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 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
|
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
|
Orin Green Financial, LLC
|
BUY
|
- |
845+ 13.7% |
$34.9K - $38.6K
|
7.02K
$311K
|
|
|
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 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
|
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
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.76K+ 6.24% |
$114K - $126K
|
47K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-246- 2.01% |
$10.2K - $11.2K
|
12K
$530K
|
|
|
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
|
Pds Planning, Inc
|
SELL
|
- |
-35- 0.29% |
$1.45K - $1.6K
|
12K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.09% |
$289 - $320
|
7.47K
$331K
|
|
|
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
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-55.3K- 21.61% |
$2.28M - $2.52M
|
200K
$8.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.4KNew |
$429K - $473K
|
10.4K
$459K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-31.7K- 30.88% |
$1.31M - $1.45M
|
70.9K
$3.14M
|
|
|
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
|
Great Diamond Partners, LLC
|
BUY
|
- |
488+ 3.77% |
$20.2K - $22.3K
|
13.4K
$596K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-300- 2.71% |
$12.4K - $13.7K
|
10.8K
$477K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.01K+ 23.46% |
$83.1K - $91.8K
|
10.6K
$469K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.29K+ 8.84% |
$260K - $287K
|
77.4K
$3.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-6.02K- 51.68% |
$249K - $275K
|
5.62K
$249K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-152K- 99.34% |
$6.27M - $6.92M
|
1K
$44.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-16.9K- 10.61% |
$697K - $769K
|
142K
$6.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
545+ 13.33% |
$22.5K - $24.9K
|
4.64K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26New |
$1.07K - $1.19K
|
26
$1.15K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
95+ 0.87% |
$3.93K - $4.34K
|
11K
$488K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-195- 2.09% |
$8.06K - $8.9K
|
9.16K
$406K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.14K+ 2.64% |
$130K - $143K
|
122K
$5.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
74+ 1.43% |
$3.06K - $3.38K
|
5.26K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.03K+ 25.28% |
$84K - $92.8K
|
10.1K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.84K+ 8.75% |
$76.1K - $84K
|
22.9K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.2K+ 18.14% |
$215K - $237K
|
33.8K
$1.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
869+ 3.19% |
$35.9K - $39.7K
|
28.1K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.66KNew |
$192K - $213K
|
4.66K
$206K
|
|