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.96K+ 17.26% |
$174K - $183K
|
26.9K
$1.19M
|
|
|
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 08, 2026
Q4 2025
|
Moller Financial Services
|
BUY
|
- |
21+ 0.29% |
$923 - $971
|
7.22K
$320K
|
|
|
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
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.89% |
$176 - $185
|
455
$20.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.95K+ 7.16% |
$218K - $229K
|
74.1K
$3.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.23% |
$44 - $46.2
|
429
$19K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$87.9 - $92.5
|
12.5K
$554K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.46KNew |
$372K - $391K
|
8.46K
$375K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.46K- 13.82% |
$64.3K - $67.7K
|
9.13K
$404K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-111- 0.58% |
$4.88K - $5.13K
|
19K
$840K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-386- 2.67% |
$17K - $17.8K
|
14.1K
$624K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
329+ 13.1% |
$14.5K - $15.2K
|
2.84K
$126K
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
158+ 2.57% |
$6.94K - $7.31K
|
6.32K
$280K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-469- 2.22% |
$20.6K - $21.7K
|
20.7K
$916K
|
|