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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
307New |
$11.2K - $12.4K
|
307
$13.2K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19.2K- 74.79% |
$697K - $772K
|
6.47K
$279K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
25.5KNew |
$927K - $1.03M
|
25.5K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.1KNew |
$694K - $769K
|
19.1K
$823K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
23.8KNew |
$863K - $957K
|
23.8K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-94- 1.78% |
$3.42K - $3.79K
|
5.19K
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-241- 2.47% |
$8.76K - $9.71K
|
9.53K
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
50+ 0.36% |
$1.82K - $2.01K
|
14K
$603K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
335+ 0.76% |
$12.2K - $13.5K
|
44.3K
$1.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-94- 1.75% |
$3.42K - $3.79K
|
5.28K
$228K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
155New |
$5.63K - $6.24K
|
155
$6.68K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
141New |
$5.12K - $5.68K
|
141
$6.08K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4+ 0.06% |
$145 - $161
|
7.06K
$304K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-12.2K- 44.85% |
$443K - $491K
|
15K
$647K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
76+ 42.7% |
$2.76K - $3.06K
|
254
$10.9K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
134+ 1.64% |
$4.87K - $5.4K
|
8.28K
$357K
|
|
| Q4 2023 | |||||||
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
296+ 2.35% |
$9.16K - $11.4K
|
12.9K
$555K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
505+ 134.31% |
$15.6K - $19.5K
|
881
$38K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32KNew |
$991K - $1.24M
|
32K
$1.38M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-208Closed |
$6.44K - $8.03K
|
0
$0
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
45.3K+ 89.53% |
$1.4M - $1.75M
|
96K
$4.14M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
176New |
$5.45K - $6.79K
|
176
$7.59K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$49.1K - $61.2K
|
1.59K
$68.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
609New |
$18.9K - $23.5K
|
609
$26.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
94New |
$2.91K - $3.63K
|
94
$4.05K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.43KNew |
$168K - $210K
|
5.43K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.35K- 89.79% |
$72.7K - $90.6K
|
267
$11.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
19.9KNew |
$617K - $769K
|
19.9K
$860K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
164KNew |
$5.09M - $6.34M
|
164K
$7.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
229+ 0.79% |
$7.09K - $8.84K
|
29.2K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151New |
$4.67K - $5.83K
|
151
$6.51K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.53K+ 28.17% |
$78.3K - $97.6K
|
11.5K
$496K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.2K+ 77.97% |
$161K - $201K
|
11.9K
$512K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
75+ 11.81% |
$2.32K - $2.89K
|
710
$30.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
261+ 20.63% |
$8.08K - $10.1K
|
1.53K
$65.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
12.5KNew |
$388K - $484K
|
12.5K
$541K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.05K+ 3.67% |
$32.4K - $40.4K
|
29.6K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-534- 96.22% |
$16.5K - $20.6K
|
21
$905
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
898New |
$27.8K - $34.7K
|
898
$38.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$33.5K - $41.8K
|
1.08K
$46.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.55% |
$61.9 - $77.2
|
364
$15.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.44KNew |
$199K - $248K
|
6.44K
$277K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
496New |
$15.4K - $19.1K
|
496
$21.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.75K- 10.73% |
$116K - $145K
|
31.2K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.01K- 91.62% |
$62.3K - $77.7K
|
184
$7.93K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.9K- 22.7% |
$89.8K - $112K
|
9.88K
$426K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
120+ 1.8% |
$3.72K - $4.63K
|
6.78K
$292K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.1K - $1.23K
|
33
$1.42K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.32K- 31.31% |
$110K - $124K
|
7.27K
$314K
|
|