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 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9.69K- 57.06% |
$301K - $342K
|
7.29K
$314K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
585New |
$18.2K - $20.6K
|
585
$25.2K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
506New |
$15.4K - $18.7K
|
506
$21.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
35.2KNew |
$1.07M - $1.3M
|
35.2K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
153New |
$4.66K - $5.64K
|
153
$6.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 1.03% |
$122 - $147
|
392
$16.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.34K- 26.0% |
$40.8K - $49.4K
|
3.81K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.91K+ 64.18% |
$210K - $255K
|
17.7K
$762K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
24.1K+ 11.07% |
$733K - $887K
|
242K
$10.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
47New |
$1.43K - $1.73K
|
47
$2.03K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.56KNew |
$78K - $94.4K
|
2.56K
$110K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
875New |
$26.7K - $32.3K
|
875
$37.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-620- 34.07% |
$18.9K - $22.9K
|
1.2K
$51.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7.02KNew |
$214K - $259K
|
7.02K
$303K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
67KNew |
$2.04M - $2.47M
|
67K
$2.89M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
798New |
$24.3K - $29.4K
|
798
$34.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.94KNew |
$89.5K - $108K
|
2.94K
$127K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.1K+ 1.47% |
$33.5K - $40.6K
|
75.9K
$3.27M
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
$320K - $406K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.62KClosed |
$171K - $216K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.82KClosed |
$177K - $224K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$819 - $1.04K
|
27
$1.16K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.29% |
$30.3 - $38.4
|
351
$15.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.81KClosed |
$115K - $146K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.91KClosed |
$179K - $227K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.2K+ 25.43% |
$127K - $161K
|
20.7K
$893K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
203New |
$6.16K - $7.8K
|
203
$8.75K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.3KClosed |
$39.4K - $49.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.85KNew |
$177K - $225K
|
5.85K
$252K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-15.2K- 69.28% |
$461K - $584K
|
6.74K
$291K
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.49KClosed |
$167K - $211K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-6.86KClosed |
$208K - $263K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
499New |
$15.1K - $19.2K
|
499
$21.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.13KClosed |
$64.5K - $81.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-9.81KClosed |
$298K - $377K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 1.45% |
$3.22K - $4.07K
|
7.23K
$312K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
5.42KNew |
$164K - $208K
|
5.42K
$234K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-581Closed |
$17.6K - $22.3K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-6.21KClosed |
$188K - $239K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
8.94KNew |
$271K - $343K
|
8.94K
$385K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
450New |
$13.7K - $17.3K
|
450
$19.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.28KClosed |
$160K - $203K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.69KClosed |
$173K - $218K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.14KClosed |
$186K - $236K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-136Closed |
$4.13K - $5.23K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.1KNew |
$215K - $273K
|
7.1K
$306K
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
915New |
$32.5K - $37.4K
|
915
$39.4K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
425+ 90.81% |
$15.1K - $17.4K
|
893
$38.5K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-30Closed |
$1.07K - $1.22K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
$35.6K - $40.8K
|
0
$0
|
|