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 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
983+ 3.82% |
$40.6K - $44.9K
|
26.7K
$1.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
972+ 1.01% |
$40.2K - $44.4K
|
97.4K
$4.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.17K+ 25.7% |
$89.5K - $98.8K
|
10.6K
$469K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
631+ 10.19% |
$26.1K - $28.8K
|
6.82K
$302K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
21+ 0.29% |
$868 - $959
|
7.2K
$319K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-535- 0.77% |
$22.1K - $24.4K
|
69.2K
$3.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.69K+ 16.41% |
$111K - $123K
|
19.1K
$845K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
344+ 5.3% |
$14.2K - $15.7K
|
6.83K
$303K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
275+ 1.21% |
$11.4K - $12.6K
|
23K
$1.02M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-224- 7.99% |
$9.26K - $10.2K
|
2.58K
$114K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
670+ 13.68% |
$27.7K - $30.6K
|
5.57K
$247K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
13+ 0.21% |
$537 - $593
|
6.16K
$273K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.85K+ 1.94% |
$296K - $366K
|
465K
$20.6M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.93K- 42.03% |
$131K - $162K
|
5.42K
$240K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
85+ 15.43% |
$2.84K - $3.51K
|
636
$28.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-500- 8.2% |
$16.7K - $20.7K
|
5.6K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 22.56% |
$479K - $591K
|
49.1K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
34New |
$1.14K - $1.41K
|
34
$1.51K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.64K+ 2.26% |
$155K - $192K
|
210K
$9.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
45+ 0.21% |
$1.51K - $1.86K
|
21.1K
$933K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9+ 3.72% |
$301 - $372
|
251
$11.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
126New |
$4.22K - $5.21K
|
126
$5.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
155+ 0.92% |
$5.19K - $6.41K
|
17.1K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.24K+ 9.54% |
$75K - $92.6K
|
25.7K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-500- 63.13% |
$16.7K - $20.7K
|
292
$12.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.11KNew |
$37.1K - $45.8K
|
1.11K
$49.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.53K+ 80.42% |
$151K - $187K
|
10.2K
$450K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-6.32K- 17.36% |
$211K - $261K
|
30.1K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-6.97K- 67.26% |
$233K - $288K
|
3.39K
$150K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.05KNew |
$303K - $374K
|
9.05K
$401K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.23KNew |
$242K - $299K
|
7.23K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.24K+ 21.8% |
$175K - $217K
|
29.3K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-90- 0.74% |
$3.01K - $3.72K
|
12K
$533K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.87K- 49.15% |
$62.7K - $77.5K
|
1.94K
$85.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.41K- 13.77% |
$47.1K - $58.2K
|
8.82K
$391K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
12+ 0.17% |
$402 - $496
|
6.98K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2.36K- 88.01% |
$78.8K - $97.4K
|
321
$14.2K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-54- 0.5% |
$1.81K - $2.23K
|
10.8K
$479K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.14% |
$167 - $207
|
3.62K
$160K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
41New |
$1.37K - $1.69K
|
41
$1.82K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.49K- 16.53% |
$117K - $144K
|
17.6K
$782K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
26KNew |
$869K - $1.07M
|
26K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11+ 0.2% |
$368 - $455
|
5.46K
$242K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$33.5 - $41.3
|
9.27K
$411K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-4.79K- 41.3% |
$160K - $198K
|
6.81K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
80K+ 10.0% |
$2.68M - $3.31M
|
880K
$39M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38KNew |
$180K - $222K
|
5.38K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.6K+ 19.98% |
$389K - $480K
|
69.8K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$167K - $207K
|
5K
$222K
|
|