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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
956+ 12.14% |
$39.3K - $43.9K
|
8.83K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.53KNew |
$268K - $300K
|
6.53K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
129KNew |
$5.28M - $5.91M
|
129K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
505+ 2.71% |
$20.8K - $23.2K
|
19.1K
$824K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
902+ 17.76% |
$37.1K - $41.4K
|
5.98K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.38K+ 6.48% |
$56.6K - $63.3K
|
22.6K
$975K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.14KNew |
$252K - $282K
|
6.14K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
25.5KNew |
$1.05M - $1.17M
|
25.5K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.02K- 31.74% |
$42K - $47K
|
2.2K
$94.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$1.14M - $1.27M
|
27.7K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-658K- 32.86% |
$27M - $30.2M
|
1.34M
$57.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-200- 24.24% |
$8.22K - $9.19K
|
625
$26.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
76New |
$3.12K - $3.49K
|
76
$3.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.34K+ 18.24% |
$384K - $429K
|
60.5K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.74K+ 3.03% |
$359K - $401K
|
297K
$12.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.39KNew |
$180K - $202K
|
4.39K
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
809+ 80900.0% |
$33.2K - $37.2K
|
810
$34.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.34K+ 489.94% |
$96K - $107K
|
2.81K
$121K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2.22K+ 1.21% |
$91.1K - $102K
|
186K
$8.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.37KNew |
$56.2K - $62.8K
|
1.37K
$59K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-701- 1.09% |
$28.8K - $32.2K
|
63.6K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.02K+ 24.44% |
$165K - $185K
|
20.5K
$883K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
495+ 1.17% |
$20.3K - $22.7K
|
42.6K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-6.07K- 5.32% |
$249K - $279K
|
108K
$4.65M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.85K+ 16.38% |
$76.2K - $85.2K
|
13.2K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-94- 1.39% |
$3.86K - $4.32K
|
6.69K
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.06K+ 55.12% |
$167K - $186K
|
11.4K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.47% |
$41.1 - $45.9
|
69
$2.97K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
628+ 2.05% |
$25.8K - $28.9K
|
31.3K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-110- 1.06% |
$4.52K - $5.05K
|
10.2K
$441K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.87K- 7.21% |
$76.9K - $86K
|
24.1K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-221- 0.44% |
$9.08K - $10.2K
|
49.6K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.08K- 2.24% |
$85.3K - $95.4K
|
90.8K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.71K+ 20.04% |
$111K - $124K
|
16.2K
$699K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.29K+ 206.59% |
$52.8K - $59K
|
1.91K
$82.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
198New |
$8.14K - $9.1K
|
198
$8.54K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.94KNew |
$244K - $273K
|
5.94K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 6.29% |
$47.2K - $52.7K
|
17.1K
$738K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.84K- 3.88% |
$281K - $314K
|
169K
$7.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-197- 0.62% |
$8.09K - $9.05K
|
31.5K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
75.5KNew |
$3.1M - $3.47M
|
75.5K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
83+ 43.01% |
$3.41K - $3.81K
|
276
$11.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-801- 12.85% |
$32.9K - $36.8K
|
5.43K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.78KNew |
$197K - $220K
|
4.78K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.4K- 7.37% |
$57.7K - $64.5K
|
17.6K
$760K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.7K+ 10.65% |
$69.7K - $77.9K
|
17.6K
$760K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
29+ 0.42% |
$1.19K - $1.33K
|
6.86K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-170- 1.69% |
$6.99K - $7.81K
|
9.88K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 8.49% |
$2.55K - $2.85K
|
792
$34.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-996- 6.18% |
$40.9K - $45.8K
|
15.1K
$652K
|