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 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.4KNew |
$429K - $473K
|
10.4K
$459K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.01K+ 23.46% |
$83.1K - $91.8K
|
10.6K
$469K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
200+ 0.84% |
$8.27K - $9.13K
|
24K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-213- 0.19% |
$8.81K - $9.72K
|
109K
$4.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.29K+ 8.84% |
$260K - $287K
|
77.4K
$3.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.14K+ 73.83% |
$254K - $280K
|
14.5K
$641K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.43K+ 2.03% |
$100K - $111K
|
122K
$5.39M
|
|
|
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
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26New |
$1.07K - $1.19K
|
26
$1.15K
|
|
|
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
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-16.9K- 10.61% |
$697K - $769K
|
142K
$6.29M
|
|
|
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
|
Davenport & CO LLC
|
SELL
|
- |
-28- 0.27% |
$1.16K - $1.28K
|
10.2K
$450K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-395- 7.61% |
$16.3K - $18K
|
4.8K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.46K- 70.81% |
$143K - $158K
|
1.43K
$63.1K
|
|
|
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
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.66KNew |
$192K - $213K
|
4.66K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-43.4K- 95.5% |
$1.79M - $1.98M
|
2.04K
$90.5K
|
|
|
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
|
Cwm, LLC
|
BUY
|
- |
5.2K+ 18.14% |
$215K - $237K
|
33.8K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
176+ 2.27% |
$7.28K - $8.03K
|
7.94K
$352K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
17+ 0.27% |
$703 - $776
|
6.39K
$283K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 79.88% |
$166K - $183K
|
9.03K
$400K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
19+ 0.21% |
$785 - $867
|
9.05K
$401K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
866+ 3.97% |
$35.8K - $39.5K
|
22.7K
$1M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
313+ 0.94% |
$12.9K - $14.3K
|
33.5K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-762- 1.03% |
$31.5K - $34.8K
|
73.3K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
511+ 2.54% |
$21.1K - $23.3K
|
20.6K
$913K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.39K- 22.68% |
$57.3K - $63.2K
|
4.72K
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-375K- 64.27% |
$15.5M - $17.1M
|
208K
$9.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-72- 0.47% |
$2.98K - $3.29K
|
15.4K
$682K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.25% |
$620 - $685
|
6.03K
$267K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-116- 0.17% |
$4.8K - $5.3K
|
68.7K
$3.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 6.67% |
$53.4K - $59K
|
18.1K
$801K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-52- 0.41% |
$2.15K - $2.37K
|
12.5K
$554K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
330+ 5.68% |
$13.6K - $15.1K
|
6.14K
$272K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-552- 6.15% |
$22.8K - $25.2K
|
8.43K
$373K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-248- 18.41% |
$10.3K - $11.3K
|
1.1K
$48.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 0.93% |
$1.74K - $1.92K
|
4.54K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.6K- 33.37% |
$438K - $483K
|
21.1K
$936K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.68KNew |
$193K - $214K
|
4.68K
$207K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-16- 3.43% |
$661 - $730
|
451
$20K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.44KNew |
$184K - $203K
|
4.44K
$197K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-255- 7.63% |
$10.5K - $11.6K
|
3.09K
$137K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-300- 3.1% |
$12.4K - $13.7K
|
9.37K
$415K
|
|