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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$2.68K - $3.31K
|
80
$3.54K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$1.2K - $1.49K
|
36
$1.59K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.51KNew |
$218K - $269K
|
6.51K
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-343- 23.49% |
$11.5K - $14.2K
|
1.12K
$49.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-640- 4.27% |
$21.4K - $26.5K
|
14.4K
$636K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
379+ 2.34% |
$12.7K - $15.7K
|
16.6K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
467New |
$15.6K - $19.3K
|
467
$20.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
19+ 0.29% |
$636 - $785
|
6.57K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
763+ 4.96% |
$25.5K - $31.5K
|
16.1K
$715K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
8.03KNew |
$269K - $332K
|
8.03K
$356K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 1.42% |
$669 - $827
|
1.43K
$63.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.02K- 0.86% |
$34.2K - $42.2K
|
117K
$5.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
930+ 58.82% |
$31.1K - $38.4K
|
2.51K
$111K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
87+ 11.48% |
$3.29K - $3.83K
|
845
$37.4K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$229K - $266K
|
6.05K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.71KNew |
$216K - $251K
|
5.71K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-125- 1.15% |
$4.73K - $5.5K
|
10.7K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116- 1.86% |
$4.39K - $5.11K
|
6.12K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$37.8 - $44
|
1
$44.3
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-924- 8.85% |
$35K - $40.7K
|
9.51K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$508K - $591K
|
13.4K
$595K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.2KNew |
$83.2K - $96.8K
|
2.2K
$97.4K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
849New |
$32.1K - $37.4K
|
849
$37.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-516- 33.7% |
$19.5K - $22.7K
|
1.02K
$45K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
118+ 1.92% |
$4.47K - $5.19K
|
6.28K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
100+ 1.43% |
$3.78K - $4.4K
|
7.09K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
93+ 2.85% |
$3.52K - $4.09K
|
3.36K
$149K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-39- 0.42% |
$1.48K - $1.72K
|
9.35K
$414K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15+ 4.3% |
$568 - $660
|
364
$16.1K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-809- 99.88% |
$30.6K - $35.6K
|
1
$44.3
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.74KNew |
$104K - $121K
|
2.74K
$121K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
403New |
$15.2K - $17.7K
|
403
$17.9K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.21K- 67.23% |
$83.7K - $97.4K
|
1.08K
$47.8K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39- 0.62% |
$1.48K - $1.72K
|
6.27K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-269- 20.27% |
$10.2K - $11.8K
|
1.06K
$46.9K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
200New |
$7.57K - $8.8K
|
200
$8.86K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.03K+ 8.79% |
$38.9K - $45.2K
|
12.7K
$563K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
605New |
$22.9K - $26.6K
|
605
$26.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
44.2KNew |
$1.67M - $1.95M
|
44.2K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
875+ 42.07% |
$33.1K - $38.5K
|
2.96K
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.03% |
$37.8 - $44
|
34
$1.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.67% |
$2.46K - $2.86K
|
9.83K
$435K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 16.13% |
$946 - $1.1K
|
180
$7.97K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-175- 7.82% |
$6.62K - $7.7K
|
2.06K
$91.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-449- 1.79% |
$17K - $19.8K
|
24.7K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-104- 10.32% |
$3.94K - $4.58K
|
904
$40K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-679- 92.76% |
$27.9K - $31.2K
|
53
$2.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
83New |
$3.41K - $3.81K
|
83
$3.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-371- 3.45% |
$15.2K - $17K
|
10.4K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12.2K- 99.96% |
$502K - $561K
|
5
$222
|
|