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 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-331- 10.83% |
$13.7K - $15.1K
|
2.72K
$121K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64.2K- 35.19% |
$2.66M - $2.93M
|
118K
$5.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24.9K- 1.22% |
$1.03M - $1.14M
|
2.02M
$89.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9K+ 13.74% |
$490K - $541K
|
98.1K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.13% |
$620 - $685
|
11.5K
$509K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74+ 1.43% |
$3.06K - $3.38K
|
5.26K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-100- 1.81% |
$4.13K - $4.57K
|
5.44K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-497K- 45.95% |
$20.5M - $22.7M
|
585K
$25.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-986- 4.91% |
$40.8K - $45K
|
19.1K
$846K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
625+ 8.69% |
$25.8K - $28.5K
|
7.82K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
146+ 2.08% |
$6.04K - $6.66K
|
7.17K
$318K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3New |
$124 - $137
|
3
$133
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-5- 0.38% |
$207 - $228
|
1.29K
$57.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
9.93K+ 4.01% |
$410K - $453K
|
257K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.51K- 3.24% |
$62.3K - $68.8K
|
45K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-54- 0.26% |
$2.23K - $2.47K
|
20.6K
$913K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4- 2.05% |
$165 - $183
|
191
$8.46K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-261- 26.1% |
$10.8K - $11.9K
|
739
$32.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
248+ 0.54% |
$10.3K - $11.3K
|
46.1K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.81K- 1.27% |
$240K - $265K
|
452K
$20M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 17.54% |
$421K - $464K
|
68.1K
$3.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.3KNew |
$2.04M - $2.25M
|
49.3K
$2.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42.3K+ 246.71% |
$1.75M - $1.93M
|
59.5K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
23+ 0.66% |
$951 - $1.05K
|
3.52K
$156K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-600- 2.45% |
$24.8K - $27.4K
|
23.9K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.04K- 1.91% |
$374K - $413K
|
464K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.9K+ 2.98% |
$533K - $588K
|
445K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.8K+ 1.72% |
$445K - $491K
|
635K
$28.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 20.0% |
$165K - $183K
|
24K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
33.6K+ 1.92% |
$1.39M - $1.53M
|
1.78M
$78.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.17K+ 1.54% |
$89.7K - $99K
|
143K
$6.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-535- 2.77% |
$22.1K - $24.4K
|
18.8K
$833K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-428- 0.56% |
$17.7K - $19.5K
|
75.7K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.73K- 0.9% |
$113K - $125K
|
302K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 15.73% |
$9.34K - $10.3K
|
1.66K
$73.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
254New |
$10.5K - $11.6K
|
254
$11.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
3.01K+ 6.36% |
$124K - $137K
|
50.3K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-387- 2.27% |
$16K - $17.7K
|
16.7K
$738K
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.15K+ 5.8% |
$47.7K - $52.6K
|
21K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-415- 3.43% |
$17.2K - $18.9K
|
11.7K
$518K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.2K- 3.68% |
$90.9K - $100K
|
57.5K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43.7K- 19.39% |
$1.81M - $2M
|
182K
$8.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
504+ 8.01% |
$20.8K - $23K
|
6.8K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.88K+ 74.97% |
$202K - $223K
|
11.4K
$504K
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
496+ 6.03% |
$20.5K - $22.6K
|
8.73K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-130- 2.42% |
$5.37K - $5.93K
|
5.24K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
24K+ 203.17% |
$993K - $1.1M
|
35.8K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
25.3K+ 1.15% |
$1.04M - $1.15M
|
2.23M
$98.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.93K+ 3.18% |
$328K - $362K
|
258K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
316New |
$13.1K - $14.4K
|
316
$14K
|
|