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 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.67K+ 45.71% |
$317K - $350K
|
24.4K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7.52K- 34.68% |
$311K - $343K
|
14.2K
$628K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.34% |
$248 - $274
|
1.76K
$78K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.62K- 13.61% |
$108K - $119K
|
16.6K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.39K+ 11.85% |
$57.6K - $63.6K
|
13.1K
$582K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.73K- 36.49% |
$113K - $125K
|
4.75K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 1.87% |
$16.5K - $18.3K
|
21.8K
$964K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
54+ 0.28% |
$2.23K - $2.47K
|
19.5K
$862K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 7.9% |
$50.4K - $55.6K
|
14.2K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-864- 10.62% |
$35.7K - $39.4K
|
7.27K
$322K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-6- 0.02% |
$248 - $274
|
24.4K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.96K- 3.04% |
$81.1K - $89.5K
|
62.6K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
5.3K+ 7.86% |
$219K - $242K
|
72.6K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.46K+ 5.87% |
$60.4K - $66.7K
|
26.4K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31KNew |
$1.28M - $1.41M
|
31K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1+ 0.01% |
$41.3 - $45.7
|
8.39K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-549- 2.11% |
$22.7K - $25.1K
|
25.5K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
301+ 100.0% |
$12.4K - $13.7K
|
602
$26.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
651+ 242.91% |
$26.9K - $29.7K
|
919
$40.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.06K- 10.44% |
$43.8K - $48.4K
|
9.1K
$403K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-180- 1.3% |
$7.44K - $8.22K
|
13.7K
$606K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-242- 0.73% |
$10K - $11K
|
33.1K
$1.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.98K+ 98.54% |
$164K - $182K
|
8.02K
$355K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-197- 0.18% |
$8.14K - $8.99K
|
109K
$4.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-30.8K- 31.04% |
$1.27M - $1.41M
|
68.5K
$3.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
731+ 6.85% |
$30.2K - $33.4K
|
11.4K
$505K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
22+ 0.32% |
$909 - $1K
|
6.96K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
112K+ 54.45% |
$4.61M - $5.09M
|
316K
$14M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.89KNew |
$119K - $132K
|
2.89K
$128K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-925- 1.44% |
$38.2K - $42.2K
|
63.1K
$2.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53K+ 4.41% |
$105K - $115K
|
59.9K
$2.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
163+ 0.69% |
$6.74K - $7.44K
|
23.9K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.38K- 3.39% |
$57K - $62.9K
|
39.3K
$1.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.42K+ 15.67% |
$58.8K - $65K
|
10.5K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.5K+ 2.49% |
$269K - $297K
|
267K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.44K+ 40.29% |
$184K - $203K
|
15.5K
$685K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.74K+ 8.68% |
$113K - $125K
|
34.3K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
313+ 0.52% |
$12.9K - $14.3K
|
60.5K
$2.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
420+ 1.02% |
$17.4K - $19.2K
|
41.7K
$1.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.1K- 3.28% |
$86.6K - $95.6K
|
61.8K
$2.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-3.19K- 28.66% |
$132K - $146K
|
7.94K
$352K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-79- 0.78% |
$3.27K - $3.61K
|
10K
$443K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.88K- 9.71% |
$77.6K - $85.6K
|
17.5K
$773K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
17.6KNew |
$726K - $802K
|
17.6K
$778K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.34K+ 5.47% |
$55.6K - $61.4K
|
25.9K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
669+ 11.16% |
$27.7K - $30.5K
|
6.66K
$295K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
217+ 0.07% |
$8.97K - $9.91K
|
298K
$13.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-75- 0.57% |
$3.1K - $3.42K
|
13K
$576K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.68K- 3.24% |
$69.5K - $76.7K
|
50.2K
$2.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-362- 46.83% |
$15K - $16.5K
|
411
$18.2K
|
|