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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
82+ 0.22% |
$3.39K - $3.74K
|
36.7K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 54.84% |
$703 - $776
|
48
$2.13K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-168- 2.72% |
$6.95K - $7.67K
|
6.02K
$267K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.49K+ 6.19% |
$61.8K - $68.2K
|
25.6K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-75- 0.6% |
$3.1K - $3.42K
|
12.5K
$555K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
43KNew |
$1.78M - $1.96M
|
43K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.9K- 8.6% |
$576K - $636K
|
148K
$6.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3- 0.02% |
$124 - $137
|
13K
$576K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.3K+ 11.2% |
$53.7K - $59.3K
|
12.9K
$572K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.35K+ 1.86% |
$55.9K - $61.7K
|
73.9K
$3.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
18.3K+ 61.15% |
$758K - $837K
|
48.3K
$2.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-4.87K- 7.32% |
$201K - $222K
|
61.6K
$2.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.88K+ 17.13% |
$77.7K - $85.8K
|
12.9K
$570K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.43% |
$82.7 - $91.3
|
467
$20.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.47% |
$82.7 - $91.3
|
428
$19K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-3.05K- 11.64% |
$126K - $139K
|
23.2K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.7KNew |
$70.3K - $77.7K
|
1.7K
$75.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.6K- 15.56% |
$66.2K - $73.1K
|
8.69K
$385K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
845+ 13.7% |
$34.9K - $38.6K
|
7.02K
$311K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-101- 0.44% |
$4.18K - $4.61K
|
22.7K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
85+ 1.19% |
$3.51K - $3.88K
|
7.24K
$321K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-249- 1.49% |
$10.3K - $11.4K
|
16.5K
$731K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.93K+ 57.06% |
$121K - $134K
|
8.07K
$357K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
485+ 0.43% |
$20K - $22.1K
|
115K
$5.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.41K- 11.36% |
$58.4K - $64.5K
|
11K
$488K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-54.8KClosed |
$2.27M - $2.5M
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.89K+ 17.68% |
$78.2K - $86.4K
|
12.6K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.03K- 5.53% |
$42.4K - $46.8K
|
17.5K
$776K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4+ 0.06% |
$165 - $183
|
6.81K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
685+ 2.28% |
$28.3K - $31.3K
|
30.8K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.14K- 6.62% |
$212K - $234K
|
72.4K
$3.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-56- 0.32% |
$2.32K - $2.56K
|
17.4K
$770K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-682- 2.15% |
$28.2K - $31.1K
|
31.1K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-108K- 27.7% |
$4.48M - $4.95M
|
283K
$12.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-184- 33.15% |
$7.61K - $8.4K
|
371
$16.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.85KNew |
$200K - $221K
|
4.85K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.73K- 12.92% |
$237K - $262K
|
38.6K
$1.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-300- 2.84% |
$12.4K - $13.7K
|
10.2K
$454K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.76K+ 6.24% |
$114K - $126K
|
47K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.95K- 20.08% |
$80.4K - $88.8K
|
7.75K
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-246- 2.01% |
$10.2K - $11.2K
|
12K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-35- 0.29% |
$1.45K - $1.6K
|
12K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-55.3K- 21.61% |
$2.28M - $2.52M
|
200K
$8.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.82K+ 3.17% |
$117K - $129K
|
92K
$4.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.09% |
$289 - $320
|
7.47K
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-300- 2.71% |
$12.4K - $13.7K
|
10.8K
$477K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
488+ 3.77% |
$20.2K - $22.3K
|
13.4K
$596K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
83+ 0.14% |
$3.43K - $3.79K
|
58.3K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
344+ 2.25% |
$14.2K - $15.7K
|
15.6K
$692K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-31.7K- 30.88% |
$1.31M - $1.45M
|
70.9K
$3.14M
|
|