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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
45.1K+ 234.49% |
$1.85M - $2.07M
|
64.3K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-721- 0.85% |
$29.6K - $33.1K
|
84.3K
$3.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.73K- 2.59% |
$71.3K - $79.7K
|
65.3K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
884+ 11.38% |
$36.3K - $40.6K
|
8.65K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-538- 8.78% |
$22.1K - $24.7K
|
5.59K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
24.5K+ 29.53% |
$1.01M - $1.13M
|
107K
$4.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
497+ 3.33% |
$20.4K - $22.8K
|
15.4K
$665K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
465+ 8.66% |
$19.1K - $21.4K
|
5.84K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
490+ 5.68% |
$20.1K - $22.5K
|
9.11K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.03K+ 1.67% |
$42.3K - $47.3K
|
62.5K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
234+ 0.77% |
$9.62K - $10.7K
|
30.6K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-356- 57.14% |
$14.6K - $16.4K
|
267
$11.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-115- 3.01% |
$4.73K - $5.28K
|
3.71K
$160K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
170New |
$6.99K - $7.81K
|
170
$7.33K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-7- 0.07% |
$288 - $322
|
9.37K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.71K- 7.75% |
$70.2K - $78.5K
|
20.3K
$877K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.32K+ 20.57% |
$54K - $60.4K
|
7.71K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
792+ 8.32% |
$32.5K - $36.4K
|
10.3K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
452+ 0.84% |
$18.6K - $20.8K
|
54.5K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-200- 3.16% |
$8.22K - $9.19K
|
6.14K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
760+ 3.33% |
$31.2K - $34.9K
|
23.6K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.9K+ 2.54% |
$119K - $133K
|
117K
$5.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
22+ 0.41% |
$904 - $1.01K
|
5.39K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
421+ 1.44% |
$17.3K - $19.3K
|
29.7K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.13K- 37.23% |
$129K - $144K
|
5.28K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-598- 3.27% |
$24.6K - $27.5K
|
17.7K
$761K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-5.26K- 11.78% |
$216K - $242K
|
39.4K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-60- 1.05% |
$2.47K - $2.76K
|
5.67K
$245K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.17KNew |
$171K - $192K
|
4.17K
$180K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-195- 0.15% |
$8.01K - $8.96K
|
126K
$5.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 9.25% |
$105K - $118K
|
25.1K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.63K+ 16.21% |
$66.8K - $74.7K
|
11.7K
$503K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2K- 9.22% |
$82.2K - $91.9K
|
19.7K
$849K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-17- 0.26% |
$699 - $781
|
6.63K
$286K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.58KNew |
$65K - $72.6K
|
1.58K
$68.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.39K- 2.33% |
$57K - $63.7K
|
58.3K
$2.51M
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 2.56% |
$76.1 - $84.1
|
76
$3.28K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2New |
$76.1 - $84.1
|
2
$86.2
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.56K+ 4.38% |
$59.3K - $65.5K
|
37.1K
$1.6M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.2K+ 16.78% |
$83.5K - $92.4K
|
15.3K
$659K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18New |
$685 - $757
|
18
$776
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
21+ 0.2% |
$799 - $883
|
10.8K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3.18KNew |
$121K - $134K
|
3.18K
$137K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.01K+ 11.84% |
$115K - $127K
|
28.4K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.8K+ 197.51% |
$1.4M - $1.55M
|
55.4K
$2.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.31K- 6.78% |
$87.9K - $97.2K
|
31.8K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
157+ 0.83% |
$5.97K - $6.6K
|
19K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.3K+ 78.75% |
$622K - $688K
|
37.1K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
116K+ 8.43% |
$4.41M - $4.88M
|
1.49M
$64.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
25+ 0.41% |
$951 - $1.05K
|
6.1K
$263K
|
|