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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.2KNew |
$525K - $574K
|
16.2K
$697K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
271K+ 24.71% |
$8.79M - $9.62M
|
1.37M
$58.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-3- 0.35% |
$97.4 - $107
|
863
$37.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20- 71.43% |
$649 - $710
|
8
$345
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$211K - $231K
|
6.51K
$281K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.31KNew |
$75K - $82.1K
|
2.31K
$99.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-139- 1.93% |
$4.51K - $4.94K
|
7.07K
$305K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.82% |
$1.61K - $1.88K
|
6.05K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.23K- 20.87% |
$72K - $83.6K
|
8.45K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 7.97% |
$36.5K - $42.5K
|
13.1K
$563K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70New |
$2.26K - $2.63K
|
70
$3.02K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-14.8K- 69.78% |
$478K - $556K
|
6.42K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
82New |
$2.65K - $3.08K
|
82
$3.54K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.29K- 15.87% |
$41.8K - $48.5K
|
6.86K
$296K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
45+ 17.05% |
$1.45K - $1.69K
|
309
$13.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.3KNew |
$462K - $537K
|
14.3K
$617K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
360New |
$11.6K - $13.5K
|
360
$15.5K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
721+ 358.71% |
$23.3K - $27K
|
922
$39.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.4% |
$129 - $150
|
998
$43K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.53K+ 3.29% |
$81.8K - $95.1K
|
79.7K
$3.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96KNew |
$63.3K - $73.6K
|
1.96K
$84.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
128New |
$4.13K - $4.8K
|
128
$5.52K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
136+ 1.05% |
$4.39K - $5.1K
|
13.1K
$566K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
73+ 0.44% |
$2.36K - $2.74K
|
16.5K
$713K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
28+ 40.0% |
$904 - $1.05K
|
98
$4.22K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
116+ 1.18% |
$3.74K - $4.35K
|
9.95K
$429K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
13.4K+ 8.57% |
$432K - $502K
|
170K
$7.31M
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.15KNew |
$191K - $217K
|
6.15K
$265K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
100New |
$3.1K - $3.53K
|
100
$4.31K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.13KNew |
$190K - $216K
|
6.13K
$264K
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.6KNew |
$734K - $834K
|
23.6K
$1.02M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 0.42% |
$621 - $705
|
4.76K
$205K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.7KNew |
$52.8K - $59.9K
|
1.7K
$73.3K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.04K- 12.04% |
$32.2K - $36.6K
|
7.58K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
246New |
$7.63K - $8.67K
|
246
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.54KNew |
$141K - $160K
|
4.54K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-861K- 96.96% |
$26.7M - $30.3M
|
27K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.14KNew |
$129K - $146K
|
4.14K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
167+ 0.91% |
$5.18K - $5.89K
|
18.6K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-713- 10.21% |
$22.1K - $25.1K
|
6.27K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.98K+ 99.6% |
$217K - $246K
|
14K
$603K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.08KNew |
$64.5K - $73.3K
|
2.08K
$89.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.4KNew |
$136K - $155K
|
4.4K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
7.67KNew |
$238K - $270K
|
7.67K
$331K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
37.8KNew |
$1.17M - $1.33M
|
37.8K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.11K- 23.45% |
$252K - $286K
|
26.5K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12- 5.66% |
$372 - $423
|
200
$8.62K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
285New |
$8.84K - $10K
|
285
$12.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-75- 0.28% |
$2.33K - $2.64K
|
27.1K
$1.17M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
153+ 2.18% |
$4.75K - $5.39K
|
7.16K
$309K
|
|