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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.33K- 59.27% |
$177K - $199K
|
3.66K
$162K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.28K- 38.02% |
$208K - $235K
|
10.2K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21K- 46.63% |
$699K - $786K
|
24.1K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
18New |
$598 - $673
|
18
$797
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$33.2 - $37.4
|
2.71K
$120K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-556- 52.55% |
$18.5K - $20.8K
|
502
$22.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-103- 51.76% |
$3.42K - $3.85K
|
96
$4.25K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.36K- 50.05% |
$78.2K - $88K
|
2.35K
$104K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.6K- 45.81% |
$420K - $473K
|
15K
$663K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.93K- 16.49% |
$197K - $221K
|
30K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17.3K- 52.56% |
$574K - $646K
|
15.6K
$691K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 10.03% |
$34.5K - $38.8K
|
9.32K
$413K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
244+ 1.21% |
$8.1K - $9.12K
|
20.4K
$902K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.34K- 13.4% |
$44.6K - $50.2K
|
8.67K
$384K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$9.96K - $11.2K
|
300
$13.3K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.53K- 1.72% |
$277K - $303K
|
488K
$21.6M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
203+ 6.69% |
$6.59K - $7.21K
|
3.24K
$143K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-665- 6.83% |
$21.6K - $23.6K
|
9.07K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 14.78% |
$38.8K - $42.4K
|
9.27K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8KNew |
$416K - $455K
|
12.8K
$568K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.69KNew |
$185K - $202K
|
5.69K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
238+ 2.24% |
$7.73K - $8.45K
|
10.8K
$481K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$390 - $426
|
12
$532
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
34+ 0.22% |
$1.1K - $1.21K
|
15.4K
$680K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-648- 5.08% |
$21K - $23K
|
12.1K
$537K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
248New |
$8.05K - $8.81K
|
248
$11K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.75KNew |
$187K - $204K
|
5.75K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-199- 2.26% |
$6.46K - $7.07K
|
8.62K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
361New |
$11.7K - $12.8K
|
361
$16K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 0.29% |
$32.5 - $35.5
|
348
$15.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.2K- 65.17% |
$397K - $434K
|
6.53K
$289K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.04% |
$97.4 - $107
|
7.36K
$326K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
271K+ 24.71% |
$8.79M - $9.62M
|
1.37M
$60.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.2KNew |
$525K - $574K
|
16.2K
$716K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-3- 0.35% |
$97.4 - $107
|
863
$38.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20- 71.43% |
$649 - $710
|
8
$354
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$211K - $231K
|
6.51K
$288K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.31KNew |
$75K - $82.1K
|
2.31K
$102K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-139- 1.93% |
$4.51K - $4.94K
|
7.07K
$313K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.82% |
$1.61K - $1.88K
|
6.05K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.23K- 20.87% |
$72K - $83.6K
|
8.45K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 7.97% |
$36.5K - $42.5K
|
13.1K
$579K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
82New |
$2.65K - $3.08K
|
82
$3.63K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70New |
$2.26K - $2.63K
|
70
$3.1K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-14.8K- 69.78% |
$478K - $556K
|
6.42K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.29K- 15.87% |
$41.8K - $48.5K
|
6.86K
$304K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.3KNew |
$462K - $537K
|
14.3K
$634K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
360New |
$11.6K - $13.5K
|
360
$15.9K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
721+ 358.71% |
$23.3K - $27K
|
922
$40.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.4% |
$129 - $150
|
998
$44.2K
|
|