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 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
335+ 0.76% |
$12.2K - $13.5K
|
44.3K
$1.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-94- 1.75% |
$3.42K - $3.79K
|
5.28K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
141New |
$5.12K - $5.68K
|
141
$6.25K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
134+ 1.64% |
$4.87K - $5.4K
|
8.28K
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
76+ 42.7% |
$2.76K - $3.06K
|
254
$11.3K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
858+ 36.33% |
$26.6K - $33.1K
|
3.22K
$143K
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
296+ 2.35% |
$9.16K - $11.4K
|
12.9K
$570K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
505+ 134.31% |
$15.6K - $19.5K
|
881
$39K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32KNew |
$991K - $1.24M
|
32K
$1.42M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-208Closed |
$6.44K - $8.03K
|
0
$0
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
176New |
$5.45K - $6.79K
|
176
$7.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$49.1K - $61.2K
|
1.59K
$70.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
609New |
$18.9K - $23.5K
|
609
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
94New |
$2.91K - $3.63K
|
94
$4.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.43KNew |
$168K - $210K
|
5.43K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
19.9KNew |
$617K - $769K
|
19.9K
$883K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
164KNew |
$5.09M - $6.34M
|
164K
$7.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
229+ 0.79% |
$7.09K - $8.84K
|
29.2K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151New |
$4.67K - $5.83K
|
151
$6.69K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.53K+ 28.17% |
$78.3K - $97.6K
|
11.5K
$509K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.2K+ 77.97% |
$161K - $201K
|
11.9K
$526K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
261+ 20.63% |
$8.08K - $10.1K
|
1.53K
$67.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
75+ 11.81% |
$2.32K - $2.89K
|
710
$31.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.05K+ 3.67% |
$32.4K - $40.4K
|
29.6K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-534- 96.22% |
$16.5K - $20.6K
|
21
$930
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
898New |
$27.8K - $34.7K
|
898
$39.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$33.5K - $41.8K
|
1.08K
$47.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.55% |
$61.9 - $77.2
|
364
$16.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
496New |
$15.4K - $19.1K
|
496
$22K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.75K- 10.73% |
$116K - $145K
|
31.2K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.01K- 91.62% |
$62.3K - $77.7K
|
184
$8.15K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.9K- 22.7% |
$89.8K - $112K
|
9.88K
$438K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
120+ 1.8% |
$3.72K - $4.63K
|
6.78K
$300K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.1K - $1.23K
|
33
$1.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.32K- 31.31% |
$110K - $124K
|
7.27K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.97K- 37.34% |
$132K - $148K
|
6.66K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.15% |
$963 - $1.08K
|
19.1K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
345New |
$11.5K - $12.9K
|
345
$15.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.4K- 57.54% |
$545K - $613K
|
12.1K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-71.3KClosed |
$2.37M - $2.66M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.68K- 60.3% |
$55.7K - $62.7K
|
1.1K
$48.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.07KNew |
$268K - $301K
|
8.07K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
345KNew |
$11.4M - $12.9M
|
345K
$15.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
192+ 1.44% |
$6.38K - $7.18K
|
13.5K
$597K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14.7K- 54.12% |
$487K - $548K
|
12.4K
$551K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
985New |
$32.7K - $36.8K
|
985
$43.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.75K- 51.68% |
$224K - $252K
|
6.31K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-453- 51.42% |
$15K - $16.9K
|
428
$19K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.3K- 54.73% |
$542K - $610K
|
13.5K
$598K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-72- 49.66% |
$2.39K - $2.69K
|
73
$3.23K
|
|