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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17K+ 10.85% |
$703K - $777K
|
174K
$7.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16K+ 13.09% |
$659K - $728K
|
138K
$6.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13K+ 1304300.0% |
$539K - $595K
|
13K
$578K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.9K+ 2.98% |
$533K - $588K
|
445K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9K+ 13.74% |
$490K - $541K
|
98.1K
$4.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.8K+ 1.72% |
$445K - $491K
|
635K
$28.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 11.97% |
$440K - $486K
|
99.5K
$4.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.4KNew |
$429K - $473K
|
10.4K
$459K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 17.54% |
$421K - $464K
|
68.1K
$3.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
9.93K+ 4.01% |
$410K - $453K
|
257K
$11.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.18K+ 38.54% |
$380K - $419K
|
33K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.05KNew |
$374K - $413K
|
9.05K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.93K+ 3.18% |
$328K - $362K
|
258K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.67K+ 45.71% |
$317K - $350K
|
24.4K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.91K+ 16.48% |
$286K - $315K
|
48.8K
$2.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.5K+ 2.49% |
$269K - $297K
|
267K
$11.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.49K+ 29.46% |
$268K - $296K
|
28.5K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.29K+ 8.84% |
$260K - $287K
|
77.4K
$3.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.12K+ 4.55% |
$253K - $279K
|
140K
$6.22M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.52KNew |
$228K - $252K
|
5.52K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
5.3K+ 7.86% |
$219K - $242K
|
72.6K
$3.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.2K+ 18.14% |
$215K - $237K
|
33.8K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.11KNew |
$211K - $233K
|
5.11K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.88K+ 74.97% |
$202K - $223K
|
11.4K
$504K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.85KNew |
$200K - $221K
|
4.85K
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.71KNew |
$195K - $215K
|
4.71K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.66KNew |
$192K - $213K
|
4.66K
$206K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.5KNew |
$186K - $205K
|
4.5K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.48KNew |
$185K - $204K
|
4.48K
$198K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.44KNew |
$184K - $203K
|
4.44K
$197K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.44K+ 40.29% |
$184K - $203K
|
15.5K
$685K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 79.88% |
$166K - $183K
|
9.03K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 20.0% |
$165K - $183K
|
24K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.98K+ 98.54% |
$164K - $182K
|
8.02K
$355K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.14K+ 2.64% |
$130K - $143K
|
122K
$5.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
3.01K+ 6.36% |
$124K - $137K
|
50.3K
$2.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.93K+ 57.06% |
$121K - $134K
|
8.07K
$357K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.89KNew |
$119K - $132K
|
2.89K
$128K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.82K+ 3.17% |
$117K - $129K
|
92K
$4.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.76K+ 6.24% |
$114K - $126K
|
47K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.74K+ 8.68% |
$113K - $125K
|
34.3K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53K+ 4.41% |
$105K - $115K
|
59.9K
$2.65M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.35K+ 1.63% |
$97.1K - $107K
|
146K
$6.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.17K+ 1.54% |
$89.7K - $99K
|
143K
$6.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.04KNew |
$84.4K - $93.2K
|
2.04K
$90.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.03K+ 25.28% |
$84K - $92.8K
|
10.1K
$446K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.01K+ 23.46% |
$83.1K - $91.8K
|
10.6K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.88K+ 17.13% |
$77.7K - $85.8K
|
12.9K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.8K+ 7.0% |
$74.3K - $82.1K
|
27.5K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.7KNew |
$70.3K - $77.7K
|
1.7K
$75.4K
|
|