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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.94% |
$64.7K - $72.4K
|
52K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.47K+ 32.45% |
$143K - $159K
|
14.2K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 0.47% |
$1.19K - $1.33K
|
6.16K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
127+ 0.97% |
$5.22K - $5.83K
|
13.3K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.37K+ 64.76% |
$262K - $292K
|
16.2K
$629K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
27.5K+ 17.36% |
$1.13M - $1.26M
|
186K
$7.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-216- 0.61% |
$8.88K - $9.92K
|
35.4K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-315- 8.74% |
$12.9K - $14.5K
|
3.29K
$128K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.79% |
$62.4K - $69.7K
|
52.8K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.85K- 4.75% |
$117K - $131K
|
57.1K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
100New |
$4.11K - $4.59K
|
100
$3.88K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.59K- 9.76% |
$65.4K - $73.1K
|
14.7K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-500- 7.15% |
$20.5K - $23K
|
6.49K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.37% |
$247 - $276
|
1.65K
$63.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-291- 5.02% |
$12K - $13.4K
|
5.5K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
354+ 2.24% |
$14.5K - $16.3K
|
16.2K
$628K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-28- 0.45% |
$1.15K - $1.29K
|
6.16K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
134+ 1.96% |
$5.51K - $6.16K
|
6.98K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-14.2K- 22.3% |
$584K - $652K
|
49.5K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
276+ 3.06% |
$11.3K - $12.7K
|
9.3K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
378+ 6.69% |
$15.5K - $17.4K
|
6.03K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.36K+ 2.84% |
$97.1K - $109K
|
85.7K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-500- 9.01% |
$20.5K - $23K
|
5.05K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.58K+ 18.64% |
$65.1K - $72.8K
|
10.1K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191- 22.26% |
$7.85K - $8.77K
|
667
$25.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-429- 0.88% |
$17.6K - $19.7K
|
48.4K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.6K- 33.06% |
$889K - $994K
|
43.8K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.56K+ 3.21% |
$105K - $118K
|
82.2K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
7.76KNew |
$319K - $356K
|
7.76K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24+ 0.01% |
$986 - $1.1K
|
254K
$9.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.78KNew |
$196K - $220K
|
4.78K
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.76% |
$3.08K - $3.45K
|
9.76K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5KNew |
$205K - $230K
|
5K
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
425+ 16.61% |
$17.5K - $19.5K
|
2.98K
$116K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.61K- 11.48% |
$313K - $350K
|
58.7K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
235+ 3.35% |
$9.66K - $10.8K
|
7.24K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.18K+ 5.08% |
$48.3K - $54K
|
24.3K
$944K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
454+ 3.87% |
$18.7K - $20.9K
|
12.2K
$473K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
18+ 0.27% |
$740 - $827
|
6.7K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.8KNew |
$321K - $359K
|
7.8K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
880+ 26.62% |
$36.2K - $40.4K
|
4.19K
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.15K+ 7.04% |
$88.3K - $98.7K
|
32.6K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
126+ 1.72% |
$5.18K - $5.79K
|
7.44K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-713- 2.09% |
$29.3K - $32.8K
|
33.4K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
155+ 0.89% |
$6.37K - $7.12K
|
17.5K
$680K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-993- 4.27% |
$40.8K - $45.6K
|
22.3K
$865K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.91K- 9.71% |
$202K - $226K
|
45.7K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
24.5K+ 29.53% |
$1.01M - $1.13M
|
107K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-538- 8.78% |
$22.1K - $24.7K
|
5.59K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
884+ 11.38% |
$36.3K - $40.6K
|
8.65K
$336K
|