Latest Institutional Purchases of Ishares Esg Aware Msci Usa Sma (ESML)
This list provides information on the latest institutional transactions involving Ishares Esg Aware Msci Usa Sma (ESML) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
80.1KNew |
$3.52M - $3.71M
|
80.1K
$3.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.5K+ 15.88% |
$901K - $948K
|
150K
$6.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.46KNew |
$372K - $391K
|
8.46K
$375K
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
8.41KNew |
$370K - $389K
|
8.41K
$372K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.95K+ 7.16% |
$218K - $229K
|
74.1K
$3.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.96K+ 17.26% |
$174K - $183K
|
26.9K
$1.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.88K+ 3.18% |
$170K - $179K
|
126K
$5.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76K+ 2.52% |
$121K - $128K
|
112K
$4.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.4K+ 10.47% |
$105K - $111K
|
25.3K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.34K+ 29.44% |
$103K - $108K
|
10.3K
$455K
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.18K+ 152.77% |
$95.7K - $101K
|
3.6K
$160K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.82K+ 20.09% |
$79.9K - $84.1K
|
10.9K
$481K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.76K+ 10.9% |
$77.4K - $81.4K
|
17.9K
$793K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1K+ 7.95% |
$44K - $46.3K
|
13.6K
$602K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
903+ 3.38% |
$39.7K - $41.8K
|
27.6K
$1.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
797+ 11.68% |
$35K - $36.9K
|
7.62K
$338K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
797New |
$35K - $36.9K
|
797
$35.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
675+ 2.81% |
$29.7K - $31.2K
|
24.7K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
650+ 13.56% |
$28.6K - $30.1K
|
5.45K
$241K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
409+ 4.02% |
$18K - $18.9K
|
10.6K
$469K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
355+ 0.13% |
$15.6K - $16.4K
|
268K
$11.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
329+ 13.1% |
$14.5K - $15.2K
|
2.84K
$126K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
226+ 1.34% |
$9.93K - $10.5K
|
17.1K
$758K
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
158+ 2.57% |
$6.94K - $7.31K
|
6.32K
$280K
|
|
|
Jan 14, 2026
Q4 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
110+ 0.66% |
$4.83K - $5.09K
|
16.7K
$739K
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
69+ 0.67% |
$3.03K - $3.19K
|
10.3K
$457K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
65+ 1.25% |
$2.86K - $3.01K
|
5.27K
$233K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
59+ 1.26% |
$2.59K - $2.73K
|
4.74K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
BUY
|
- |
21+ 0.29% |
$923 - $971
|
7.22K
$320K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$571 - $601
|
5.82K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 20.83% |
$440 - $462
|
58
$2.57K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.89% |
$176 - $185
|
455
$20.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$87.9 - $92.5
|
12.5K
$554K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.23% |
$44 - $46.2
|
429
$19K
|
|
| Q3 2025 | |||||||
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
137KNew |
$5.66M - $6.25M
|
137K
$6.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
112K+ 54.45% |
$4.61M - $5.09M
|
316K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.4KNew |
$2.21M - $2.44M
|
53.4K
$2.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.3KNew |
$2.04M - $2.25M
|
49.3K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
43KNew |
$1.78M - $1.96M
|
43K
$1.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42.3K+ 246.71% |
$1.75M - $1.93M
|
59.5K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
33.6K+ 1.92% |
$1.39M - $1.53M
|
1.78M
$78.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31KNew |
$1.28M - $1.41M
|
31K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
25.3K+ 1.15% |
$1.04M - $1.15M
|
2.23M
$98.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
24K+ 203.17% |
$993K - $1.1M
|
35.8K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
23KNew |
$952K - $1.05M
|
23K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.7K+ 3.81% |
$855K - $944K
|
563K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 47.51% |
$827K - $913K
|
62.1K
$2.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
18.3K+ 61.15% |
$758K - $837K
|
48.3K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 26.04% |
$756K - $834K
|
88.5K
$3.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.2KNew |
$752K - $830K
|
18.2K
$806K
|
|