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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3K+ 24.64% |
$464K - $519K
|
57.1K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49.2K- 88.74% |
$2.02M - $2.26M
|
6.24K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.1K+ 4.83% |
$907K - $1.01M
|
479K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
23.3K+ 76.78% |
$959K - $1.07M
|
53.7K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 3.7% |
$333K - $372K
|
227K
$9.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-284- 3.16% |
$11.7K - $13K
|
8.7K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.7K- 3.47% |
$563K - $629K
|
381K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24+ 0.06% |
$986 - $1.1K
|
37K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.9K+ 0.81% |
$528K - $591K
|
1.6M
$69.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126+ 0.06% |
$5.18K - $5.79K
|
207K
$8.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18.8K- 12.77% |
$774K - $865K
|
129K
$5.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
310+ 4.64% |
$12.7K - $14.2K
|
6.99K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
11.7KNew |
$480K - $537K
|
11.7K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
30.3K+ 1.28% |
$1.24M - $1.39M
|
2.39M
$103M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.88K+ 4.6% |
$160K - $178K
|
88.3K
$3.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.48K- 16.98% |
$184K - $206K
|
21.9K
$944K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.2K+ 3.34% |
$90.6K - $101K
|
68.3K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.1KNew |
$45.2K - $50.5K
|
1.1K
$47.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.27K- 4.94% |
$52.1K - $58.3K
|
24.4K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-499- 8.08% |
$20.5K - $22.9K
|
5.68K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-240- 35.87% |
$9.86K - $11K
|
429
$18.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 7.39% |
$1.13M - $1.26M
|
400K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-478- 1.68% |
$19.6K - $22K
|
28K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
979+ 1.22% |
$40.2K - $45K
|
81K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
5.03KNew |
$207K - $231K
|
5.03K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-499- 8.08% |
$20.5K - $22.9K
|
5.68K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.51K+ 9.03% |
$103K - $115K
|
30.3K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.69KNew |
$69.5K - $77.7K
|
1.69K
$72.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
183KNew |
$7.52M - $8.41M
|
183K
$7.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
25+ 0.21% |
$1.03K - $1.15K
|
12K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-443- 5.93% |
$18.2K - $20.4K
|
7.03K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
1.62K+ 17.41% |
$66.5K - $74.4K
|
10.9K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
697+ 2.79% |
$28.6K - $32K
|
25.6K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.89K- 0.85% |
$77.6K - $86.7K
|
220K
$9.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
613+ 10.48% |
$25.2K - $28.2K
|
6.47K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 48.15% |
$2.14K - $2.39K
|
160
$6.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
309+ 12.29% |
$12.7K - $14.2K
|
2.82K
$122K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.8K+ 5.1% |
$320K - $358K
|
161K
$6.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.5K- 7.3% |
$61.6K - $68.9K
|
19K
$821K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110+ 0.12% |
$4.52K - $5.05K
|
89.1K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-853- 2.7% |
$35K - $39.2K
|
30.7K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-354- 0.11% |
$14.5K - $16.3K
|
326K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 21.32% |
$56.8K - $63.5K
|
5.1K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
808+ 7.27% |
$33.2K - $37.1K
|
11.9K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
590+ 6.05% |
$24.2K - $27.1K
|
10.3K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-63.9K- 25.17% |
$2.62M - $2.93M
|
190K
$8.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
125+ 2.85% |
$5.14K - $5.74K
|
4.52K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-74.2K- 10.02% |
$3.05M - $3.41M
|
666K
$28.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.32K- 2.59% |
$136K - $153K
|
125K
$5.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
189+ 3.16% |
$7.77K - $8.68K
|
6.17K
$266K
|