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 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
544+ 3.33% |
$22.5K - $24.8K
|
16.9K
$748K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$82.7 - $91.3
|
7.57K
$336K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
223+ 0.77% |
$9.22K - $10.2K
|
29.1K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-7.95K- 63.2% |
$329K - $363K
|
4.63K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.91K+ 16.48% |
$286K - $315K
|
48.8K
$2.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
89+ 6.99% |
$3.68K - $4.06K
|
1.36K
$60.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.54K- 2.83% |
$63.7K - $70.4K
|
52.9K
$2.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
98+ 23.96% |
$4.05K - $4.47K
|
507
$22.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
616+ 12.7% |
$25.5K - $28.1K
|
5.47K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
714+ 3.51% |
$29.5K - $32.6K
|
21.1K
$933K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$66.4K - $73.4K
|
1.61K
$71.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2.18K- 26.03% |
$90K - $99.4K
|
6.19K
$274K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$207 - $228
|
5
$222
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
23KNew |
$952K - $1.05M
|
23K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
41+ 0.61% |
$1.69K - $1.87K
|
6.75K
$299K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 11.97% |
$440K - $486K
|
99.5K
$4.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17K+ 10.85% |
$703K - $777K
|
174K
$7.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
7New |
$289 - $320
|
7
$310
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-152K- 52.23% |
$6.28M - $6.94M
|
139K
$6.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.48K- 3.33% |
$185K - $205K
|
130K
$5.76M
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-27- 1.6% |
$1.12K - $1.23K
|
1.66K
$73.6K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-182- 2.97% |
$7.52K - $8.31K
|
5.94K
$263K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.12K+ 4.55% |
$253K - $279K
|
140K
$6.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-268- 3.12% |
$11.1K - $12.2K
|
8.32K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
201+ 54.92% |
$8.31K - $9.18K
|
567
$25.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
70+ 7.87% |
$2.89K - $3.2K
|
960
$42.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-243- 2.43% |
$10K - $11.1K
|
9.75K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
72+ 1.47% |
$2.98K - $3.29K
|
4.97K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.16% |
$82.7 - $91.3
|
1.23K
$54.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.76K- 1.33% |
$156K - $172K
|
280K
$12.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-5- 0.08% |
$207 - $228
|
6.06K
$269K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-150- 2.28% |
$6.2K - $6.85K
|
6.44K
$285K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.18K+ 38.54% |
$380K - $419K
|
33K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.23% |
$2.6K - $2.88K
|
5.2K
$230K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
536+ 7.1% |
$22.2K - $24.5K
|
8.09K
$358K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-11.3K- 8.57% |
$467K - $515K
|
121K
$5.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-148- 1.79% |
$6.12K - $6.76K
|
8.12K
$359K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-52- 0.45% |
$2.15K - $2.37K
|
11.5K
$507K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.44K- 4.03% |
$101K - $111K
|
58.1K
$2.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.37K- 1.81% |
$139K - $154K
|
183K
$8.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-20.6K- 6.38% |
$852K - $940K
|
302K
$13.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 3.81% |
$744 - $822
|
455
$20.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.04KNew |
$84.4K - $93.2K
|
2.04K
$90.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.71KNew |
$195K - $215K
|
4.71K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.22K+ 3.37% |
$174K - $192K
|
129K
$5.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.17K- 1.35% |
$48.4K - $53.4K
|
85.5K
$3.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-58- 0.99% |
$2.4K - $2.65K
|
5.81K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
24+ 0.14% |
$992 - $1.1K
|
17.2K
$761K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5New |
$207 - $228
|
5
$222
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.5KNew |
$186K - $205K
|
4.5K
$199K
|
|